Meghna Bhatt
Dubai,UAE
Summary
Experienced personal banking professional focused on providing excellent client service and practical financial advice. Skilled at keeping clients satisfied and building long-term relationships by offering solutions that match their needs. Ready to use expertise in relationship management and financial planning to help drive growth.
Overview
10
10
years of professional experience
3
3
years of post-secondary education
Work history
Senior Personal Banker
National Bank of Ras Al Khaimah
Dubai, UAE
10.2015 - Current
- Generate new business, develop new channels to maximize sales volumes, and achieve targets with consistency. Further, provide expert consultation to customers and establish lasting relationships with Key Contacts.
- Assisted customers with setting up or closing accounts, completing loan applications, credit cards and signing up for new services and cross selling.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Identifying and onboarding new companies while building and maintaining long-term professional relationships.
- Responsible for lead generation through KIOSK and corporate visits, resulting in new client acquisition and increased product penetration.
- Oversaw banking procedures to ensure full compliance with regulatory guidelines and institutional policies.
- Acted as a point of contact for team support, assisting juniors with daily banking operations and issue resolution.
- Delivered consistent sales performance by effectively managing targets, conversions, and key performance numbers.
- Maintained up-to-date knowledge of industry trends ensuring relevance in advising clients.
- Coordinated team meetings for improved internal communication.
- Promoted from Relationship Officer to Senior Personal Banker.
- Supported clients in setting clear financial goals with plans to achieve them.
Education
Bachelor of Business Administration - General Studies
Amity University Online
Noida/India 07.2022 - 12.2025
Skills
- Ability to understand and work with financial numbers
- Strong understanding of financial and banking products with the ability to analyze and work effectively with financial numbers
- Manages time well and interacts easily with a variety of customers
- Able to guide and lead during busy or high-pressure situations
- Works well with numbers to track targets and performance
- Communicates clearly and negotiates confidently
- Takes initiative and makes well-thought-out decisions
Languages
English
Fluent
Punjabi
Fluent
Hindi
Fluent
Accomplishments
Consistently recognized as Top Performer on a monthly and quarterly basis for achieving and exceeding targets.
Affiliations
- Quilling and Travelling.
- Playing team sports to enhance teamwork and discipline.
- Volunteering and mentoring to support community and skill development.
Timeline
Bachelor of Business Administration - General Studies
Amity University Online
07.2022 - 12.2025
Senior Personal Banker
National Bank of Ras Al Khaimah
10.2015 - Current