Ruchika Bhadran, Mba Email & Phone Number

Mississauga, On, Ca

Hamilton, Ontario, Canada

Mississauga

• Contributing to the Branch’s targets by identifying and fulfilling sales opportunities, including opening day-to-day (chequing& savings) accounts, fulfilling pre-approved credit opportunities, and processing GICs investments.• Complying with regulatory requirements including Know your Customer (KYC), compliance procedures & Anti-Money Laundering (AML).• Verify and report all suspicious transactions and activities are eliminated to prevent fraud.• Lobby leadership and assisting clients with digital demos and online/mobile banking needs.• Delivering the desired customer experience by applying the Service Standards for all customer interactions like making withdrawals, direct deposits, bill payments, wire payments, certified drafts, and handling mortgage needs.

Toronto, Canada Area

Administer accounts receivable, focusing on cash applications, customer reconciliations and collections. Audited of employee expenses, performed financial analysis and miscellaneous finance duties and the financial operations.Job Responsibilities: Post and apply customer payments, reconcile customer receivables accounts, review and release customer orders on hold , manage customer credit profiles, create weekly cash forecast, review accounts receivable statements and mail to customers, verify travel expense accounts and audit for policy compliance, verification of auto expense invoices to salesmen's expense reports, prepare some standard monthly journal entries, Reconcile some general ledger account

Toronto, Canada Area

• Cold calling to inform companies about Manulife’s Securities latest investment strategy.• Administrative duties involving the recording companies’ portfolio and investment information in order to provide a better strategy.• Various accounting duties such as calculating capital gains and profits/losses for company’s financial statements) and entering data entry into company's customer database• Answered inbound calls and assisted customers with account management issues

Mba, Business Analytics

Bachelor'S Degree, Accounting, 3.2

Activities and Societies: A DECA Delegate, CPA Tax Clinic volunteer and Sheridan Accounting Student Association team member

Healthcare Analytics, Ai, Big Data & Digital Transformation

- Examine the impact of data distribution and the purpose of dashboards in monitoring Key Performance Indicators (KPIs) to manage.