Summary
Overview
Work History
Education
Skills
Timeline
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Monika Kanwar

London

Summary

I am a detail-oriented and results-driven professional with a successful track record in overseeing financial operations, analyzing market trends, and implementing strategic financial planning. I am committed to upholding the highest standards of accuracy and efficiency in financial management, with excellent leadership skills. My expertise includes conducting thorough financial analyses, establishing budgetary controls, and ensuring regulatory compliance. I have a proven track record of delivering successful commercial and operational performance, including managing back-office operations for all retail-related savings and corporate accounts opening for all UK operations, online fixed-term bonds, online remittance requests and managing a large number of overdraft loan accounts. In my current role I have consistently maintained a 99% positive customer survey rank, which reflects my commitment to delivering exceptional service. In addition, I have managed and successfully trained new recruits in my team and handled internal and external audit queries. One of my key strengths is my ability to assess operational needs and develop innovative and cost-efficient solutions that increase revenue and enhance customer satisfaction. I am committed to upholding the highest standards of accuracy and efficiency in financial management. In addition to my technical skills, I possess strong communication skills and employ a collaborative approach when working with cross-functional teams.

Overview

19
19
years of professional experience

Work History

Credit Accounts Associate

Bank of Baroda
London
01.2013 - Current
  • Expertise in overseeing financial operations, building strong client relationships, analysing market trends, and implementing strategic financial planning
  • I have proven track record of conducting thorough financial analyses, establishing budgetary controls, and ensuring regulatory compliance
  • Successfully delivered commercial and operational performance by managing back-office operations for retail-related savings and corporate accounts opening for all UK operations, online fixed-term bonds, and online remittance requests
  • Trained new recruits, handled audit queries, and managed the Warehouse team responsible for storing all UK operations account-related documents and other important office invoices and miscellaneous documents
  • Extensive experience in managing corporate commercial and overdraft loan accounts
  • Leading site visits for valuation purposes
  • Developed ability to assess operational needs and created innovative solutions to save costs, increase revenue, and enhance customer satisfaction
  • Maintained a 99% positive customer survey rank, reflecting a commitment to delivering exceptional service.

Company Secretary/ Business Development Manager/Assistant Site Manager

Funding Connect Ltd.
UK
01.2012 - 01.2013
  • Managed calendars, meetings, and travel arrangements for senior executives
  • Managed weekly audit payment runs and required supporting documentation for new business deals
  • Handled confidential correspondence and drafted emails, letters, reports, and presentations
  • Assisted on project proposals, contracts, and legal documents
  • Maintained and organised project files and documentation
  • Coordinated meetings, conferences, and events
  • Conducted research on market trends, investment opportunities and where partnerships can be built
  • Assisted in financial tasks and provided general administrative support
  • Visit client projects for acknowledged the construction subjects related students attendance with qualified Assessors.

Company Secretary / Financial Administrator

Train2Sucess London
UK
01.2009 - 01.2013
  • Handled the processing of purchase invoices and secured internal approval for payments
  • Updated and maintained candidate records in the internal database
  • Ensured timely responses to applicants, managing expectations throughout the study/training cycle
  • Managed day-to-day administration of finance department functions, including sales ledger, purchase ledger, and credit control
  • Oversaw client payments and promptly acknowledged the receipt of payments.

Investment Consultant

ICICI Bank Pvt Ltd.
Chandigarh
01.2006 - 01.2007

Investment Consultant

Bajaj Alliance Insurance Ltd.
Chandigarh
01.2005 - 01.2006

Education

NCFE Level 3 in Assessing -

UK
01.2015

Master of Commerce -

HP University, India

Bachelor of Commerce -

HP University, India

Skills

  • Financial operations oversight
  • Market trend analysis
  • Strategic financial planning
  • Budgetary controls
  • Regulatory compliance
  • Back-office operations management
  • Retail-related savings and corporate accounts opening
  • Online fixed-term bonds management
  • Online remittance requests management
  • Overdraft loan accounts management
  • Customer service excellence
  • New recruit training
  • Internal and external audit handling
  • Operational needs assessment
  • Innovative and cost-efficient solutions development
  • Revenue increase
  • Customer satisfaction enhancement
  • Strong communication skills
  • Collaboration with cross-functional teams
  • Building strong client relationships
  • Leading site visits for valuation purposes
  • Calendar and meeting management
  • Travel arrangement coordination
  • Audit payment runs management
  • Confidential correspondence handling
  • Document drafting
  • Project file and documentation organization
  • Meeting, conference, and event coordination
  • Market trend research
  • Investment opportunity research
  • Financial task assistance
  • General administrative support
  • Purchase invoice processing
  • Candidate record management
  • Finance department administration
  • Sales ledger management
  • Purchase ledger management
  • Credit control management
  • Client payment oversight
  • Receipt of payment acknowledgment
  • Investment consulting

Timeline

Credit Accounts Associate

Bank of Baroda
01.2013 - Current

Company Secretary/ Business Development Manager/Assistant Site Manager

Funding Connect Ltd.
01.2012 - 01.2013

Company Secretary / Financial Administrator

Train2Sucess London
01.2009 - 01.2013

Investment Consultant

ICICI Bank Pvt Ltd.
01.2006 - 01.2007

Investment Consultant

Bajaj Alliance Insurance Ltd.
01.2005 - 01.2006

NCFE Level 3 in Assessing -

UK

Master of Commerce -

HP University, India

Bachelor of Commerce -

HP University, India
Monika Kanwar