Rajneet Kaur Bhogal
Brampton,ON
Summary
Ambitious Finance Manager offering over 5 years of experience increasing productivity through automation of processes. Confident individual with track record of accurate reporting and analysis. Highly experienced in mentoring employees, leading talented teams and making decisions promptly.
Overview
7
7
years of professional experience
Work History
Assistant Manager(Finance)
HDFC BANK
NEW DELHI, India
07.2019 - 01.2024
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
- Recommended new financial and accounting software packages. replacing various non-integrated offerings.
- Analyzed competitors and market trends to facilitate business growth.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Used hedging to mitigate financial risks related to interest rates on company's borrowings.
- Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
Insurance Consultant
ICIC BANK
NEW DELHI, INDIA
01.2017 - 06.2019
- Developed client-specific insurance plans tailored to individual needs and preferences.
- Conducted comprehensive reviews of existing policies, making recommendations for improvement or changes.
- Analyzed clients' financial positions, liabilities and assets to determine appropriate coverage levels.
- Educated clients on industry standards, regulations and best practices related to insurance coverage.
- Prepared presentations for prospective customers demonstrating the benefits of specific products or services.
- Assisted customers in filing claims and providing necessary documentation upon request.
Education
BACHELOR IN COMMERCE - Accounting
DELHI UNIVERSITY
NEW DELHI, INDIA03-2018
Skills
- Credit And Cash Transactions
- Business Development
- Managing Risk
- Financial Budgeting
- Financial Planning Expertise
- Market Analysis
- Investment Strategies
- Risk Mitigation
- Superior Time Management
- Management Experience
Languages
English
Professional
Hindi
Professional
Punjabi
Professional
Timeline
Assistant Manager(Finance)
HDFC BANK
07.2019 - 01.2024
Insurance Consultant
ICIC BANK
01.2017 - 06.2019
BACHELOR IN COMMERCE - Accounting
DELHI UNIVERSITY