Hi, I'm
Roopa Goyal
Personal Banking Associate
5+
Years Of Experience
10+
Projects Completed
35+
Client Engagement Growth Initiatives
My Skill Set
Enhancing financial operations and client relationships through compliance-driven processes, analytics, and strategic revenue generation initiatives
Financial Operations
Executing high-volume financial transactions, maintaining accuracy in cash handling, and ensuring reconciliation processes aligning with banking operational standards.
Portfolio Management
Managing client portfolios using CRM systems, analyzing needs, and delivering advisory support to strengthen relationships and improve financial outcomes.
Regulatory Compliance
Ensuring adherence to financial regulations by maintaining audit standards, monitoring transactions, and safeguarding sensitive client information within compliance frameworks.
Why Choose Me
My Experience Area
Projects
My Amazing Works
Experience
Gladiator Burger and Steak
Roles & Responsibilities
• Processed high-volume POS financial transactions with 100% accuracy, ensuring cash reconciliation and adherence to audit and compliance standards.
• Improved payment processing efficiency by 15% by optimizing digital workflows and resolving POS issues, ensuring seamless transaction handling.
• Promoted digital payment solutions and mobile usage, increasing adoption by 20% while supporting digital banking transformation initiatives.
• Performed daily cash reconciliation and record validation, identifying discrepancies and maintaining financial integrity aligned with internal control procedures.
• Trained 5 staff on cash handling and compliance protocols, ensuring consistent adherence to regulatory and operational standards.
Gillson Technologies
Roles & Responsibilities
• Secured 25+ institutional contracts by identifying client needs and delivering tailored solutions aligned with financial and operational objectives.
• Increased client engagement by 35% through structured relationship management strategies supporting retention and cross-selling opportunities.
• Conducted risk evaluations on partnerships ensuring compliance with financial regulations and safeguarding business and client interests.
• Developed Excel dashboards for performance tracking, enabling data-driven decision-making and improving transparency in reporting processes.
• Led cross-functional coordination to improve project execution efficiency by 20%, ensuring timely delivery aligned with client expectations.
DEGREE
EDUCATION
Diploma in International Business Management
Master of Business Administration
Bachelor of Technology (Hons) in Electronics and Communication
Lovely Professional University, India
Professional Recognition & Feedback
Awesome Service
Testimonial 1
Awesome Service
Testimonial 2