Roshni Shingdia

Experience

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  Barclays UK

  Jun 2010 - Nov 2013

  Customer Service Representative

  - Followed bank procedures while performing transactions, processing customer deposits, withdrawals, and payments- Controlled and monitored the levels of cash in the teller drawer and following all check cashing and cash handling procedures.- Supported the bank sales team by identifying customer needs and then promoting current offers- Referred customers with financial situations to the financial assisted team.- Performed clerical and administrative duties while dealing tactfully and efficiently with demanding customers. - Assisted with bank branch audits. Writing reports and correspondence on matters related to customer accounts. Show less

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  Aldi UK

  Feb 2014 - Jan 2015

  Assistant Account Manager

  - Prepared sales invoice and led the upkeep of an accurate accounts filing system as well as input of month end journals vouchers- Led and delivered inputting, matching, batching and coding of invoices as well as preparation of various reports for senior partners- Managed day-to-day Debtors and Creditors reconciliations, and regular business reviews of financial performance- Responsible for financial accounts including budgets and cash-flow, KPI analysis, and evaluation of cost and margins- Conversant with VAT reconciliations, Fixed Asset accounting, reconciliations and depreciation journalsAssisted in the preparation of monthly balance sheet account reconciliations.- Preparation of bi-weekly invoice and expense claim payments run as well as inputting of suppliers invoices and employee expenses claims to the ledgers Show less

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  TD Insurance

  Sept 2016 - Jan 2019

  - Communicate with clients through various channels in order to analyse, and write insurance risk with in established underwriting and regulatory guidelines.- Provide leadership in a fast paced, constantly changing environment, as an underwriting SME. Identify negative performance trends and opportunities for improvement, through analysis of site-level performance results. - Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals;- Determine clients' particular needs by probing thoughtful questions; determining extent of present coverage;- Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term coverage needs;- Update job knowledge by participating in educational opportunities; maintaining personal networks; participating in professional organizations Show less -Trained and coached a group of 30+ newly hired specialists from the start of on boarding to self-management within their respective teams. -Responsible for managing team of 8+advisers to ensure thorough understanding Compliance, Regulatory procedures and fundamentals of insurances business. -Managing, creating and leading huddles, presentations and meetings for new hires in relation to all aspects of the business. -Ensured all deadlines were met, including weekly progress and metrics reports, individual coaching sessions, the execution of individual SMART plans, and weekly audits. Show less

  • Insurance Analyst

    Apr 2016 - Jan 2019

  • Compliances SME

    Aug 2017 - Jul 2018

  • Peer Coach

    Sept 2016 - Apr 2017
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  Bulb

  Aug 2021 - now

  Renewable Energy Specialist