Mngt. Acctg. Graduate, over 5 years UAE Experience, on husband's visa, immediately available
AXA Gulf Insurance (Learning & Development Administration Assistant)
Total years of experience :9 years, 9 months
Reporting to the Learning & Development Regional Manager, having worked in a team that managed the training needs, designs, delivery and evaluation of the effectiveness of various soft skill courses in accordance with AXA’s objectives. Familiar with statistical analysis and spreadsheet software used to track results of various learning courses, feedback surveys and external trainings. Assisted L&D Executive in managing AXA iLearn System, such as course upload, participant enrollment, results analysis, notifications and technical support. Provided help and support to participants enrolled for the company’s webinars, classroom training sessions and eLearning programs. Dealt with inquiries relating to training and development by managing AXA Learning and Development email account. Organized and set up training needs, booking/use of internal training venues, management of training materials, meeting schedules, flight, visa and hotel bookings of participants, catering and working within given budget. Built relationships with external contacts as part of the designing needs and development of training programs. Monitored and ensured that individual training tracking system was updated. Handled adhoc reports. Monitored L&D expenses and liaised with Finance for processing.
Overseen the cash area and bank teller’s transactions. Handled authorization of transactions above teller’s limit, customer service query and support, accounts management, approval of inward, outward cheques and remittances, and administration support. Handled maintenance and balancing of cash vault, ATM and auditable stocks (chequebooks, payment orders, certificates, cards) as main custodian. Contacted businesses and private individuals to solicit sales for bank products and meet sales target. Profiled each customer met to understand their needs and sell the products along with generating the leads for other bank products. Provide customer service which exceeded the customer’s expectations by delivering an unbiased, competent, timely and problem free service for all products sourced through telemarketing. Handled adhoc financial reports for daily update with Br. Manager. Maintained branch files and reports. Handled incoming calls, incoming and outgoing mails. Tracked office supplies and requests. Handled various customers’ requests such as account opening, chequbeook, atm, credit card requests and loans application. Knowledgeable of teller’s and customer service representative responsibilities and processes.
Attended to customers’ needs in the lobby as Customer Relations Officer and where necessary, refer the more complex banking needs to the concerned department. Knowledgeable of Mashreq Bank’s products and promoting them to ensure business and meet sales target. Received and responded to customer service account inquiries on account balances, transaction details, statements, fees and charges. Ensuring customer’s queries are met at a minimum turnaround time. Handled main-teller’s responsibilities such as atm replenishment, balancing of all teller’s cash, checking teller’s transactions and assisting Branch Supervisor. Well-versed in processing teller’s transactions (cash, cheques, remittances, miscellaneous).
Handled administrative tasks, database management and document preparation. Handled petty cash transactions. Managed meeting schedules, EDA email account, flight and hotel bookings, incoming calls, incoming and outgoing mails. Handled application requests and queries of EDA members and new applicants. Handled logistics of various EDA events and prorammes such as DMEX, Clean up Arabia, EDA Market Day and Campaigns. Managed adhoc reports. Handled preparation and distribution of EDA Magazine.
Assistant to the Relationship Manager handling preferred retail clients. Involved working with clients assisting in making right decisions with their accounts, keeping their records and discussed financial services on offer to them. Identified possible sales opportunities and generate new or increased business. Meeting sales target, handled telemarketing and cross selling of bank’s products increasing sales opportunities. Meeting and delivering sales/service requirements of preferred clients. Handled teller’s responsibilities such as cash balancing, processing over-the-counter and back office transactions, meeting customer’s needs and queries.
Handled bookkeeping of subsidiary ledger (Accts Payable, Accts Receivable, Income & Expense, Furniture & Fixtures) and general ledger, checked financial reports against manual records, checks teller’s transactions against report, prepared Weekly Report of Reserves against Deposited Liabilities for submission to Central Bank, posted back-office transactions, document preparation, handled inter-office memos. Handled teller’s job responsibilities such as cash balancing, processing of over-the-counter and back office transactions, meeting customer’s needs and queries and cross selling of bank’s products.
1. First Placer - Management Accounting Qualifying Examinations (2000) 2. With Honors / Dean's Lister (1999-2001) 3. With extensive training in courses such as: Elementary Accounting, Financial Accounting, Cost Accounting, Managerial Accounting, Corporate Social Responsibility, Principles of Business, Economics, Principles of Marketing, Principles of Finance, Operations Management and Management Research.