Sonam Preet Kaur Email & Phone Number

Canada

Toronto, Ontario, Canada

Bengaluru, Karnataka, India

Requirements Gathering: Collaborate with stakeholders to gather and document business requirements for new projects and system enhancements.Process Mapping and Documentation: Create detailed process maps and workflows to identify business operations and areas for improvement.Data Analysis and Reporting: Analyze business data, generate reports, and provide insights to support decision-making and operational improvements.Stakeholder Communication: Facilitate meetings with internal and external stakeholders to ensure alignment of business needs and project objectives.Support System Implementation: Assist in the coordination and testing of new systems, applications, or processes to ensure they meet business requirements.User Acceptance Testing (UAT): Participate in UAT by creating test cases, executing tests, and documenting results to ensure system functionality aligns with business needs.Risk Identification and Mitigation: Identify potential risks or issues in business processes and suggest solutions to mitigate them.Market and Competitor Research: Conduct research to understand market trends, industry benchmarks, and competitor strategies to inform business decisions.Data Cleansing and Validation: Ensure the integrity of business data by cleaning, validating, and managing data sets for accuracy.Change Management Support: Assist in the change management process by communicating process changes and helping teams adapt to new systems or practices.5 Tools :Microsoft Excel: For data analysis, reporting, and financial modeling.JIRA: For managing project tasks, tracking progress, and facilitating Agile project management.Tableau or Power BI: For data visualization and creating business intelligence reports.Visio: For process mapping, creating workflows, and diagramming business processes.Confluence: For documentation, collaboration, and knowledge sharing among project teams.

Ludhiana, Punjab, India

● Resolved customer complaints and issues with exceptional customer service and communication skills, ensuring high levels of customer satisfaction.● Held responsibility for resolving issues for the branch's most premium customer, who maintained a deposit of 3 billion, demonstrating trust and confidence in handling high-value transactions.● Implemented strategies that led to a remarkable 45% increase in gold bond investments, improving customer engagement through well-organized and engaging meetings.● Developed effective credit risk assessment strategies and managed credit analysis and underwriting processes for loan applications, resulting in a 95% reduction in delinquency and a 100% increase in approval rates.● Conducted regular portfolio reviews to identify potential risks and recommended appropriate risk mitigation strategies, resulting in a 25% improvement in overall portfolio quality.●Successfully led a team of 8 members in 2022 during college student orientations and admissions, collecting an impressive sum of 6 crore INR in a single day. ●Led and empowered junior employee’s growth by demonstrating expertise in cash handling and ADC, fostering excellence within the team.

Ludhiana, Punjab, India

● Performed daily cash transactions with an accuracy of 100% and followed strict banking rules, resulting in a secure and error-free financial environment.● Actively participated in onboarding new customers; played a crucial role in facilitating their seamless integration, resulting in a remarkable 90% expansion of the customer base.● Managed and organized customer documentation and records, including loan applications, account statements, and customer correspondence, ensuring confidentiality and compliance with data protection regulations.● Conducted account opening and closing procedures, such as verifying customer details, handling required paperwork, and ensuring adherence to KYC and AML rules.● Successfully managed the processing of cheques using the CTS System software, ensuring precise verification and prompt clearance, resulting in improved customer satisfaction by 100%.●Led government-funded initiatives to empower rural women in small business endeavors through targeted awareness campaigns and tailored financial solutions. ●Drove an 18% surge in the insurance business by organizing and leading innovative impactful awareness camps, effective strategic advice to individuals and families on the importance of insurance coverage.

Postgraduate, Business Administration

Concentration: Finance Analysis, Marketing, Business Analytics, Information Systems. Courses: Accounting analysis and use of financial.

Masters In Commerce ( Postgraduate Degree ), Accounting And Finance

Activities and Societies: Youth festival, dance ,singingConcentration: Operation Management, Strategic Management, Tax Planning.

Bachelor Of Commerce - B.Com With Hon In Finance, Accounting And Finance

Activities and Societies: Youth festivalConcentration: Financial Analysis, Retail Banking and Risk Management. Courses: Finance.

1St To 12Th Standard