Neha Parveen

• Portfolio Management: Oversaw a high-value corporate portfolio with assets worth USD 300 Mn and
liabilities of USD 300 Mn, ensuring optimal returns and client satisfaction.
• Credit Risk Analysis: Conducted in-depth financial analysis and drafted credit proposals in line with risk
policies and regulatory standards.
• Product Cross-Selling: Collaborated with internal teams (Trade, FX, Investment, CMS) to deliver
comprehensive financial solutions, achieving multi-product penetration.
• Revenue Growth & Compliance: Consistently met revenue targets across diverse financial products while
adhering to KYC, AML, and regulatory norms.

• Client Acquisition and Portfolio Management : Acquired and converted high-potential prospects
including start-ups and MNCs, contributing to business growth in the SME and mid-market segments.
• Regulatory Compliance: Ensured full compliance with onboarding regulations and maintained accurate
client records across internal systems.
• Solution Structuring & Product Collaboration: Worked closely with product teams to design and deliver
customized banking solutions tailored to client requirements.

• Client Onboarding & Market Development: Identified and onboarded new corporate clients, focusing on
fast-growing MNCs and tech-driven start-ups.
• Relationship Expansion: Engaged with key industry influencers to deepen bank relationships and promote
brand presence in niche markets.
• Risk-Based Product Strategy: Analyzed client risk profiles to recommend and cross-sell suitable business
and trade finance solutions.

• High-Net-Worth Client Acquisition: Successfully prospected and onboarded HNWIs and corporate clients
under the Citi Priority and Citi Gold programs.
• Networking & Lead Generation: Organized and participated in strategic networking events to drive
referrals and brand visibility.
• Sales Excellence: Achieved consistent success in sales conversion and cross-selling banking and investment
products.