VANSHIKA SHARMA
Toronto,ON
Summary
Operations Executive with 2 years of comprehensive experience overseeing daily operations of Financial firm. Hardworking and versatile professional well-versed in executing business strategies, preparing and implementing business plans and overseeing financial performance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Operation Executive
FINANCIAL MART
JAMMU, JAMMU AND KASHMIR
11.2021 - 08.2023
- Executed all domestic trade instructions from standard to complex transactions
- Monitored daily the cash flow activities of clients to ensure enough funds available for client's transactions.
- Established relationship with clients by analyzing the issue and determining next steps to solve those issues.
- Perform documentation after interacting with new potential clients in order to open new account and ensure customers needs are fulfilled.
- Maintain the confidentiality of the clients.
- Kept and maintained records of day to day activity and managed the day-to-day customer service.
- Assisted in the development of policies and procedures related to mutual fund operations.
- Performed KYC of the clients in order to know their needs which help them to give what product suits their best interest.
- Actively and effectively manages the day-to-day customer service.
SR. FSM SOURCING
ICICI PRUDENTIAL LIFE INSURANCE
JAMMU
10.2020 - 10.2021
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Education
MBA - Finance and HR
JAMMU UNIVERSITY
JAMMU, JAMMU AND KASHMIR10-2020
Bachelor in Engineering - Applied Electronics And Instrumentation
JAMMU UNIVERSITY
JAMMU, JAMMU AND KASHMIR05-2017
High School Diploma -
KC PUBLIC SCHOOL
JAMMU, JAMMU AND KASHMIR03-2013
Skills
- Operations Management
- Client Service
- Organizational Skills
- Time Management
- Attention to Detail
- Customer Needs Assessment
- Records Management
- Relationship Building
Certification
- CIFC (Canadian Investment Funds Course)- IN PROGRESS
References
References available upon request.
Timeline
Operation Executive
FINANCIAL MART
11.2021 - 08.2023
SR. FSM SOURCING
ICICI PRUDENTIAL LIFE INSURANCE
10.2020 - 10.2021
MBA - Finance and HR
JAMMU UNIVERSITY
Bachelor in Engineering - Applied Electronics And Instrumentation
JAMMU UNIVERSITY
High School Diploma -
KC PUBLIC SCHOOL
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