Anuradha Roy Sen Email & Phone Number

Mississauga, On, Ca

• Review loan, mortgage and lines of credit applications and assist with documentation and credit bureaus• Provide investment advice to clients by identifying their needs and recommend investment and wealth solutions from the DUCA suite of products including registered and non-registered term deposits, market linked GIC, Mutual Funds (Mutual Funds are offered through Qtrade Asset Management Inc.)• Interview potential customers and open both personal and business accounts • Actively participate in all branch activities and campaigns in order to generate revenue and sales to exceed branch targets• Supervise and coach Member Service Representatives on new products, sales techniques and handling customer interaction• Run the branch in the absence of the Branch Manager including handling customer complaints and submitting weekly and monthly branch reports• Effectively retain business and bring in external monies for the credit union

• Monitoring all transfers in and responsible for all transfers out for RRSP, RRIF, RESP and TFSA accounts• Responsible for booking of received funds and verification of account type• Validating daily totals and interest rates for terms• Reviewing and processing LIRA / LRSP requests to release funds through various pension options• Reviewing and ensuring accuracy and compliance of all documents and account set-up on a daily and monthly basis• Servicing branch requests in an efficient, reliable and timely manner• Review and book Bonus Share Redemption Request• Responsible for opening up new RIF accounts

(previously Virtual One Credit Union)• Monitored and tracked incoming fund transfers and pending transaction documents and ensuring they are completed in a timely and efficient manner• Responsible for suitability review of new client application• Assisted with the administration of customers’ plans including setting up client accounts• Ensured the accuracy and compliance of all accounts and documents on a daily and monthly basis• Corresponded with clients and handled all customer queries• Communicated with mutual fund companies on behalf of Investment Advisor • Responsible for Month End Report to higher management on Assets Under Management• Responsible for checking and investigating all buy/sell orders• Manage online access to PAC, DRIP, Income Sweep

- Midwifery Education Program (Integrated Maternity Care for Rural and Remote Communities); Facilitated the development of local collaborative working models of maternity care - Designed research methodology in collaboration with other team members- Organised and moderated focus groups and individual interviews with clients- Conducted qualitative and quantitative data analysis and wrote reports based on the findings

- Developed a Women’s Directory of Services for Women Living in the GTA and Neighbouring Areas- Conducted Quantitative Survey in collaboration with Toronto People with AIDS Foundation

- Advised clients on various services and options based on individual requirements- Organised and actively moderated workshops, outreach and focus groups with clients

- Conducted telephone and face to face interviews to obtain information and documentation to determine the eligibility of clients and to connect with an appropriate case manager- In charge of maintaining and updating all confidential client records - Prioritised requests for rapid response and appropriate action in situation of crisis

- Maintained and processed individual and business customer accounts- Analysed various bank collection accounts and provided back-up for GL entries- Balanced and reconciled customer accounts- Developed and maintained relationship with service partners to optimise business opportunities- Assessed customer financial needs- Performed scanning of invoices and matching with cheques mailed to customer- Received excellent customer feedback and increased client base by 10% through referrals