Experience

• 

  Bharat co-operative bank limited.

  Feb 2010 - Jun 2019

  Applied strong knowledge of credit, investment, retail banking / business banking to cater to the unique financial needs of members/customers. Processed full life cycle mortgage operations, starting from the clients application through to disbursement including post disbursement follow up on sanction conditions and obtained required documents.Reviewed and updated loan files and collaborated with right people to support and resolve various branch audits. Efficiently processed financial transactions - cash withdrawal, deposits, transfers, bill payments as per Client request on a daily basis. Expertise in forex and trade finance department to help clients with import/export transactions.

  • Officer

    Nov 2014 - Jun 2019

  • Clerk / Relationship Assistant

    Feb 2010 - Nov 2014
• 

  Td insurance

  Nov 2019 - Oct 2020

  Insurance service officer

  Provided accurate, organized and efficient administrative support for all four lines of Auto Insurance business, nationally - Accident Benefits, Property Damage, Bodily Injury and Residential Claims.

• 

  Cibc

  Jul 2021 - now

  • Associate Business Advisor

    Oct 2022 - now

  • Financial Services Representative

    Jul 2021 - Oct 2022