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Meghna Goswami

Meghna Goswami

Customer Relationship Manager

Followers of Meghna Goswami104 followers
location of Meghna GoswamiKolkata, West Bengal, India

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  • Timeline

  • About me

    Wealth Manager at Motilal Oswal Financial Services Ltd

  • Education

    • St. Joseph & Mary High School

      -
      ISC Examination Class XII Higher Secondary Education- Commerce

    • G.S.S Girls's School

      -
      CBSE Examination Class X Primary and Secondary Education

    • Sivanath Sastri College

      -
      Bachelor of Commerce - BCom Accountancy and Finance

    • NIIT University

      -
      Post Graduation Diploma in Banking & Relationship Management

  • Experience

    • Axis Bank

      Jul 2022 - Oct 2023
      Customer Relationship Manager

      >Responsible for handling HNI Customers of the Retail Branch Banking Channel which includes understanding the profile of the customer and offering the best product to them.>Capable of handling banking operations and co-coordinating with the internal departments to ensure smooth official operation.>Providing Investment control and support.>Continuously reviewing workflow and identifying opportunities for process improvements.>Generation of Revenue by increasing CASA Book Value and offering products like Mutual Funds, Insurance, Gold, and Fixed Deposits.>Additional responsibilities include managing customer relationships and contributing to overall Customer Experience and Client Servicing.>Ensuring proper sourcing of New to Bank Customers by the Sales Team of the branch. Show less

    • IndusInd Bank

      Oct 2023 - Feb 2025
      Service Delivery Manager

    • Motilal Oswal Financial Services Ltd

      Mar 2025 - now
      Wealth Manager

  • Licenses & Certifications

    • Behavioural & Relationship Intelligence

      MasterMyLife EQ Education

    • Complete Accountancy (Professional) Course

      Institute Of Accounts and Professional Services

    • Emotional Intelligence & Human Relations

      MasterMyLife EQ Education

    • NISM V-A (Mutual Fund Distributor)

      National Institute of Securities Markets (NISM)
      Nov 2022

    • Introduction to Securities and Investments

      The Chartered Institute for Securities & Investment (The CISI)