Prateek Goel
Customer Support @Halifax
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WORK HISTORY
Customer Support @Halifax
Sheffield, GB
I collaborate closely with Banking Consultants and Mortgage Advisors to cultivate relationships with Premier clients, ensuring their needs are met efficiently. I assist in operations management, including shift allocation and appointment scheduling, while also aiding customers in fraud prevention. Providing top-notch professional services, I uphold Premier core service standards consistently. Additionally, I support Advisors and Mortgage Teams in planning customer activities and portfolio management to enhance satisfaction. Managing portfolios for Premier clients, I promote Halifax services for deposit and portfolio growth. Effective communication with colleagues is maintained, and I assist Wealth Managers in managing, developing, and retaining quality client relationships.With extensive experience in KYC (Know Your Customer), AML (Anti-Money Laundering), and Enhanced Due Diligence, I am adept at identifying and mitigating financial risks. My skills in financial fraud prevention further ensure the security and integrity of client transactions and relationships.
EDUCATION
Sheffield Hallam University
Master of Business Administration - MBA
University of Lucknow
Bachelor’s Degree
Manipal Academy of Higher Education
Post Graduate Diploma in Banking
ABOUT PRATEEK GOEL
Experienced management and administrative professional with over five years in the banking and finance sector. Known for a proactive approach, strong analytical skills, and a commitment to excellence, I have successfully managed operations, optimized processes, and led teams to achieve strategic goals. My expertise includes financial analysis, project management, and customer relationship management. I am dedicated to continuous improvement and thrive in dynamic environments, always striving to deliver exceptional results and drive organizational success.
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