Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Megha Mudgal

Banking Executive
Santa Clara,CA

Summary

Dynamic professional with a proven track record in financial services, notably at Emirates NBD. Excelled in sales proficiency and professional ethics, consistently meeting performance goals and fostering client loyalty. Skilled in branch operations and risk management, demonstrating a keen ability to generate leads and develop business. Achieved significant client satisfaction through proactive management and financial advice.

Overview

14
14
years of professional experience

Work History

Retail Banking Officer

Emirates NBD
Dubai, Dubai
04.2018 - 11.2023
  • Leveraged customer service and sales abilities to consistently meet performance goals.
  • Processed account openings, transfers, deposits, withdrawals, payments and other related transactions accurately and promptly.
  • Resolved customer complaints regarding banking products or services in a timely manner.

Relationship Officer

Rak Bank
Dubai, Dubai
04.2017 - 04.2018
  • Provided financial advice to clients based on their needs and goals.
  • Maintained detailed records of all communications with clients, including emails, phone calls, meetings, ensuring accuracy at all times.
  • Achieved client loyalty through quality, productivity, service and proactive management.

Senior Sales Executive

Emirates NBD
Dubai, Dubai
09.2015 - 02.2017
  • Achieving the monthly target assigned by the manager and completing all the processing parts for credit card and account opening forms of customers on time.

HR Manager

Big Way Management Consultancy
Sri Ganganagar, Rajasthan
06.2012 - 08.2015

Business Development Executive

IDBI Bank
Sri Ganganagar, Rajasthan
11.2010 - 05.2012

Junior Officer

ICICI Bank
Sri Ganganagar, Rajasthan
06.2009 - 10.2010

Education

MBA - Finanace

Sikkim Manipal University
Sri Ganganagar
04-2011

Skills

  • Branch operations
  • Sales proficiency
  • Risk management expertise
  • Banking software proficiency
  • Financial product sales
  • Professional ethics

Languages

English
Professional
Hindi
Professional
Punjabi
Professional
Rajasthani
Professional

Timeline

Retail Banking Officer

Emirates NBD
04.2018 - 11.2023

Relationship Officer

Rak Bank
04.2017 - 04.2018

Senior Sales Executive

Emirates NBD
09.2015 - 02.2017

HR Manager

Big Way Management Consultancy
06.2012 - 08.2015

Business Development Executive

IDBI Bank
11.2010 - 05.2012

Junior Officer

ICICI Bank
06.2009 - 10.2010

MBA - Finanace

Sikkim Manipal University
Megha MudgalBanking Executive