Vineet Kaur work email
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Vineet Kaur personal email
Operations Analyst with experience in data analysis and visualization, I leverage tools like Power BI, SQL, VBA, and MS Excel to drive insights and improve processes. My professional journey includes roles in radio broadcasting, as well as positions as an Investment Representative and Banking Advisor, where I gained a strong foundation in banking products and client relations. I am a problem solver who is flexible and adaptable, always willing to tackle any task with a positive attitude. I think outside the box and enjoy researching new solutions. I am always eager to learn, a quick learner, and execute tasks swiftly. My diverse background in broadcasting, finance, and technology enables me to approach technical challenges with a comprehensive perspective, delivering efficient and effective solutions.
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Technical SpecialistEdward JonesBarrie, On, Ca -
Operations AnalystEdward Jones Nov 2022 - Present• Working with large volumes of Data in different databases like Oracle (EDW) and Snowflake to derive insights for business decision making• Working with latest tools like SharePoint and Salesforce, while integrating it with analytical tools like Power BI to automate data analysis process• Automated the data visualization using advanced tools like Power BI and SQL, which led to automated data generation to arrive at business decisions. • Suggesting strategies to enhance operational efficiency by making the best use of technological tools.• Working with advanced data analysis tools like MS Excel, Power BI, SQL to prepare dashboard for Department related statistics to improve operational efficiency by identifying avenues for improvement and snags.• Effective and easy to understand presentation of data insights to non-technical audiences.• Developed VBA macro to create automation of manual tasks. Reduced the time by 50% which helped in optimal task distribution.• Provide excellent customer service to Edward Jones Branches, peers, and other Divisions within Home Office. • Perform processing functions, such as document and payment processing, transaction approvals, service requests from Edward Jones Branches, reconciliation, etc. -
Investment RepresentativeTd Oct 2021 - Oct 2022Markham, Ontario, Canada• Delivered accurate, timely information on market activity and developments, company products and services and customer account information.• Executed client trades as directed by clients for the following: Equity, EFTs, Mutual Funds, Fixed Income and FX transactions and carried out client instructions with 100% compliance.• Provided clients with stock re-organization details including offers and deadlines and accepting and submitting client instructions.• Actively adhered to all Guidelines for Business Conduct and Privacy policies and ensuring compliance with Know Your Customer requirements. • Possessed knowledge of equity strategies and the ability to assess corresponding Margin Requirements.• Identified and resolved trading discrepancies efficiently and accurately and able to request or process trade corrections with the approval of compliance or management -
Banking AdvisorRbc Apr 2021 - Oct 2021• Proactively engage with RBC clients through various communication channels to deliver an outstanding customer service experience, making every client interaction an exceptional one• Focus on helping clients when they need us most, by responding empathetically to a variety of questions, assisting with a myriad of banking solutions and resolving client concerns at first point of contact• Contribute to team results by supporting all colleagues to be successful in meeting client needs• Cultivate and maintain relationships with partners to work as one RBC team• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests• Educate and assist clients with using RBC digital capabilities -
Technical AdvisorConcentrix Jan 2021 - Apr 2021Toronto, Ontario, Canada -
AdvisorConcentrix Nov 2020 - Jan 2021Toronto, Ontario, Canada -
Transmission ExecutiveAll India Radio Apr 2015 - Sep 2020Chandigarh, IndiaHandled daily administration work and radio program production. Analyzed transmission data for effective implementation of ad campaigns which led to 15% increase in ad revenue. Digitized record keeping leading to automation of royalty statements year by year -
Customer Service RepresentativeDena Bank Sep 2012 - Mar 2015Sector 7 C ChandigarhHandled all kinds of customers' banking transactions and providing a great experience for the clients. Analyzed walk-in client data to effectively carry out Account opening campaigns on-site under pilot scheme by the government which led to the maximum account opened by the branch in the area.
Vineet Kaur Skills
Vineet Kaur Education Details
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Canadian Securities InstituteDerivatives Fundamentals And Options Licensing Course -
Canadian Securities Institute(Csi)Canadian Securities Course(Csc) -
Canadian Securities InstituteConducts And Practices Handbook -
Canadian Securities InstituteInvestment Funds In Canada(Ifc) -
National Academy Of Broadcasting And MultimediaSecond Rank Amongst All Trainees -
Physics -
Saraswati Senior Secondary School Nasibpur Narnaul HaryanaPhysics Chemistry And Maths
Frequently Asked Questions about Vineet Kaur
What company does Vineet Kaur work for?
Vineet Kaur works for Edward Jones
What is Vineet Kaur's role at the current company?
Vineet Kaur's current role is Technical Specialist.
What is Vineet Kaur's email address?
Vineet Kaur's email address is vi****@****nes.com
What schools did Vineet Kaur attend?
Vineet Kaur attended Canadian Securities Institute, Canadian Securities Institute(Csi), Canadian Securities Institute, Canadian Securities Institute, National Academy Of Broadcasting And Multimedia, Panjab University, Saraswati Senior Secondary School Nasibpur Narnaul Haryana.
What skills is Vineet Kaur known for?
Vineet Kaur has skills like Banking, Public Broadcasting, Branch Banking, Radio Production, Interviewing, Customer Focused Service, Customer Service Management, Clerical Skills, Audio Post Production, Audio Editing, Sales And Marketing, Microsoft Excel.
Who are Vineet Kaur's colleagues?
Vineet Kaur's colleagues are Scott Stentz, Paisley Ryan, Steve Worth, Kelle Foland, Kelly Cassidy, Parker Watts, Teri Roach.
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