Banking
Resume:
Vaishnavi Kannan
E-mail: adj675@r.postjobfree.com
Phone: +1-857-***-****
Date of Birth: 12th DECEMBER 1994
Address: ***-*** ***** ***** ****., Halifax, NS, B3M 0P1
Languages: English and Indian Languages (Hindi, Marathi, Tamil, Telugu.)
CAREER OBJECTIVE
To pursue a challenging career demanding all my skills and adapt myself in different fields having vast growth potentials to learn and contribute for the growth of the organization.
EDUCATIONAL QUALIFICATIONS
Mumbai University, Mumbai, India June 2015
Bachelor’s in commerce with major in Accounting and Finance.
Class representative
Part time assistant for college administrative department.
Event coordinator/Planner
Vocalist in the college band
ICSI, Mumbai, India February 2013
CS Foundation course
KET’s V. G. Vaze College, Mumbai, India February 2012
High School
Class Representative for 2 years
Team leader of the Cultural Events group for organizing events.
Lead vocalist for the singing group.
KEY SKILLS
Good understanding of GAAP
Good understanding of Company Law
Financial Statement Analysis
Advanced Microsoft Office skill
TCS Bancs application
Effective communication skills.
Event planning and organizing skills
Positive Attitude
Quick learner and smart working.
EXPERIENCE
TD Bank, Massachusetts, USA April 2019
Worked as a CSR and a financial advisor to the customers.
Guide new and existing customers and help them choose a plan that is apt for their current financial investment and that will also help them grow in future.
Assisted customers with account opening followed by service requests and queries regarding the new and existing accounts.
Direct face to face interaction with customers.
Promoting and assisting customers towards usage of online banking.
Carried out administrative duties and book keeping.
IDFC Bank, Mumbai, India November 2016
Validated and verified documents and KYC forms required for Savings Account creation.
Assisted customers with creating Personal Accounts through both physical and online portals.
Maintained records of daily transactions and accounts opened for easy access and to maintain an audit record within the team.
Created and maintained a weekly and monthly records for all the accounts opened and closed for the Savings account team and presented it to the management.
Was made the single point of contact for processing all personal banking service requests that were raised through online portals.
4 months cash handling.
Tata Chemicals Ltd., Mumbai, India September 2016
2 months of internship under the staff accountant
Understanding of Company policies and products
Reading financial statements.
Analyzing and deriving data from the financial statements.
Trained under the project coordinator
Event Coordinator, Mumbai, India January 2012
3 years of organizing and managing local events including stage set up, props, food, stationary and other requirements.
Planning and coordinating local society cultural events, college events.
Setting up and decorating for local festivals.
Financial advisor for the planning committee
ADDITIONAL TRAINING
Successfully completed training for AML-KYC for the bank.
Successfully completed training for Indian IT Act, under FATCA/CRS Compliance
Successfully completed all in-house training with regards to operation of banks in the US.
ACHIEVEMENTS
IDFC Bank
Appreciated personally by the COO of the bank as the most efficient and the single point of contact for processing all digital channel sourced service requests.
Was awarded by management for processing most number of service requests for the year.
Awarded best employee for the year 2016-2017 in the Retail Operations Department
TD bank
Appreciated by the bank managers and the local authority for stopping a fraudulent account opening process.
Always ranked in the top 10 across Massachusetts for contributing to the sales of the bank.
Notary Public appointed by the Commonwealth of Massachusetts.
INTERESTS & ACTIVITIES
Singing
Event Planning and organizing
Reading
Cooking.
Contact this candidate