I am looking to work in an organization where I can use my experience to help the organization grow while also gaining valuable experience and new skills.
Overview
8
8
years of professional experience
Work History
SENIOR BANKING ADVISOR
RBC BANK CANADA
Winnipeg, Manitoba
01.2023 - Current
Advise customer on bank services for their needs (e.g
Personal deposit accounts, credit cards and loans)
Manage customer bank accounts; open, close and oversee transactions
Resolve issues with banking services and accounts
Refer clients to in-house financial experts, as needed
Present financial products and services to existing and prospective customers
Reviewed credit applications for accuracy before submitting them for approval.
SENIOR PROCESS ASSOCIATE
COGNEESOL PVT LTD
09.2018 - 03.2022
Accounts payable processing including matching POs with invoices, multi-item invoice entry, entry of checks
Accounts receivable processing- apply customer payments against open invoices and entering receipts
Preparation of month end schedules and simple reports
CUSTOMER RELATIONSHIP MANAGER
HDFC BANK
09.2016 - 10.2018
Understand customer needs and develop plans to address them
Identify key staff in client companies to cultivate profitable relationships
Resolve customer complaints quickly and effectively
Forward upselling and cross-selling opportunities to the sales team
Providing best customer service to the customers
Education
MASTER - BUSINESS ECONOMICS
PUNJABI UNIVERSITY
06.2015
BACHELOR OF COMMERCE -
PUNJABI UNIVERSITY
06.2013
Skills
MANAGEMENT
CALL CENTRE EXPERIENCE
BUSINESS DEVELOPMENT
SALES
COMMUNICATION
MARKETING
LEADERSHIP
MICROSOFT SUITE APPS
FINANCIAL ADVISE
KNOWLEDGE OF BANKING SERVICES
PROBLEM SOLVING
ATTENTION TO DETAIL
DECISION-MAKING
CUSTOMER SERVICE
Timeline
SENIOR BANKING ADVISOR
RBC BANK CANADA
01.2023 - Current
SENIOR PROCESS ASSOCIATE
COGNEESOL PVT LTD
09.2018 - 03.2022
CUSTOMER RELATIONSHIP MANAGER
HDFC BANK
09.2016 - 10.2018
MASTER - BUSINESS ECONOMICS
PUNJABI UNIVERSITY
BACHELOR OF COMMERCE -
PUNJABI UNIVERSITY
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