Ashna Marimootoo
Toronto,Ontario
Summary
Attentive and careful professional, good with numbers and successful at working with little oversight to produce reliable results. Offers top strengths in organisation, analysis and time management. Consistently meet bank and customer service standards. Smart professional with talents in planning, budgeting and forecasting. Experienced bank officer with over 7 years of experience in the banking sector. Excellent reputation for resolving problems and improving customer satisfaction. Enthusiastic employee who is eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in the career. Excellent reviews in yearly performance appraisals. I am now seeking to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Customer Service Representative
Citi Cards Canada Inc.
08.2023 - Current
- Analysing credit bureaus to determine if clients meet credit lending criteria
- Reviewing and approving credit applications
- Assist with evaluating and resolving service inquiries from clients across different platforms
- Effectively use various computer systems to complete assigned tasks and address account inquiries
- Develop and maintain working knowledge of specific groups of Citi products and services
- Analyse and identify potential risks and identify solutions that meet client needs
- Complete assigned tasks in an accurate and efficient manner
- Solve disputes and retain client through adherence to established rules and regulations
- Fulfill the clients' necessities while providing an exceptional client experience.
Insurance Officer
SBM Bank (Mauritius) Ltd
04.2016 - 05.2023
- Contacting clients to clear payments due
- Sales of insurance products to individual and corporate Customers according to their requirements
- Inform Customers about other products being offered by the bank and refer the interested parties to concerned departments
- Underwriting of application forms, updating the forms whenever necessary and verification of KYC documents as per FSC guidelines
- Provide assistance to customers and colleagues in completion of an application form
- Data entry, record keeping and updating records as and when required
- Prepare weekly and monthly reconciliation to ensure transactions have been correctly processed
- Issued payments to fulfill contract requirements and complete transactions.
- Prepare monthly figures to track business performance
- Analyse data using optimum statistical techniques to understand or improve information relevance
- Read and correctly interpreted documentation to understand key details and make accurate judgments about data
- Upheld strict confidentiality and information protection standards for data.
- Developed strategic plans for day-to-day financial operations.
- Established and checked coding procedures, monitored reports and updated internal files.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Designed and maintained financial models to identify and measure risks.
- Utilized financial software to prepare consolidated financial statements.
- Played the role of project champion to ensure successful testing and implementation of new system.
- Authorised signatory for department's bank accounts.
- Checker authority for life and medical insurance application.
Education
Post Graduate Diploma - Business Management
MANCOSA
South Africa12-2022
Bachelor In Business Administration - Business Administration
MANCOSA
South Africa12-2021
Diploma - Accounting
ACCA
EnglandMBA - Business Administration
MANCOSA
South Africa06.2024
Skills
- Business Development
- Budget forecasting
- Strategic and financial planning
- Process implementation
- Relationship building and management
- Show empathy
- Always living moments of truth with clients
- Always here to help my surroundings
- Good knowledge in excel (Formulas including VLOOKUP, Mail merge)
- Project Champion
- Good time management skills
- Ability to work under pressure and handle various tasks
- Ability to shoulder responsibility
- Staff Management
Languages
English
Native or Bilingual
French
Native or Bilingual
Hindi
Professional Working
Timeline
Customer Service Representative
Citi Cards Canada Inc.
08.2023 - Current
Insurance Officer
SBM Bank (Mauritius) Ltd
04.2016 - 05.2023
Post Graduate Diploma - Business Management
MANCOSA
Bachelor In Business Administration - Business Administration
MANCOSA
Diploma - Accounting
ACCA
MBA - Business Administration
MANCOSA
Similar Profiles
Kerrie CooperKerrie Cooper
Escalation Specialist at Citi Cards CanadaEscalation Specialist at Citi Cards Canada
Mathnaraz RamdhonyMathnaraz Ramdhony
Quality Analysis Specialist at Citi Cards CanadaQuality Analysis Specialist at Citi Cards Canada
Alex JonesAlex Jones
Area Operations Manager at Citigroup: Citi CardsArea Operations Manager at Citigroup: Citi Cards
MYRIAM CHERIFMYRIAM CHERIF
Manager at McDonald'sManager at McDonald's
Sabin MainaliSabin Mainali
Learning Ambassador at Amazon Delivery StationLearning Ambassador at Amazon Delivery Station