Darian Babwah, Crm Email & Phone Number

Toronto, Ontario, Canada

• Act as oversight over reconciliation activities for the Transactions Management Business Unit. This oversight function is vital to ensure the business remains within KPIs (key performance indicators).• Represent the business as a subject matter expert on various internal projects and collaborative activities• Act in a risk control capacity by ensuring various daily regulatory activities are completed.• Propose and implement process improvements and operational changes when opportunities arise.• Review existing processes and procedures to find efficiencies and identify process gaps. • Document new and existing processes in a DOP (Desk Operating Procedure) to ensure proper compliance with business processing requirements in order to mitigate risk.

Toronto, Canada Area

• Act as oversight over reconciliation activities for the Transactions Management Business Unit. This oversight function is vital to ensure the business remains within KPIs (key performance indicators).• Represent the business as a subject matter expert on various internal projects and collaborative activities• Act in a risk control capacity by reviewing outgoing wire instructions and conducting callbacks with various Investment Managers as required.• Propose and implement process improvements and operational changes when opportunities arise.• Resolve Security Trade Settlement queries; liaise with Fund Managers and internal business units• Resolve and or investigate all responses to queries, researching further information as appropriate and dealing directly with the client using a consultative partnership approach.• Anticipate issues and proactively work to address concerns before they escalate and ensure all issues are logged on the internal query tracking tools for proper resolution.• Advise Manager Service Delivery of all significant issues, suggest resolution where possible and escalate to the CSM as appropriate.• Ensure all queries raised by Fund Managers, Clients and operational areas are responded to within time frames.• Verify all transaction postings through the clients’ accounts are accurate and meet account requirements.

Toronto, Canada Area

• Resolve Security Trade Settlement queries; liaise with Fund Managers and internal business units• Provide a high level of client service by responding promptly and accurately to daily client queries and requests regarding the administration of their accounts in accordance with established Service Level Standards. Respond to specific client requests received via email, Query Tracking System, telephone or email.• Resolve and or investigate all responses to queries, researching further information as appropriate and dealing directly with the client using a consultative partnership approach.• Anticipate issues and proactively work to address concerns before they escalate and ensure all issues are logged on the internal query tracking tools for proper resolution.• Advise Manager Service Delivery of all significant issues, suggest resolution where possible and escalate to the CSM as appropriate.• Ensure all queries raised by Fund Managers, Clients and operational areas are responded to within time frames.• Verify all transaction postings through the clients’ accounts are accurate and meet account requirements.

Mississauga, Ontario

This position is a key contributor to maintaining financial integrity by ensuring timely and accurate billing and premium processing management, and is accountable for the quality and accuracy of billing and enrollment tasks in a high pressure client service role.KEY ACCOUNTABILITIES:• Primary contact for regarding internal billing/premium inquires on new and inforce block of group business• Responsible for goal performance and monitoring achievements on assigned block of business• Research and resolve inquiries relating to premium remittance for group business• Management of delinquent accounts to ensure continued cash flow• Accurately allocate premium on complex business (i.e. multiple division/policies, etc.)• Report premium changes generated by amendments for production compensation• Operate as a team player (i.e. provide and receive feedback, deal with conflict, support others, arrange for or provide support to the service team)• Provides support, participates and coordinates project work on team initiatives as assigned• Supports team in providing insights and suggestions on process improvements and changes• Resolves escalated/complex policyholder issues

Mississauga, Ontario

-Recommends products and services and/or shares information with clients to meet their immediate financial needs and provides superior, responsive execution and delivery of tailored client transactions. -Resolves problems at first point of contact and able to identify when matter needs to be delegated to RBC partners, as appropriate. -Adheres to compliance routines in carrying out transactions such as transfer of funds.- Has a high level of awareness in identifying risk in regards to anti-money laundering and internal compliance controls. -Understands and identifies immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring client to appropriate RBC partner; able to diffuse emotional situations. -Solid multi-tasking ability with above average keyboarding and internet / computer navigation skills for searching on-line client data and product information -Ability to memorize and retain knowledge about the features and benefits of a wide range of products and services and convey the information to clients. -Strong attention to detail orientation and problem resolution skills.-Strong leadership skills and continuously utilized to mentor and develop fellow employees.- Utilized to execute the position of Officer In Charge (OIC) in the absence of management. This entails providing guidance in complex matters and escalations. This role requires a strong sense of risk management when providing authorizations for carrying out transactions outside of established procedures.

Mississauga, Ontario

- High proficiency in dealing with Life Insurance (Universal Life, Term Insuarance and Whole Life) and Living Benefits (personal disability, business disability and criticall illness) products.- Liaison with clients, agents, brokers and other RBC partners (RBC Investor Services, RBC Wealth Management and RBC Royal Bank) - Process tasks such as coverage changes, maintain client information and ensure complete and accurate system documentation of incoming inquiries for each policy. - Required to multitask under time constraints between files in order to ensure information is relayed when needed to partner departments (underwriting, new business and accounting) to ensure efficient resolution of client, agent, investment advisor or broker issues.- Ensure escalation situations are dealt with at first point of contact and provide options and a reasonable timeframe for resolution- Be able to utilize and operate six policy management systems as well as four work flow tracking applications- As a Subject Matter Expert, I am an information resource for other team members in dealing with inquiries and escalations. This has helped me refine my leadership skills.- Utilized by management and fellow colleagues for my knowledge of technology and troubleshooting on our various systems and applications. - Execute daily duties by in a manner which meets or exceeds established benchmarks and service levels even under pressure.

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