Shweta
Brampton,ON
Summary
Results-driven professional with over Eight years of experience in Finance industry relate to Bookkeeping, Customer Service, Loan Disbursement, Sales, Insurance and Collections. Seeking challenging position to apply strong analytical, financial skills and facilitate organizational growth.
Overview
8
8
years of professional experience
Work History
Bookkeeper
BALI CPA Professional Corporation
01.2023 - Current
- Calculate and prepare cheques for Payroll
- Keep financial records and establish, maintain and balance various accounts using manual and compurised bookkeeping systems.
- Maintain general ledger and financial statement ; Post Journal entries
- Manage account payable and account Receivable.
- Prepare tax returns and trial balance of books.
- Maintain and create invoices - vendors and customers.
- Reconcile accounts and perform basic bookkeeping accounting tasks.
- Prepare other statistical, Financial Statements and accounting reports.
Assistant Manager
HDFC Ergo General Insurance Limited Company
01.2022 - 12.2022
- Ensuring company policies are followed.
- Provide knowledge and information about health insurance and accidental insurance plans.
- Explain modes of premium payments and coverage.
- Develop good customer relationships.
- Allow knowledge of emerging and consistent trends to inform purchasing and product decisions and solutions.
- Retaining the existing customers of the company.
Relationship Manager
Niva Bupa Health Insurance Company Limited
01.2022 - 07.2022
- Maintaining a deep knowledge of company products and services
- Converting leads of General Insurance
- Resolving complaints and issues efficiently and in a timely manner.
- Identify key staff in client companies to cultivate profitable relationships.
Phone Banker
HDFC Bank Private Ltd. (HDB Financial Services)
10.2017 - 03.2022
- Providing access to telephone banking, and online banking services and open new personal and business accounts.
- Encourage the selling of investment, loan, credit, and deposit products and services.
- Conduct interviews with applicants for loan for businesses, home,education and personal use.
- Help clients by putting forward alternatives to handle financial goals like debt management, investing, and business advancement.
- Finalized loan and credit documents.
- Examine and assess the loan applicant's credit, references, financial situation, and capacity to repay the loan.
- Send loan and credit application to the manager or credit manager with suggestion for acceptance and rejection; alternatively, approve or reject applications within permitted bounds while making sure the institution's credit criteria are upheld.
- Examine and update loan and credit records
- Give service to convert their credit card bills into smart EMI options.
- Help them to make registration of auto payments of their bills from account or credit cards.
- Create leads of term plan, Life insurance, Health insurance and saving plans and follow them until final closure.
Education
Diploma - Financial Technology (Fintech)
Conestoga College
Kitchener, ON08-2023
MBA - Finance & Accounting
Amity University
India06-2017
Bachelor Of Commerce (B’COM) -
University of Delhi
India06-2014
Skills
- Expertise in Excel and QuickBooks for data management
- Knowledgeable in corporate technology frameworks
- Evaluation of financial statements for creditworthiness
- Accounting and bookkeeping
- Audit preparation
- Cash flow management
- Payroll administration
- Accounting
- Financial recordkeeping
Availability
Available for full-time employment.
Timeline
Bookkeeper
BALI CPA Professional Corporation
01.2023 - Current
Assistant Manager
HDFC Ergo General Insurance Limited Company
01.2022 - 12.2022
Relationship Manager
Niva Bupa Health Insurance Company Limited
01.2022 - 07.2022
Phone Banker
HDFC Bank Private Ltd. (HDB Financial Services)
10.2017 - 03.2022
Diploma - Financial Technology (Fintech)
Conestoga College
MBA - Finance & Accounting
Amity University
Bachelor Of Commerce (B’COM) -
University of Delhi
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