AROOJ AZAD

Banking & Financial Services Professional
Calgary, CA.

About

Highly accomplished banking professional with over 10 years of experience in credit relationship management, trade finance, and customer insights, now seeking opportunities in Calgary, Alberta. Proven expertise in navigating complex financial regulations and driving revenue growth within Canadian and South Asian markets. Adept at optimizing operations, resolving complaints efficiently, and supporting strategic business objectives through robust financial analysis and client engagement.

Work

Panel Marketing
|

Market Research Analyst (Contract)

Summary

Delivered comprehensive competitor and demographic research insights, significantly increasing client revenue for Panel Marketing.

Highlights

Delivered competitor and demographic research insights using Co-Pilot and Google Maps, driving a 20-30% increase in client revenue.

Muslim Commercial Bank
|

Relationship Manager – Trade & Credit

Summary

Oversaw a PKR 10 billion credit portfolio for corporate clients, ensuring full compliance in import payment transactions.

Highlights

Managed a PKR 10 billion credit portfolio across four corporate clients, ensuring 100% compliance in import payment transactions.

JS Bank
|

Business Banking – Relationship Associate

Summary

Resolved complex export transactions and achieved 100% import financing repayment targets for business banking clients.

Highlights

Resolved 40+ unmarked export transactions, preventing regulatory action, while achieving 100% import financing repayment targets.

Bank AL Habib
|

Area Credit Hub & Branch Trade Team

Summary

Processed cash-backed import proposals and facility renewals, ensuring swift approvals for SME clients.

Highlights

Processed 5+ monthly cash-backed import proposals and facility renewals with 2-7 day approvals for SME clients.

Bank AL Habib
|

Branch Operations Officer

Summary

Managed branch operations, achieving high complaint resolution rates and leading critical business continuity improvements.

Highlights

Sustained 90%+ complaint resolution within target timelines and led quarterly business continuity drills, improving reporting.

Habibullah Energy Ltd
|

Finance Manager

Summary

Developed financial and feasibility models for a 10 MW solar project, guiding critical investment decisions.

Highlights

Built comprehensive feasibility and financial models for a 10 MW solar project, collaborating with directors and consultants to inform investment decisions.

JCR-VIS, Credit Rating Company
|

Ratings Analyst

Summary

Produced detailed credit rating reports and contributed to sovereign ratings for international financial entities.

Highlights

Produced 10 credit rating reports and contributed to a sovereign rating of Turkey with the International Islamic Rating Agency.

Velika Realty
|

Finance Associate

Summary

Managed accounting and grant research at Velika Realty, supporting efficient residential property acquisitions and resales.

Highlights

Researched government grants and managed accounting using Simply Accounting, directly supporting residential property acquisitions and resales.

Volunteer

Palliser Toastmasters Club
|

Active Member

Summary

Actively participated in Toastmasters to enhance public speaking and leadership skills.

Education

Canadian Securities Institute

Certification

Investment Funds in Canada (IFIC)

Carleton University

Bachelor of Arts

Economics

Skills

Commercial Credit & Relationship Management

Credit Portfolio Management, Relationship Management, Compliance Oversight, Import Financing, Corporate Clients, Timely Repayments.

Trade Finance: Export/Import Transactions

Cash-backed Import Transactions, Export Proceeds Resolution, Regulatory Action Prevention.

Customer Insights & Market Research

Competitor Analysis, Revenue Improvement, Patient Demographic Studies, Client Service Expansion.

Regulatory Compliance & Reporting

Complaint Resolution, Regulatory Timelines, Credit Rating Reports, Confidential Clients.

Financial & Feasibility Modeling

Financial Modeling, Feasibility Studies, Project Investment Decisions, Sensitivity Analysis.

Complaint Management & Process Improvement

Complaint Management, Process Improvement, Reporting Enhancement, Business Continuity, Staff Training.

Software & Tools

Oracle ORB, Simply Accounting, Microsoft 365, Google Docs, Research Platforms.

Financial Analysis
Risk Management
Client Engagement
Operations Management
Data Analysis
Problem Solving
Strategic Planning
Regulatory Affairs