Overview
Education
Certification
Additional Information
Summary
Skills
Work History
Hi, I’m

Udit Bansal

Peterborough,ON
Udit Bansal

Overview

3
Certificate
3
years of professional experience

Education

Fleming College
Peterborough, ON

Graduate Certificate from Global Business Management
05.2020

Pune University
Pune, Maharashtra

Bachelors of Business Administration from Finance
05.2017

Certification

  • CANADIAN SECURITIES COURSE, CANADIAN SECURITIES INSTITUTE
  • TALLY ERP 9.0

Additional Information

1) Inter-College case study competition winner

2) Participated in School's Annual Functions




Summary

Dedicated and detail-oriented professional with a strong educational background in finance, complemented by hands-on experience as a lab technician. Possesses a deep-seated interest and emerging experience in the finance industry. Eager to leverage analytical skills, financial knowledge, and a client-focused approach to deliver timely and accurate financial advice tailored to clients' unique needs. Demonstrates a commitment to continuous learning and a passion for helping clients achieve their financial goals through informed decision-making and personalized service.

Skills

  • Communication Skills
  • Friendly, Positive Attitude
  • Teamwork and Collaboration
  • Precision and Accuracy, Laboratory experience
  • Emotional Intelligence
  • Market Research and Analysis
  • Business Administration
  • Finance, accounting and insurance understanding
  • Finance knowledge
  • Investment Analysis
  • Portfolio Management
  • Financial Planning
  • Regulatory Knowledge
  • Economics and Market analysis
  • Equity and Fixed Income Analysis
  • Derivatives and Risk Management
  • Ethical and Professional Standards
  • Communication and Client Relations
  • Microsoft Office/ Workflow Documentation
  • Regulatory Compliance
  • Process Improvement
  • Decision-Making
  • Food Manufacturing

Work History

Tata Consultancy Services

Process Associate
06.2017 - 10.2018

Job overview

  • Reduced errors in data entry tasks by consistently cross-checking and verifying entered information against source documents.
  • Supported underwriting team''s decision-making process by gathering pertinent applicant information and maintaining accurate records.
  • Ensured timely payments for clients'' claims, diligently entering payment details and following up on any discrepancies.
  • Increased operational efficiency through proficient use of various software programs required for specific insurance data entry tasks.
  • Maximized customer satisfaction by promptly addressing inquiries related to policyholder records or claim status updates.
  • Demonstrated strong problem-solving skills, addressing any encountered issues related to data entry processes in a timely and effective manner.

TREEWELL LIMITED

Food Production Supervisor
06.2021 - 01.2023

Job overview


  • Proposed an outsourcing strategy for streamlining operations and reducing overhead costs.
  • Successfully introduced cost-saving techniques in food production processes, resulting in reduction in operational expenses within the first year.
  • Perform tasks related to shipping and transportation of orders that required labeling, consolidation, final packaging and loading.
  • Efficiently organized and maintained equipment to keep laboratory productive and safe.
  • Rendered directional flow to business through identifying and rectifying flaws by critical and relevant substitutes product's evolution.

Mr. Sub

Shift Manager
06.2023 - 07.2024

Job overview

  • Ensuring compliance with health and safety regulations, food safety standards, and company policies.
  • Monitoring inventory levels, conducting inventory counts, and placing orders for supplies as needed.
  • Providing training and guidance to new and existing employees on company policies, procedures, and job duties. Overseeing the day-to-day operations and activities of the team during a specific shift.
  • Scheduling shifts, assigning tasks, and ensuring adequate staffing levels to meet operational needs.
  • Resolving conflicts, addressing customer complaints, and handling any issues or emergencies that arise during the shift.
  • Completing paperwork, maintaining records, and performing other administrative duties as required by the company such as tracking receipts, employee hours, and inventory movements.




SGS Inc

Laboratory Technician
04.2024 - Current

Job overview

  • Maintained a high level of accuracy in test results by following strict quality control procedures.
  • Performed testing and quality control using approved laboratory procedures and instrumentation.
  • Contributed to a safe working environment by consistently following established safety procedures and guidelines within the lab setting.
  • Cleaned and sterilized tools and equipment to maximize purity of specimens.
  • Maintained documentation on tests performed in lab.
  • Documented information by maintaining daily logs and equipment record books.

Total Credit Recovery

Debt Counselor
05.2021 - 07.2021

Job overview

  • Received and submitted customer payments to further reduce open account balances.
  • Negotiated with creditors on behalf of clients to arrange for payment adjustments, interest rate reductions or payment plans.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Identified issues, analyzed information and provided solutions to problems.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
Udit Bansal