Uroofa
Senior Client Advisor @Scottish Widows
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WORK HISTORY
Senior Client Advisor @Scottish Widows
Edinburgh, GB
Safeguarded sensitive financial information by following strict controls and audit trails ensuring zero compliance breaches and full readiness for FCA audits. Resolved complex queries by collaborating with cross functional teams and escalated critical cases, improving issue resolution speed and customer satisfaction.Advised customers on retirement & pension products by delivering accurate, empathetic guidance aligned with FCA and GDPR regulations helping clients make informed decisions while maintaining compliance.
EDUCATION
Edinburgh Business School, Heriot-Watt University
Master of Science - MS, Strategic Project Management
Shiv Nadar University
Bachelor of Technology - BTech, Electrical and Electronics Engineering
ABOUT UROOFA
I am an Asset Management Professional with 4+ years of experience in the energy and…
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