Isha Singh Guleria
Seattle,WA
Summary
Experienced in client relationship management and providing comprehensive financial guidance. Detail-oriented with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments with positive attitude. Committed to making meaningful contributions and advancing organizational goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
08.2022 - Current
- Execute the bank's risk culture and strive for operational excellence
- Build relationships everyday with individual clients to meet their financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grow business knowledge and network by partnering with experts in small business, lending and investments
- Review my client's profiles to identify opportunities and facilitate effective conversation and solutions
- Manages financial center traffic, appointments and outbound calls effectively
- Drives the client experience, effectively establishing a good customer experience resulting in a greater number of customer satisfaction on surveys
- Training and mentoring the new hires on customer service protocols
- Effectively liaise with internal teams and made referral to the relevant teams and experts
- Led weekly business briefs with my business partners to collaborate and create an efficient client experience
- Successfully managed and assisted in internal audit processes, resulting in consistently clean audit reports achieving successful audit outcomes
- Identifying suspicious activity, analyzing and uncovering fraudulent patters and implementing preventive measures and timely reporting on tools and minimizing fraud losses
- Operate and Supervise as a financial center leader in the financial center
Content Analyst- Finance (German Lang. Specialist.)
Refinitiv India Shared Services Private Limited
08.2019 - 07.2022
- Company Overview: (LONDON STOCK EXCHANGE GROUP)
- Process and maintain data accurately and in a timely manner on to the internal databases using the data sources like eikon, stock exchanges and investor relations and financial knowledge
- Ensuring data accuracy, timeliness and completeness are maintained as per company standards
- Financial research and analysis
- Developed good understanding of corporate actions
- Developed expertise in database and financial knowledge through continuous learning and development
- Build up Knowledge of financial regulations and market conventions in relevant markets
- Adhere to dynamic process, Method of work changes, data operations standards and current data policies and procedures
- Responsible for delivering high productivity and quality data as per expected performance standards
- Proactively identify, escalate, and resolve data queries and problems and collaborating with different teams and markets
- Effective communication and liaise with internal and external departments for resolution of data queries as per established process
- Effective application of German language data translation for financial market and sources
- Proactively identify, escalate, and resolve data problems
- Proactively resolving client queries and communicate liaise with internal and external departments for resolution of data queries on salesforce as per established process
- The role within corporate actions which supports data across the company products and services
- Trained the new team on understanding the data, process and derive the relevant information following the market rules and procedures
Education
MBA - Finance & Human Resource
Himachal Pradesh University Business School
Shimla, Himachal PradeshBBA -
Bachelors in Business Administration
Dharamshala, Himachal PradeshSkills
- Risk management
- Risk mitigation and auditing
- Know your Customer (KYC)
- Anti money Laundering Regulations (AML)
- Regulatory Compliance
- Financial Research and Analysis
- Attention to detail
- Financial advising
- Relationship building and management
Accomplishments
- Effectively identified and mitigated risks and passed internal audit resulting in clean audit reports and positive audit outcomes.
- Recognized with a Gold award twice for demonstrating leadership skills and operational excellence and being a functional manager for the Financial center operations in absence of a manager for more than six months.
Certification
German Language – Level B2 (Goethe Institut, Bangalore)
Languages
English
Full Professional
Hindi
Native or Bilingual
German
Professional Working
Interests
- Cooking
- Fashion
- Drawing and Painting
- Dancing
- Pilates
- Volunteer Work
Timeline
Relationship Banker
Bank of America
08.2022 - Current
Content Analyst- Finance (German Lang. Specialist.)
Refinitiv India Shared Services Private Limited
08.2019 - 07.2022
MBA - Finance & Human Resource
Himachal Pradesh University Business School
BBA -
Bachelors in Business Administration
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