Ramandeep Kaur Email & Phone Number

Toronto

Toronto, Ontario, Canada

• Established relationships with key customers and partners to drive sales and develop new business opportunities
• Advising clients about dividends and interest payments from their investments such as MLGICs, GICs, Mutual Funds and stocks
• Proven commitment to maintaining confidentiality of sensitive financial information, consistently adhering to ethical standards and ensuring data security
• Performing custodian responsibilities by safekeeping the debit cards, bank drafts and cash in the vault

Toronto, Ontario, Canada

• Leveraged excellent interpersonal skills to collaborate seamlessly with cross-functional teams and partners
• Reconciling and balancing suspense accounts to process payments for mortgage refinance
• Making sure to lock up the cash and other assets securely in the vault at the end of the day

Toronto, Ontario, Canada

• Proficiently managed and navigated various bank cash management systems to streamline cash flows, and ensure efficient fund allocation
• Cross-sold bank products and services, resulting in an increase in product sales
• Reconciling the daily transactions to balance at end of the day
• Followed bank security procedures to protect customer data and assets
• Resolved customer complaints in a timely and professional manner

Markham, Ontario, Canada

• Operated cash registers, processed payments and issued receipts accurately and efficiently
• Built and maintained relationships with 100+ customers daily, providing exceptional service
• Assisted customers in locating specific items

Winchester

• Supported accounting technician, senior finance advisor, accountant and principal accountant
• Answered queries of customers via emails and phone
• Monitored income and expenditure to provide senior colleagues with up to date information within the budget monitoring timescales
• Efficiently lead and investigated goods receipt - invoice receipt imbalance

Winchester

• Worked in a team and performed finance related administrative tasks
• Assisted in checking invoices for accuracy and processed them for payment
• Took responsibility to carry out other task when completed with the task assigned

Southampton, United Kingdom

• Promoted university to potential students and their parents
• Assisted with delivery of open days and representing university at colleges, schools fairs
• Gained confidence to talk in public as I had to give campus tours to 10-15 prospective students

Health And Wellness, General

Post Graduate Certificate, Financial Planning And Services

Post Graduate Certificate, Marketing/Marketing Management, General

Master Of Science (Msc), Accounting And Finance, Distinction

Ba (Hons) Accountancy And Finance, Accounting And Finance, 2:1 (First Division)