I hold a Master's degree in Commerce, a Business Administration program from York University, and I am a Certified Banker (IIBF). With over 7 years of experience in the banking sector, I’ve developed a strong foundation in finance and business operations, honing a diverse skill set in areas such as customer relations, investment advisory, pension and tax management, and transactional services.Throughout my career, I’ve consistently driven results by leading teams, managing cross-selling initiatives, and delivering strategic advice to help grow business operations. My experience in analyzing business processes and implementing growth strategies has fueled my passion for data-driven decision-making and problem-solving.Currently, I am transitioning into the role of Business Analyst, actively enhancing my skills in data analysis, process improvement, and business strategy. I am eager to apply my financial industry experience and newfound expertise in business analysis to make a meaningful impact in a new role.As I continue my learning journey, I am seeking new opportunities where I can leverage my unique blend of finance knowledge and analytical skills to drive business growth and innovation. I am excited to contribute to a dynamic team and help organizations achieve their strategic goals.
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Operations And Maintenance OfficerRbcCanada -
Senior Advisor/Universal AdvisorRbc Oct 2024 - PresentToronto, Ontario, Canada -
Client Advisor - Corporate Banking(Client Services Representative)Rbc Oct 2023 - Present -
Business AnalystTech Mehrotra Infosolutions Jan 2024 - PresentBengaluru, Karnataka, IndiaRequirements 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. -
Assistant Manager/OfficerPunjab & Sind Bank Apr 2020 - Dec 2022Ludhiana, 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. -
Swo-APunjab & Sind Bank May 2016 - Mar 2020Ludhiana, 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.
Sonam Preet Kaur Education Details
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Business Administration -
Accounting And Finance -
Accounting And Finance -
1St To 12Th Standard
Frequently Asked Questions about Sonam Preet Kaur
What company does Sonam Preet Kaur work for?
Sonam Preet Kaur works for Rbc
What is Sonam Preet Kaur's role at the current company?
Sonam Preet Kaur's current role is Operations and Maintenance Officer.
What schools did Sonam Preet Kaur attend?
Sonam Preet Kaur attended York University, Scd Government College, Panjab University,chandigarh, Kendriya Vidyalaya.
Who are Sonam Preet Kaur's colleagues?
Sonam Preet Kaur's colleagues are Darrel Roy, Pruthiraj Rana, Ovais A., Rui Zhang, Nadeem Siddiqui, Cpa, Ca, Bill Harrington, Melissa Leduc, Cfp®.
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SONAM PREET KAUR
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