Deepak George
Edmonton,Canada
Summary
Canadian Citizen. Proficient Banking Financial Advisor and Management Professional, having 10+ years of exceptional record of delivering cost-effective, high-performance technology solutions to meet challenging business demands. Qualified in various facets of information systems methodology from conceptual design through documentation, implementation, user training, quality review, and enhancement. Having MBA (MIS)From UK and PGDip (Business Entrepreneurship) from New Zealand with substantial computing background, technical exposure and diverse work experience. Garnered strong leadership, communication and analytical skills from various international environments. Seeking a position in the interdisciplinary fields of Business Analysis, International Marketing and Financial Auditing.
Overview
15
15
years of professional experience
Work History
Senior Retail Associate - Personal Banker
Bank of Montreal (BMO)
01.2023 - 07.2023
- Recognizes and discovers financial needs of customers at all levels and works to find the best solutions for each
- Develops and maintains positive long-term relationships with customers
- Listens to and resolves customer complaints
- If needed, escalates to branch manager or corporate supervisors
- Processes deposits, withdrawals, and cash flow at a teller window as needed
- Sells appropriate banking services and products, including convenience services, certificates of deposit, bonds, investment services, and asset or portfolio management
- Identifies investment needs of customers and provides guidance for reaching investment goals
- Allocates assets for maximum investment potential and reports on gains and losses to customers and management
- Analyzes customer information to identify opportunities for growth and expansion of services.
Assistant Director of Admissions/(Operations)
CDI College
04.2021 - 01.2022
- Coordinate the processing of all student applications from submission to outcome, to ensure that applications are treated in a timely manner and within the standards set by the College
- To offer high quality customer service to all applicants, at all stages of the application process
- Liaise with applicants and their nominated advisers or family, to guide them through the application process, ensuring that they have all the information they require regarding the process, programs and the college
- Manage student data, to secure compliance with the Data Protection Act.
Financial Advisor & Mutual Fund Representative/(Operations)
Scotiabank
05.2019 - 09.2020
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, operations or other information needed to develop a financial plan
- Answering client questions about financial plans and strategies and giving financial advice
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Project Coordinator/Operations
Service Corporation International
10.2018 - 03.2019
- Periodically provide, document and personally meet to discuss Records and Reconciliation Team program statistics with each facility contact, preparing in advance with thoughtful data analysis
- Analyze and evaluate Reconciliations and developments and periodically report these to authorities
- Follows direction of SCI Resources leadership to ensure proper coordination of regional activities and provides routine updates concerning service area activities
- Maintains accurate and current donation partner & stakeholder profile information in database.
Sales Specialist
TELUS - Small Business Solutions
04.2018 - 10.2018
- Clearly define and document marketing objectives and business goals
- Perform market analysis, analyze target audiences and identify key competitors by conducting market research, focus groups, surveys, phone or in-person interviews.
Regional Manager/Operations
ISDC (International Skill Development Corporation)
12.2017 - 02.2018
- Conducts exercises such as direct marketing, conference participation, product training to propagate brand awareness and win subsequent sales for Unified Brands
- Represents the Company and the brand at trade shows and similar events to create business opportunities
- Drive the creation of engaging and impactful trade show displays and activities that will create excitement and interest in the related brands.
Area Manager
Xclusive Commercial Services/Operations
04.2015 - 04.2017
- Dealing with contractors, sub-contractors and solving problems
- Determining stock levels and service standards in business areas.
Sales Operations Executive
Fonterra
08.2014 - 08.2015
- Raise and monitor sales orders and troubleshoot Order Book- according to feedback from Planning and Supply Chain teams
- Manual Certificate of Analysis
- Sync information with Supply Chain team, Fonterra Brands Australia and Fonterra Ingredients Australia Market
- Review C2S allocation, calculate lead time and vessel coordination by recording shipping information to relevant tracker.
Business Practices Analyst
GE/Credit Suisse
01.2011 - 12.2011
- Oversaw excellent implementation of Contact Management System - interAction
- Responsible for supporting InterAction to EY MEA/MENA region operating from the Accounts & Business Development team
- Became a part of the MEA/MENA/EMEIA/Global network influencing key individuals to ensure outputs are appropriate or customized for the Global market and operations are effectively leveraged
- Ensured effective execution of the E&Y marketing plan and worked with the marketing community to positively enhance the company's reputation in marketing by overseeing the production of quality, consistent messages into the market, through all channels.
Senior Executive - IT Procurement
KPMG
07.2009 - 10.2010
- Delivered sourcing recommendations based on comprehensive competitive analysis, including financial appraisal
- Worked out appropriate requirement forecasts and communicated to vendors in a timely manner with support from the supply chain team and operations
- Dealt with almost 140 vendors, activities including monthly account reconciliation and quarterly outstanding closure.
Business Process Specialist
Ernst & Young
02.2008 - 03.2009
- Worked as a process specialist with the auditing software - Global Tool for Acceptance and Continuance
- Prepared Market Intelligence reports on the Middle East market using BI tools
- Provided weekly updates to internal E&Y partners in the Middle East market via newsletters and reports
- Provided opportunity alerts on various accounts on a monthly basis like GE, SHELL, ARAMCO etc.
Education
Indian School Muscat- 11th & 12th CBSE -
Good Shepherd International school Ooty ( 7th - 10TH std ICSE) -
Post Graduate Diploma in Business Enterprise - Level 8 -
Southern Institute of Technology
Invercargill, New Zealand01.2014
Post Graduate Certificate in Business Management -
XLRI
Jamshedpur, India01.2013
Master of Business Administration - Management Information Systems -
West Coast University
London, UK01.2006
Bachelor of Science - Information Technology -
Sikkim Manipal University
01.2004
Skills
- SAP: Proficient in all transactions especially CCM (Catalog and Content Management), APO (Advanced Planning and Optimization) and other modules
- MYOB (Accounting Software): Troubleshooting, payroll, sales, purchases
- Oracle: Oracle 10g certified professional
- Web designing: Expertise in HTML, ASP, NET, PHP, SEO, website creation and portal updates
- Multimedia Animation: Proficient in computer graphics, interactive multimedia, animation, games development, web design and web development and media convergence
Training
- Oracle Certified Professional - Oracle 10g+9i 2012
- Oracle Certified Associate - Oracle 10g+9i 2010
- ARENA MULTIMEDIA - Animation & Graphis 2004
- IGNOU - Certificate in Computing 2000
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Malayalam
Native or Bilingual
Tamil
Native or Bilingual
Punjabi
Limited Working
Timeline
Senior Retail Associate - Personal Banker
Bank of Montreal (BMO)
01.2023 - 07.2023
Assistant Director of Admissions/(Operations)
CDI College
04.2021 - 01.2022
Financial Advisor & Mutual Fund Representative/(Operations)
Scotiabank
05.2019 - 09.2020
Project Coordinator/Operations
Service Corporation International
10.2018 - 03.2019
Sales Specialist
TELUS - Small Business Solutions
04.2018 - 10.2018
Regional Manager/Operations
ISDC (International Skill Development Corporation)
12.2017 - 02.2018
Area Manager
Xclusive Commercial Services/Operations
04.2015 - 04.2017
Sales Operations Executive
Fonterra
08.2014 - 08.2015
Business Practices Analyst
GE/Credit Suisse
01.2011 - 12.2011
Senior Executive - IT Procurement
KPMG
07.2009 - 10.2010
Business Process Specialist
Ernst & Young
02.2008 - 03.2009
Indian School Muscat- 11th & 12th CBSE -
Good Shepherd International school Ooty ( 7th - 10TH std ICSE) -
Post Graduate Diploma in Business Enterprise - Level 8 -
Southern Institute of Technology
Post Graduate Certificate in Business Management -
XLRI
Master of Business Administration - Management Information Systems -
West Coast University
Bachelor of Science - Information Technology -
Sikkim Manipal University