Soniya Padave Email & Phone Number

Glasgow, Gb

Stirling, Scotland, United Kingdom

1. Addressing queries from various clients, including FAs, corporate investors, and trustees, by promptly responding to inquiries, offering up-to-date policy information, and making amends if required.2. Conduct thorough identity checks and perform various anti-money laundering checks.3. Accurately recording and verifying bank details for hassle-free withdrawals and efficient financial transactions.4. Placing timely deals on the customer's behalf to ensure they don't miss out on the next payment5. Keeping up-to-date information about financial products6. Identifying vulnerable customers and proactively making notes on their files to ensure extra support is provided each time they contact.7. Collaborating with colleagues, managers, and team members to enhance workplace effectiveness, continually seeking process improvement opportunities.8. Provide accurate and straightforward information to advisors and customers, understand customer requests, and identify what is required9. Maintain customer accounts, with all transactions and inquiries required for the customer processed accurately and promptly within agreed timescales10. Own all requests and inquiries from end to end, delivering a personal service11. Constantly search for additional knowledge to help you provide support to advisors, clients, and colleagues

United Kingdom

The Project Management Traineeship is designed to equip individuals with comprehensive skills in project management through an intensive program featuring courses and hands-on projects. The curriculum covers PRINCE2 foundation, Agile foundation, Business Analysis foundation, Change Management foundation, CAPM, PMP, Risk Management, Lean Six Sigma Green Belt, and ScrumMaster. I have recently successfully passed the official exams for PRINCE2 Foundation and Agile Foundation.As part of the traineeship, I completed two notable projects:**Scenario #1: "Waterfall Project"**The objective of this project was to oversee the planning and construction of a gymnasium and hotel for the Olympic Games. Successful management required a deep understanding of project scope and constraints, effective communication with stakeholders, and the identification and management of risks and issues. Developing a project plan, prioritizing tasks, and assessing the project budget and resources were crucial. The project information was summarized in clear reporting for visibility of the project status and potential escalations. Project files are available upon request.**Scenario #2: "Agile Project"**In this project, I collaborated with a general merchandising retailer to update their e-commerce app. The agile environment demanded working with a backlog of requirements and aligning them with the retailer's roadmaps. Responsibilities included backlog management, prioritization, sprint planning, risk and issue identification, and project status reporting. Practical application of agile roles and effective communication with stakeholders were key components. Project files are available upon request.These experiences have provided me with practical insights into both traditional waterfall and agile project management methodologies, showcasing my ability to adapt to diverse project requirements.

Mumbai, Maharashtra, India

Bachelor Of Architecture - Barch

Hsc, Computer Science

Ssc