Summary
Overview
Work History
Education
Skills
References
Timeline
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Neha Kohli

Jackson Heights,USA

Summary

Dynamic professional with a proven track record at Citi Bank, excelling in customer service and business development. Skilled in innovative problem solving and relationship management, I consistently achieve sales goals while fostering long-term client trust. Committed to delivering tailored financial solutions and enhancing customer experiences through effective communication and teamwork.

Overview

9
9
years of professional experience

Work History

Personal Banker

Citi Bank
Downtown Manhattan, NY
03.2023 - Current
  • Lead consultative meetings with existing customers and prospects to evaluate banking needs, identify sales opportunities, and provide education on financial solutions including checking, savings accounts, personal loans, credit cards, HELOC and online banking.
  • Manage, maintain, and build relationships with 100+ banking customers, including small businesses; analyze client financial needs; identify appropriate financial solutions; and cross-sell products to achieve the monthly sales quota year over year.
  • I excel at performing in-depth evaluations, suggesting tailored solutions, and forecasting changes to address each client's unique financial structure and requirements. My top priorities are providing excellent service, educating clients, and advocating for their best interests to build long-term wealth, stability, and trust. Throughout my career, I have ensured strict compliance with all company policies as well as local, state, federal, and international regulations.
  • I have also been instrumental in streamlining processes to enhance risk management and control readiness, while always prioritizing the protection of client information. I am a results-driven professional committed to delivering exceptional financial services and cultivating rewarding client relationship.

Part-Time Substitute Teacher K-12

Department Of Education
Queens, NY
09.2020 - 02.2023
  • Supervising students in the event that their regular teacher is unable to lead the class.
  • Managing classroom behavior, quickly interpreting lesson plans and creating reports to inform the students' permanent teacher of their success.
  • Maintaining classroom cleanliness and dealing with any behavioral issues.

Customer Experience Manager (CXM)

Macy's Inc
Queens, NY
09.2022 - 02.2023
  • Drive and exceed sales goals by leading Macy's initiatives through coaching and recognition, while optimizing productivity and efficiency.
  • Leading customer service in the store, ensuring colleagues engage with customers, and providing a friendly and easy-to-shop environment.
  • Manage all aspects of Selling Support including workload execution, back stocking, and equipment return, maintaining stockroom and signing standards, and supporting the merchandising process.

Sales Manager

Greenbay Essentials
Queens, NY
02.2019 - 08.2022
  • Supervised day-to-day operations including employee/client relations, billing, scheduling, payroll, and general reporting.
  • Helped to achieve a 25% increase in sales revenue over the course of 1 year and established sales goals by forecasting annual sales quotas.
  • Created a strong workplace culture characterized by creativity and responsiveness.
  • Maintained inventory at the retail store and ordered stocks from different vendors.

Sales Manager

General Nutrition Center Inc.
Queens, NY
06.2017 - 02.2019
  • Developed highly empathetic client and staff relationships and earned a reputation for delivering exceptional customer service.
  • Developed and implemented sales plans to expand the customer base and increase customer retention.
  • Researched competition and develop strategies to stand out as a company against competitors. Monitored the performance of sales team members and worked to increase team morale and motivation.

Sales Associate

Macy's Inc
Queens, NY
03.2016 - 02.2017
  • Provided excellent customer service at all times.
  • Answered customer questions and concerns to the best of my ability.
  • Helped to increase customer retention by striving to create wonderful customer experiences. Worked with the mission of the company in mind and served as a dedicated and enthusiastic part of the sales team.

Education

Masters of Business Administration -

Touro University
New York City, NY
06.2022

Maters of Arts -

University of Delhi
New Delhi, Delhi
06.2015

Bachelor of Arts -

University of Delhi
New Delhi, Delhi
06.2013

Skills

  • Excellent Work Ethic
  • Teamwork Skills
  • Excellent Customer Service Skills
  • Multitasking Skills
  • Business Development Strategies
  • Interpersonal Communication Skills
  • Innovative Problem Solving

References

References available upon request.

Timeline

Personal Banker

Citi Bank
03.2023 - Current

Customer Experience Manager (CXM)

Macy's Inc
09.2022 - 02.2023

Part-Time Substitute Teacher K-12

Department Of Education
09.2020 - 02.2023

Sales Manager

Greenbay Essentials
02.2019 - 08.2022

Sales Manager

General Nutrition Center Inc.
06.2017 - 02.2019

Sales Associate

Macy's Inc
03.2016 - 02.2017

Masters of Business Administration -

Touro University

Maters of Arts -

University of Delhi

Bachelor of Arts -

University of Delhi

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