Summary
Overview
Work history
Education
Skills
Certification
Languages
Timeline
References
Custom
References
Generic
Deepali Pathania

Deepali Pathania

Belfast,County Antrim

Summary

Dynamic professional with experience and expertise in Financial Industry. Skilled in agile project management and communication, with a strong focus on data visualisation and corporate relationship management. Proven track record in quality assurance and sales, aiming to leverage these competencies towards impactful business solutions.

Overview

2
2
years of professional experience
7
7
years of post-secondary education
1
1
Certificate

Work history

Analyst

FinTrU
Belfast
08.2023 - Current
  • Worked for Tier 1 Investment bank and a Payroll software software company within their KYC division.
  • Led quality assurance initiatives during client lifecycle management system migration.
  • Delivered updates to stakeholders, proactively addressing potential issues.
  • Engaged with team members to clarify requirements and enhance alignment.
  • Performed comprehensive KYC/CDD reviews, including identity verification and risk assessment.
  • Collaborated with colleagues to increase efficiency through effective communication.
  • Participated actively in professional trainings to maintain updated knowledge of analytics tools,.
  • Leveraged Excel functions for streamlined data evaluation and presentation,.
  • Assisted with continuous improvement initiatives and added suggestions, applying data findings to address underperforming areas.
  • Exceeded daily targets with highest Right First-Time accuracy rate in team.
  • Managed KYC forms while maintaining high standards of accuracy and compliance.

Pension administrator

MUFG Pensions
11.2023 - 07.2024
  • Consistently maintained high standards of work quality and efficiency, contributing to overall team performance
  • Proactively identified and escalated problem areas within processes and implemented effective solutions, leading to improved operational efficiency.
  • Managed pension transfers for members, ensuring smooth and timely processing, and maintaining compliance with regulatory requirements
  • Volunteered to learn about Creative Pension Trust's processes while working with Cushon Pension Trust, significantly increasing knowledge, understanding of industry practices, and helping Creative team with workload.
  • Proactively upskilled in various areas of pension operations, enhancing overall expertise and capability within the field
  • Undertook overtime projects and responsibilities, ensuring their successful completion and demonstrating a strong work ethic
  • Handled sensitive member data confidentially, respecting privacy laws and regulations at all times.
  • Provided excellent customer service to pensioners whilst resolving their concerns and queries.

Education

Bachelor of Science - Business Management

Queen's University Belfast
Belfast
09.2020 - 12.2023

A-Levels - Business

The Lawrence School Sanawar
India
05.2014 - 05.2018

Skills

  • Microsoft Office
  • Excel
  • PowerPoint
  • Word
  • Agile Project Management
  • Communication
  • Data Visualization
  • Corporate Relationship Management
  • Quality Assurance
  • Sales


Certification

CISI -Introduction to Investment Securities

Future Ready Award - Queens University Belfast

Languages

English
Fluent

Timeline

Pension administrator

MUFG Pensions
11.2023 - 07.2024

Analyst

FinTrU
08.2023 - Current

Bachelor of Science - Business Management

Queen's University Belfast
09.2020 - 12.2023

A-Levels - Business

The Lawrence School Sanawar
05.2014 - 05.2018

References

References available upon request.

Custom

  • Proficient in Microsoft Office (Excel, PowerPoint, Word)
  • IOC Level 1 (Introduction to Securities and Investments) - Pass with merit
  • Agile Project Management - Udemy
  • Communication (verbal and written)
  • Microsoft Excel: Data Visualization - Udemy
  • Corporate Relationship Management - Udemy

References

References available upon request.

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Deepali Pathania