Simran Rana
Brampton,ON
Summary
Experienced and proactive financial advisor with one year of industry experience, providing customized solutions and advice to existing as well as prospected clients, evaluating their investment portfolio and risk tolerance to build a futuristic plan to active their life milestones. Strong attention to detail, exceptional interpersonal, communication, creative thinking and technically sound with various computer programming skills. Holding Masters of Science degree, Bachelor of Computer application from Punjab university Chandigarh and Post Graduation diploma (mobile applications) from Lambton college Toronto. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
2
2
years of professional experience
Work History
Financial Service Advisor
Habib Canadian Bank
10.2022 - Current
- Involved in operational activities i.e
- Compliance, reconciliation, and reporting
- Initialization of continuous improvement and execution with operational excellence
- Identify the personal and business baking customers' requirements and provide tailor-made solutions designed to create future business scopes
- Keen to a goal-oriented approach
- Proactively involved in branch sales and operational activities
- Acquisition, enhancing and retention of existing and prospective customers through reference management system
- Identify existing accounts with larger balances maintains family accounts (group account) and business accounts
- Approach to upgrade relationship in preferred banking groups
- Maintain CRM and Bank ERP system with customer daily activity update and future business prospective
- Reviewing and analyzing the suspicious transactions AML as well as sanctions screen to comply with country compliance and regulatory requirements
- Cultivate and strengthen relationships with new clients and educate clients on accounting services and capabilities
- Participated in team meetings and training sessions to stay informed about product updates and changes
- Maintained up-to-date knowledge of product and service changes
- Collaborated with team members to streamline processes and improve overall client experience
- Developed and maintained strong relationships with clients to maximize satisfaction.
Mobile Application Developer (Trainee)
Enterprise Mobility Xpert
01.2019 - 06.2019
- Developed software applications in a test-driven environment
- Tested and deployed software products that are scalable and highly available
- Assisted in the production of user guides
- Analyzed work to provide reasoning for new systems, procedures, and testing
- Tested troubleshooting methods and documented resolutions for inclusion in the knowledge base for use by the support team
- Maintained up-to-date understanding of industry developments, ensuring that applications remained relevant and competitive within their particular marketplaces
- Participated in design and planning exercises for upcoming software rollouts
- Designed and created analytical data structures
- Worked with cross-functional teams to seamlessly integrate new features into existing systems
- Performed data modeling, performance, and integration testing
- Resolved system test and validation issues to ensure normal program operation
- Used ASP.NET, JavaScript, and SQL Server to create new applications
- Demonstrated collaborative and effective work skills through team initiatives
- Successfully managed time to meet deadlines for all tasks
- Acquired extensive knowledge in data input, analysis, and reporting
- Strong work ethic, detail-oriented and well-organized
- Applied critical thinking to analyze problems, assess solutions, and make judgments
- Demonstrated attention to detail when completing assignments
- Improved communication and organizational abilities through collaborative projects.
Education
Post graduate diploma in mobile applications design and development -
04.2022
Master of Science in Information Technology -
06.2019
Bachelor of Computer Applications -
06.2017
Skills
- HTML, CSS, SQL, C, PHP, Java Script, Java, and Swift
- MS Project, MS Visio, MS Office, Adobe Illustrator, Adobe XD, Ms Office, Apache, Visual Studio, Sublime, IntelliJ, XCode, Code Lite, Bootstrap, Eclipse and Nodejs
- Access, Relational Databases, SQL, MySQL and Oracle
- Multitasking and decision maker
- Take initiative and self-driven
- Problem Solver
- Adaptable and Independent
- Data entry skills
- Organizational skills
- Customer service skills
- Communication skills (written and verbal)
- Leadership qualities
Languages
English
Full Professional
Timeline
Financial Service Advisor - Habib Canadian Bank
10.2022 - Current
Mobile Application Developer (Trainee) - Enterprise Mobility Xpert
01.2019 - 06.2019
Lambton College - Post graduate diploma in mobile applications design and development,
Panjab University - Master of Science in Information Technology,
Panjab University - Bachelor of Computer Applications,
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