Experience

• 

  Fidelity worldwide investment

  Oct 2012 - Apr 2014

  Analyst

  Investment Operations:• Interacting with the clients and brokers regarding paper work sent by the client• Involved in processing investment requests like switch, sell, buy, etc.• Developing client account reports like valuation, dealings on the account, income statements, etc.• Imparting quality training to new joiners on the queues like buddying up, taken a training sessions etc.• Tracking interaction between executives and customers to ensure quality assurance standards• Identifying business requirements and implementing processes in line with pre-set guidelines• Organising internal process reviews for ensuring strict adherence to the process parameters• Received the Spot Award for performance in Fidelity in 2010• Instrumental in assisting in Broker Services as a Corp. Reserve for a month• Played a major role as first point of contact for the users in the entire organization's branches located across the globe Show less

• 

  Fidelity international

  Feb 2016 - Nov 2017

  • Senior Associate

    Nov 2016 - Nov 2017

  • Senior Associate

    Feb 2016 - Nov 2016
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  American express

  Nov 2017 - Nov 2019

  I was part of the Global Commercial Services department. I have worked in the Monitoring and Control Oversight team situated in Gurgaon, Haryana (India). The team is engaged in business self-testing for the US and Australia Open markets. This department is responsible for providing oversight, direction and follow up on all Compliance routines and Standard Operating Procedures. Identification and resolving various compliance issues such as – fraudulent account setup, aggressive sales tactics, non-adherence to company’s internal/external regulatory policies etc.I was responsible for going through the pre-recorded data to check for any compliance breaches. Constantly looking for developing and improving Compliance processes and tools to reduce risk exposure. Show less

  • Senior Lead Analyst

    Nov 2017 - Nov 2019

  • Senior Lead Analyst

    Nov 2017 - Nov 2019
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  Metropolitan credit adjusters ltd.

  Feb 2020 - Jul 2020

  Debt collection consultant
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  Cibc

  Jul 2020 - Apr 2022

  Credit counsellor
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  Vancity

  Apr 2022 - May 2024

  Member services representative
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  Rbc

  May 2024 - now

  Auto finance adjudicator