Amrita KAUR
Mississauga,ON
Summary
Results-driven professional with 3+ years’ experience in banking, investment operations, and team supervision. Boosted branch profitability by 30% at Axis Bank and improved production efficiency by 15% at Golfballs.com. Skilled in Finacle, CRM tools, and project execution. Pursuing CSC and seeking to contribute in a financial or corporate role.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Supervisor
Golfballs.com
03.2024 - Current
- Oversee end-to-end production processes, ensuring timely output and product quality across operations.
- Leding a team of 10–12 employees; optimized scheduling and reduced labour downtime by 20%.
- Negotiate and manage business deals on behalf of the company, contributing to increased client retention.
- Monitor printing accuracy and prevent overruns, cutting material waste by approximately 60%.
- Conduct daily performance reviews and align team goals with production targets.
- Contributed to a measurable increase in operational efficiency and revenue growth through streamlined workflow.
Operations Assistant
First Global Securities Pvt. Ltd.
06.2020 - 06.2023
- Coordinated back-office operations for 150+ client investment accounts, including documentation, MIS reporting, and audit preparation, contributing to 100% audit compliance.
- Monitored and resolved over 95% of escalated queries via email and internal systems within 24 hours, improving customer satisfaction scores.
- Ensured 100% on-time processing of financial transactions, reducing processing errors by 20% through attention to detail and workflow optimization.
- Resolved potential compliance and service issues promptly, maintaining a 98% issue resolution rate and minimizing client escalations.
- Trained and mentored 5+ new team members, enhancing team productivity and fostering a collaborative and high-performance work culture.
Assistant Manager
Axis Bank
07.2019 - 04.2020
- Managed daily banking operations across account servicing, transactions, and loan processing for high-net-worth clients.
- Expert in banking platforms: Finacle and Saksham; ensured data accuracy and workflow efficiency.
- Achieved 25–30% MoM growth in CRM customer engagement metrics via cross-selling of credit cards, insurance, mutual funds, and long-term investment products.
- Processed and closed home loans worth ₹60 lakh to ₹1 crore, ensuring timely disbursal and compliance.
- Maintained 100% accuracy in documentation and client KYC, contributing to smooth internal and regulatory audits.
Education
Ontario College Graduate Certificate Degree - Marketing Management
Sheridan College Institute of Technology And Advanced Learning
Mississauga, ON04-2025
Ontario College Graduate Certificate Degree - Project Management
Sheridan College Institute of Technology And Advanced Learning
Mississauga, ON04-2024
Skills
- Financial Analysis: Proficient in reporting, investment documentation, and operations, with 30% branch profitability growth
- Data Analysis: Skilled in Excel (VLOOKUP, PivotTables) for large financial datasets
- Regulatory Knowledge: Experienced in KYC, audit compliance, and financial documentation accuracy
- Banking Systems: Finacle, Saksham, CRM software
- Project Tools: MS Project, Gantt Charts
- Marketing Tools: Canva, Google Analytics, HubSpot (Basic); Wix for website prototyping
- Documentation: MS Office, investment reports, and internal memos
Certification
- Canadian Securities Course (CSC) – Pursuing
- Google Analytics – Google
- Mutual Fund Certification – NISM, India
- Financial Compliance Training – Axis Bank (Internal)
Timeline
Supervisor
Golfballs.com
03.2024 - Current
Operations Assistant
First Global Securities Pvt. Ltd.
06.2020 - 06.2023
Assistant Manager
Axis Bank
07.2019 - 04.2020
Ontario College Graduate Certificate Degree - Marketing Management
Sheridan College Institute of Technology And Advanced Learning
Ontario College Graduate Certificate Degree - Project Management
Sheridan College Institute of Technology And Advanced Learning
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