Vineet Kaur Email & Phone Number

Barrie, On, Ca

• 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.

Markham, 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

• 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

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Chandigarh, India

Handled 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

Sector 7 C Chandigarh

Handled 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.

Certificate, Derivatives Fundamentals And Options Licensing Course

Certificate, Canadian Securities Course(Csc)

Certificate, Conducts And Practices Handbook

Certificate, Investment Funds In Canada(Ifc)

Training Certificate, Radio And Television Broadcasting, Second Rank Amongst All Trainees

Activities and Societies: Cultural program at the end of trainingRadio jingles, spot, drama, documentary production and OB recording . TV.

Bsc Hons, Physics

Post Matriculation, Physics Chemistry And Maths