Summary
Overview
Work History
Education
Skills
Co Curricular Activities And Achievements
Key Strength Areas
Timeline
Generic

BHAWNA SINGH

Toronto ,ON

Summary

Experienced in lead generation using various tools such as social media forums, LinkedIn automation, email marketing, Manta.com, BBB.org, and Yelp.com. Proficient in Salesforce.com and skilled in data management and analysis. Former Customer Service Officer at Axis Bank Ltd with IRDA certification for insurance. Four years of professional experience with a strong understanding of financial services management, compliance, and investment products. In-depth knowledge of KYC regulations and protocols. Skilled in offering comprehensive financial products to customers, including banking, insurance, and investment products like mutual funds and stock market investments. Familiar with key banking regulatory and audit requirements. Demonstrated track record as a Teller in handling cash transactions. Committed to maintaining quality and attention to detail while contributing to best practices and process improvements. Valuable team player with excellent problem-solving, analytical, reasoning, and debugging skills. Quick learner and adept at mastering new concepts. Self-motivated and capable of assuming responsibility while working autonomously in a professional manner.

Overview

9
9
years of professional experience

Work History

Sales Data Analyst

Briq
05.2022 - 01.2023
  • 1-3 years of professional experience in customer service, sales, or data entry roles
  • Proficiency in the Salesforce platform, including data import/export processes
  • Excellent responsiveness, communication, and interpersonal skills
  • Self-motivated, fast learner with attention to detail and quality
  • Experience in utilizing data research tools such as Zoominfo or similar systems is a plus
  • Experience in using Marketing Automation Platforms such as Marketo is a plus
  • Analyze existing Salesforce account and contact data to identify inaccuracies and ensure that our database is up-to-date
  • Research contacts and accounts that meet our Target Addressable Markets
  • Update accounts and contacts with the data enrichment system
  • Identify opportunities for improvement, maintain accurate records, and correct issues with data (fixing account/contact information, numbers, etc.)
  • Enrich prioritized marketing lists and import them to the marketing automation platform
  • Own data entry processes and enrich the marketing lists from various sources
  • Work closely with sales and marketing to develop targeted lists and drive opportunities for new business
  • Have the ability to operate beyond your role and help the team continuously improve and optimize our process, training, and use of technology

Lead Associate

WNS Global Service
04.2018 - 05.2022
  • Helped set goals and work toward achieving them by educating mentees about the process, as the need arises
  • Provided an environment that supports constructive feedback on performance
  • Managing the queue, allocation, and shrinkage in the shift
  • Monitoring and publishing business requirement reports daily
  • Working As a LYTX- LV TEAM (Lead Validation)
  • Analyze marketing performance data to elevate meaningful insights to inform future strategies and plans
  • Utilize tools to establish campaign measurement, and analyze post-campaign results to identify drivers of campaign performance
  • Report on data from a variety of systems and resources for a consolidated view of marketing activities
  • Experience with Salesforce.com and CRM’s
  • Excellent data management and analytical skills
  • As a Lytx DRA, we review and analyze each event for potential risk
  • Performing clip review and scoring functions by Lytx training program, policies, and Procedure
  • Escalating questions/concerns/issues related to particular clip scoring or interpretation of the event to supervision for clarification
  • Analyzing capture events generated by the recorder’s g-force sensors and providing feedback to clients

Assistant Manager

Axis Bank Limited
09.2013 - 12.2017
  • Handling overall branch operations as per the bank's compliance policy
  • Preparing for Audit and regulatory requirements at the Branch level
  • Ensuring KYC protocol is followed as per regulation
  • Processing and verification of customer and bank-induced transition i.e
  • Clearing, Cash, remittance, demat
  • Monitoring of banking software – FINACLE and coordinating with the IT Team
  • Handling KYC verification of all savings and current accounts
  • Experience in selling various products and services of the bank to clients
  • Increased sales potential by formulating suggestions to place current promotions at each teller station to have the materials readily available to present to clients when they approach the desk
  • Ensuring Smooth Functioning of day-to-day branch operations and maintaining standards set by the bank and audit department in the branch
  • Achieving CASA and IPG budget, Generating business, and cross-sell
  • Awarded for life insurance campaign and general insurance Campaign by Axis Bank JFM contest

Education

B.E - Electronics, and Telecommunication

CSVTU
01.2013

Skills

  • Business Development
  • Branch Operations
  • Customer Relationship Management
  • Team management
  • Customer service

Co Curricular Activities And Achievements

  • Participated in a 7-day training program conducted by Axis Bank Ltd.
  • Experience with Marketo and SalesForce.com preferred.
  • Awarded as best employer during the demonetization period.
  • Clear IRDA CERTIFICATE to act as Corporate Agent.
  • ‘Rupees prichey program’ certification given by Axis Bank Ltd.
  • Basic MS Excel proficiency.

Key Strength Areas

  • Business Development
  • Branch Operations
  • Customer Relationship Management
  • Team Management

Timeline

Sales Data Analyst

Briq
05.2022 - 01.2023

Lead Associate

WNS Global Service
04.2018 - 05.2022

Assistant Manager

Axis Bank Limited
09.2013 - 12.2017

B.E - Electronics, and Telecommunication

CSVTU

Similar Profiles

CREATE PROFILE
BHAWNA SINGH