Enthusiastic and dedicated Officer with over 8 years of experience in administrative support, financial services, and customer relations. Seeking to leverage my expertise in finance, accounting, and operational management to contribute effectively to the role of Financial Services Officer in Canada. Highly skilled in financial analysis, customer service, and process optimization with a strong focus on ensuring compliance and operational efficiency.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Assistant Manager of Operations
Bank Of Baroda
HYDERABAD
09.2019 - 11.2024
Provide clients with comprehensive financial services, including opening accounts, processing loans, and advising on investment products.
Assess client financial situations, recommend appropriate products, and explain terms, interest rates, and payment schedules.
Ensure compliance with banking policies, regulations, and anti-money laundering (AML) requirements.
Assist with personal loans, and credit services, ensuring thorough documentation and efficient processing.
Achieve individual sales targets and contribute to team goals through upselling financial products.
Conduct regular follow-ups with clients to ensure satisfaction and foster long-term relationships.
Managed financial data entry, documentation, and reconciliation processes for internal financial records.
Coordinated customer account management, ensuring the timely processing of transactions and resolution of financial queries.
Delivered excellent customer service, responding to inquiries, assisting with account issues, and ensuring overall satisfaction.
Supported senior officers in the preparation of audit reports and compliance documentation.
Key Achievements:
Contributed to successful audits by ensuring accuracy in financial documentation.
Played a key role in improving client relations and satisfaction through effective communication and problem-solving.
Recognized for consistently meeting or exceeding performance targets.
Junior Manager
Bank Of Baroda
GUJARAT
07.2016 - 08.2019
Supervising Staff: Managing a small team, guiding them in customer service tasks, administrative duties, or sales.
Customer Relations: Ensuring customer satisfaction, addressing issues or complaints, and offering solutions in line with bank policies.
Sales and Marketing: Promoting financial products (loans, credit cards, accounts) and helping to meet sales targets.
Compliance: Ensuring that the team follows banking policies, regulatory requirements, and procedures.
Branch Operations: Handling daily operations, ensuring smooth functioning of the branch, and addressing any operational issues.
Reporting: Preparing reports on financial performance, customer feedback, and staff performance.
Training and Development: Assisting with the training of new employees and supporting ongoing development of staff.
Assistant Professor
Ramananda Tirtha Engineering College
Nalgonda, Telangana, India
07.2013 - 09.2015
Delivered lectures and conducted seminars for undergraduate and graduate courses in Computer science subjects are Web Technologies,DBMS,Java.
Mentored students on academic and research-related matters, including providing guidance on projects, theses, and internships.
Supervised research projects and guided students through the process of publication in peer-reviewed journals and conferences.
Led and participated in department and university-level committees for curriculum development, faculty recruitment, and policy planning.
Participated in faculty development programs and workshops to enhance teaching skills, research methodologies, and technological tools.
Contributed to departmental accreditation and assessment processes through the preparation of reports and evaluations.
Actively participated in departmental outreach activities, including workshops, conferences, and collaborative research with industry professionals.
Education
Post Diploma - Banking And Finance
Baroda Manipal School of Banking
07-2016
Master of Engineering - Computer Science
Jawaharlal Nehru Technological University
07-2013
Bachelor of Engineering - Computer Science
JNTU University
07-2011
Skills
Financial Analysis: Proficient in analyzing financial statements, balance sheets, and credit reports to assess client needs
Customer Service: Experienced in handling client inquiries, providing tailored financial advice, and resolving issues
Product Knowledge: knowledge of personal banking, loans, and investment services
Regulatory Compliance: Knowledgeable about financial regulations and ensuring compliance with internal policies
Communication: Excellent written and verbal communication skills, with the ability to explain complex financial products clearly to clients
Software Proficiency: Adept at using financial software (eg, MS Excel,MS Word,MS PowerPoint,Financial core Banking Software)
Problem Solving: Proven ability to troubleshoot and resolve financial discrepancies
Team Collaboration: Experience working with teams to meet organizational goals and deliver exceptional customer service
Languages
Hindi, English, Telugu, Gujarati, Urdu
Certification
Certified Junior Associate of the Indian Institute of the Bankers {IIBF)