Sonali Moon
Operations Analyst @Manulife Wealth
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WORK HISTORY
Operations Analyst @Manulife Wealth
Oakville, ON, CA
EDUCATION
Lethbridge Polytechnic
Diploma of Education, Business Administration and Management, Management
IFSE Institute
Canadian Investment funds course
Alliance française de Poona
A2 french, French Language and Literature
Rashtrasant Tukadoji Maharaj Nagpur University, Nagpur
BE - Bachelor of Engineering, Electrical Engineering
ABOUT SONALI MOON
I am an experienced financial service representative, with 3 years experience in largest public sector bank in India - State Bank of India, with a proven record of delivering exceptional service and exceeding sales targets. Skilled in problem-solving and committed to ensuring positive customer experiences My Story:I started my career as an Assistant systems engineer with Tata Consultancy Services, earning experience in on Informatica Power Center client tools including Repository Manager, Mapping Designer, Workflow Manager and Workflow Monitoring. After TCS i cleared the highly competitve all India exam to be selected as a SBI PO. At the State Bank of India i managed a bank branch with 6 employees, customer base of 12 cr advances deposit 45cr+ and retail lending portfolio with the total outstanding balance of CAD 25 Mn+. I demonstrated exceptional customer service, and maintained strong client relationships by addressing inquiries, and resolving issues to ensure client satisfaction CORE SKILLS Quickbooks Tax Return Preparation Canadian securities course - IFIC certified SAGE 50MS Office -Excel, Word, Powerpoint, Access
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