SHIVAM MONGA
Toronto,Canada
Summary
Dedicated and results-driven financial professional seeking to leverage my expertise in customer relationship management and financial analysis to contribute to the growth and success of a dynamic financial institution. Eager to apply my skills in problem-solving and strategic client acquisition in a challenging role providing opportunities for professional development and career advancement.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Customer Experience Associate
The Bank of Nova Scotia
2023.08 - Current
- Processing financial transactions like deposits, withdrawals, and bill payments as per operating standards of Bank of Nova Scotia
- Exceeded goals by promoting banking solutions, resulting in a 20% increase in client acquisition and maintaining 99% accuracy in business processes
- Generating business referrals to Financial Advisors to enhance sales, leveraging strong networking and interpersonal skills
- Opening of new day to day and savings accounts and referring them to financial advisors for investments
- Training new CEAs and helping them to achieve their goals.
Operations Analyst
Linguistic Tank
Toronto , Canada
2022.02 - 2023.08
- Verified entries and balanced system reports, achieving a 98% reconciliation rate
- Resolved and documented purchase order, contract, invoice discrepancies, maintaining a 100% resolution rate
- Generated regular reports on operational performance metrics, facilitating progress tracking and identification of optimization areas, leading to a 10% improvement in efficiency
- Proactively followed up with vendors, reducing payment discrepancies by 30%
- Actively participated in continuous improvement initiatives to drive efficiency, reduce costs, and enhance customer satisfaction.
Operations Coordinator
Garden Gym Pvt. Ltd.
Delhi , India
2019.06 - 2021.09
- Compiled budget, income, and P/L statements, resulting in a 10% reduction in financial reporting time
- Assessed risk on financial decisions, contributing to a 15% increase in risk-adjusted returns
- Prepared and presented monthly and quarterly reports on analysis and assessment, leading to a 20% improvement in decision-making accuracy
- Monitoring and evaluating operational processes to ensure adherence to quality standards and regulatory requirements.
Education
Post Graduation in Business Analytics -
George Brown College
Toronto, Canada2022-09
Post Graduation in Supply Chain Management -
Seneca College
Toronto, Canada2021-09
Bachelor of Commerce (H) (Majored in Accounting) -
Delhi University
Delhi, India2015-07
Skills
- Financial analysis
- Problem Solving
- MS Office
- Pivot Tables
- Knowledge of Salesforce
- Interpersonal communications skills
- Customer relationship management
Certification
- Investment Funds in Canada, 03/2024
- CIFP, Pursuing
Timeline
Customer Experience Associate
The Bank of Nova Scotia
2023.08 - Current
Operations Analyst
Linguistic Tank
2022.02 - 2023.08
Operations Coordinator
Garden Gym Pvt. Ltd.
2019.06 - 2021.09
Post Graduation in Business Analytics -
George Brown College
Post Graduation in Supply Chain Management -
Seneca College
Bachelor of Commerce (H) (Majored in Accounting) -
Delhi University
- Investment Funds in Canada, 03/2024
- CIFP, Pursuing
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