Sageline 50 , Xero Accounting, Finacle
Gurleen Kaur Talwar
City of London,LND
Summary
I have a combined experience in banking, accounting, and customer service executive roles spanning five years. I've acquired strong mathematical skills for calculations and financial analysis. I understand complex financial scenarios and industry changes. I have developed skills of understanding clients' financial goals and offering empathetic solutions. Willing to work with cross-functional teams to achieve project goals. Learnt ability to analyze data, identify trends, and draw meaningful insight. Now, I’m ready for new challenge. I want to gain experience as business analyst in banking and finance or education or healthcare industry.
Overview
6
6
years of professional experience
7
7
years of post-secondary education
Work History
Customer Executive Operations
Aegis Customer Services Private Limited
Hyderabad , India
07.2021 - 08.2022
- Developed and implemented customer service initiatives to decrease wait times by taking 100-120 chats per day with proper time management and provided necessary resolutions.
- Maintained customer satisfaction with forward- thinking strategies focused on addressing customer needs and resolving concerns.
- Resolved concerns with products or services to help with retention and drive sales.
- Collected more than 200 customer feedback and made process changes to exceed customer satisfaction goals.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
Management Trainee
PMC BANK
New Delhi, India
03.2017 - 08.2020
- Produced and executed more than 150 loan packages.
- Networked with realtors and current clients to generate referrals.
- Established more than 300 new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Developed customized solutions of deposit, lending, and other products for small business customers.
- Created and managed community events and customer promotions.
- Provided advice on different bank products and financial options.
Accounts Executive
Harnam Singh Charitable Trust
New Delhi, India
04.2016 - 01.2017
- Supported Monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger through ERP Software.
- Evaluated and improved financial records to make important business decisions.
- Detected and corrected mistakes early and implemented systems to avoid recurring issues.
- Manually reconciled more than 100 accounts and reviewed expense data, net worth, and assets.
Education
MBA - Business Management
University of West London
London 09.2022 - 05.2024
B.com (Hons) - Commerce
Delhi University
New Delhi 06.2010 - 08.2014
Higher Senior Secondary Education - Commerce
CBSE
New Delhi 04.2009 - 06.2010
Skills
File and database management, Documentation and reporting
undefinedSoftware
MS Office, CRM, Quickbooks
Timeline
MBA - Business Management
University of West London
09.2022 - 05.2024
Customer Executive Operations
Aegis Customer Services Private Limited
07.2021 - 08.2022
Management Trainee
PMC BANK
03.2017 - 08.2020
Accounts Executive
Harnam Singh Charitable Trust
04.2016 - 01.2017
B.com (Hons) - Commerce
Delhi University
06.2010 - 08.2014
Higher Senior Secondary Education - Commerce
CBSE
04.2009 - 06.2010
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