NOORA MOHAMMED NASIRUDDIN
Mississauga
Summary
Detail-oriented and highly analytical professional with a proven track record in administrative operations, data processing, and financial services. Expertise in managing client relationships, processing financial transactions, and optimizing workflows for efficiency. Skilled in data analysis, CRM systems, and reporting tools with an ability to drive strategic decisions. Strong communicator and problem-solver, adept at identifying opportunities for process improvement. Seeking a remote administrative or data analyst role to leverage my skills in process efficiency, data-driven decision-making, and client support, contributing to organizational success.
Overview
12
12
years of professional experience
Work History
Financial Services Representative
Primerica Financial Services
11.2023 - Current
- Manage client requests for insurance and investment solutions, ensuring tailored financial security strategies
- Provide expert financial advice, guiding clients in wealth management, retirement planning, and risk mitigation
- Handle mutual fund transactions, including KYC updates, redemptions, and account openings, ensuring compliance with regulatory standards
- Sell life insurance policies based on client needs, ensuring long-term financial protection
- Conduct outbound calls to prospects to discuss financial products and services, leading to new client acquisitions
- Respond to inbound calls from clients to address their queries and provide tailored solutions for their financial needs
- Provide expert guidance on financial planning, helping clients make informed decisions
Advisor
National Bank of Canada
06.2021 - 11.2023
- Processed client account openings, routine banking transactions, and financial product applications with accuracy
- Provided expert advice on mortgages, investments, and refinancing, aligning with client financial goals
- Handled inbound and outbound calls related to client inquiries, account services, and transaction processing, ensuring excellent customer satisfaction
- Assisted clients with budgeting, investment decisions, and portfolio diversification, optimizing financial growth
- Managed financing applications, including car loans, credit lines, and credit cards
- Collaborated with internal departments to ensure seamless business operations and client satisfaction
- Ensured compliance with federal and provincial banking regulations
Marketing & Administrative Intern
Saysons Web Design & Printing Inc.
04.2020 - 06.2021
- Assisted in the development and implementation of marketing strategies for business growth
- Supported website content creation and graphic design projects
- Managed inbound sales inquiries and customer service responses through phone and email, ensuring prompt and professional service
- Conducted outbound calls to prospective clients to promote products and services, contributing to lead generation and sales growth
- Provided administrative support to ensure efficient business operations
Account Opening & Maintenance Supervisor
Tanfeeth
04.2017 - 04.2019
- Supervised daily account openings and maintenance for Emirates Islamic customers
- Conducted UATs (User Acceptance Testing) for new software implementations
- Managed inbound calls related to account maintenance and transaction inquiries, ensuring quick resolution of issues
- Acted as a liaison for policy and procedural updates within the department
- Trained new employees, ensuring adherence to compliance and operational standards
Account Opening & Maintenance Team Leader
Emirates Islamic Bank
09.2014 - 03.2017
- Led account opening and maintenance processes, ensuring timely service delivery
- Handled inbound calls from customers seeking assistance with account openings and service inquiries
- Managed high transaction volumes while maintaining compliance with banking regulations
- Played a key role in launching a new operating platform for the bank
Business Analyst
Emirates Islamic Bank
05.2013 - 09.2013
- Reformatted and uploaded 1,500+ documents for the bank’s internal database
- Provided technical support for core banking procedures
- Assisted in troubleshooting and system enhancements
Education
Life License Qualification Program (LLQP) -
Durham College
Whitby, ONCanadian Investment Funds Course (CIFC) -
IFSE
Ontario, Canada09-2021
Bachelor of Business Administration - Finance
Skyline University College
O’ & ‘A’ Level Certifications – Ibn -
Seena English High School
2009
Skills
- Financial & Data Analysis: Advanced Excel, Power BI, SQL (Basic), CRM Software
- Administrative & Operational Efficiency: Workflow optimization, compliance management, process streamlining
- Client Relations & Communication: Professional email drafting, customer service excellence, relationship management, outbound & inbound calls
- IT & Systems Management: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Adobe, Hostfront
- Problem-Solving & Decision Making: Risk assessment, conflict resolution, regulatory compliance, strategic thinking
- Time management, Scheduling & Planning
Additional Information
- Work Authorization: Eligible to work in Canada
- References: Available Upon Request
Languages
English
Full Professional
Arabic
Limited Working
Urdu
Limited Working
Hindi
Limited Working
Timeline
Financial Services Representative
Primerica Financial Services
11.2023 - Current
Advisor
National Bank of Canada
06.2021 - 11.2023
Marketing & Administrative Intern
Saysons Web Design & Printing Inc.
04.2020 - 06.2021
Account Opening & Maintenance Supervisor
Tanfeeth
04.2017 - 04.2019
Account Opening & Maintenance Team Leader
Emirates Islamic Bank
09.2014 - 03.2017
Business Analyst
Emirates Islamic Bank
05.2013 - 09.2013
Bachelor of Business Administration - Finance
Skyline University College
O’ & ‘A’ Level Certifications – Ibn -
Seena English High School
Life License Qualification Program (LLQP) -
Durham College
Canadian Investment Funds Course (CIFC) -
IFSE
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