Pallavi Singh
West Hempstead,NY
Summary
Results-oriented achiever with a track record of consistently exceeding targets and driving success in fast-paced environments. Combining strategic thinking with hands-on experience, have a proven ability to deliver impactful solutions that enhance organizational performance. Focused on driving results and passionate about continuous improvement, dedicated to achieving excellence in everything done.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Branch Ambassador
Capital One
07.2024 - Current
- Engage with approximately 30 to 35 customers to establish relationships.
- Performed monthly compliance checks.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Balanced teller drawers and ATM cash.
- ATM Maintenance
- Managed approximately 30 incoming calls, emails and faxes per day from. customers.
Senior Agency Recruitment & Development Manager
Reliance Nippon Life Insurance
11.2023 - 02.2024
- Developed team communications and information for meetings
- Sourced candidates through social media platforms, validating suitability for available positions
- Interviewed potential candidates, taking accurate notes to determine suitability for available positions
- Supervised staff recruitment, interviewing, selecting, and onboarding.
- Monitored product pricing and legal requirements.
- Supervised team duties related to decision support and business intelligence for business users.
- Managed new employee orientation training process for more than 60 employees.
Associate
South Indian Bank
08.2021 - 09.2023
- Coordinated company events and key client meetings
- Controlled cash flow and expenditures, flagging suspicious transactions and inaccurate data for review
- Prepared weekly, monthly and annual financial reports for analysis by senior accountants
- Reconciled cash and checks against computer records at end of shift.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
Financial Advisor
Bajaj Allianz
04.2016 - 03.2018
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated new client onboarding process and investment account setup.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Education
Master of Arts - Economics, Finance And Accounting
Panjab University
Chandigarh, India01.2021
Bachelor of Commerce - Economics, Finance And Accounting
Panjab University
Chandigarh, India01.2019
Skills
- Customer Service
- Google Analytics
- Drake Accounting Software
- MS Office
- Problem-solving abilities
- Attention to Detail
- Cash Management
- Operational Efficiency
Certification
Certified in Advance Computing Programming Course, Pathankot
Extracurricular Activities
Participated in Two Day International Conference on "Soul in Symphony: Spiritual and Pragmatic Aspects of Happiness" organized by MCM DAV College for Women, Sector- 36 A, Chandigarh Participated in SJOBA Sunday Spin in Association with Krishna Automobiles. Participated in Ad-Mad show organized by Expressions Club of Shri Guru Gobind Singh College, Chandigarh.
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
www.linkedin.com/in/pallavisingh11
Timeline
Branch Ambassador
Capital One
07.2024 - Current
Senior Agency Recruitment & Development Manager
Reliance Nippon Life Insurance
11.2023 - 02.2024
Associate
South Indian Bank
08.2021 - 09.2023
Financial Advisor
Bajaj Allianz
04.2016 - 03.2018
Master of Arts - Economics, Finance And Accounting
Panjab University
Bachelor of Commerce - Economics, Finance And Accounting
Panjab University
Certified in Advance Computing Programming Course, Pathankot
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