Aastha Bhargava
Mississauga,ON
Summary
Communicative Customer Service Executive experienced in solving problems and building great client rapport. An enthusiastic team player. Pursuing a new position where hard work and honesty will be valued.
Overview
10
10
years of professional experience
Work History
Insurance Advisor and Sales
RBC Bank
01.2022 - 05.2024
- Advised clients on insurance products and coverage options.
- Analyzed client needs to recommend appropriate insurance solutions.
- Conducted policy reviews to ensure clients maintain adequate coverage.
- Educated clients about claims processes and documentation requirements.
- Maintained accurate client records in the insurance management system.
- Collaborated with underwriting teams to facilitate policy approvals.
- Advised customers on changes in existing policies or new options available in the market.
Customer Service Representative
Easy Financial
04.2021 - 01.2022
- Assisted customers with inquiries about financial products and services.
- Processed loan applications and verified customer information efficiently.
- Resolved customer complaints using effective communication and problem-solving skills.
- Educated clients on managing their accounts and understanding terms.
- Collaborated with team members to streamline customer service workflows.
- Utilized CRM software to track customer interactions and feedback accurately.
- Maintained up-to-date knowledge of financial regulations and company policies.
- Provided training support for new staff on company procedures and best practices.
Cashier and Customer Service
Metro Food Basics
Bolton, Ontario
06.2020 - 02.2021
- Operated cash register and processed customer transactions efficiently.
- Provided excellent customer service and addressed inquiries promptly.
- Maintained accurate cash drawer and balanced at shift end.
- Managed inventory levels and restocked shelves as needed.
- Assisted customers with product selections and provided recommendations.
- Handled returns and exchanges following store policies effectively.
- Collaborated with team members to ensure smooth store operations.
- Trained new cashiers on procedures and customer service standards.
Sales and Marketing Manager
Gopal Dass and Sons
06.2018 - 12.2019
- Developed and implemented marketing strategies to enhance brand visibility.
- Coordinated sales campaigns to drive customer engagement and retention.
- Managed team performance through regular training and feedback sessions.
- Analyzed market trends to identify opportunities for product expansion.
- Oversaw budget allocation for marketing initiatives and promotional efforts.
- Built relationships with key stakeholders to support business growth initiatives.
Accounts Manager
PS Bhargava and Company
04.2014 - 05.2018
- Managed client accounts and maintained strong relationships with stakeholders.
- Coordinated monthly financial reports and ensured accuracy of data entries.
- Developed strategies to enhance customer satisfaction and improve service delivery.
- Led a team in resolving client inquiries and providing timely solutions.
- Analyzed market trends to identify potential growth opportunities for clients.
- Collaborated with sales teams to align account management with business objectives.
- Reviewed and approved monthly journal entries, account reconciliations, and financial statements.
- Supervised junior staff in daily accounting operations.
- Maintained updated records of all assets owned by the company.
- Ensured accuracy of general ledger postings by reconciling accounts periodically.
Education
Bachelor of Arts - Global Hospitability Management
Conestoga College Institute of Technology And Advanced Learning
Kitchener04-2021
Bachelor of Arts - Global Business Management
Conestoga College
Kitchener, ON09-2020
Skills
- Sales and underwriting
- Client relationship management
- Customer service excellence
- Cross-selling strategies
- Risk assessment and management
- Data analysis and reporting
- Team mentoring and development
- Effective communication skills
- Time management techniques
- Goal-oriented approach
- Claims management expertise
- Marketing strategies
- Negotiation abilities
- Client relations
Languages
English, Hindi, Punjabi and Urdu
Accomplishments
- Awarded sales star of the month 4 times in fiscal year.
- Awarded employee of the year 3 times in consecutive 3 years.
Language
English
Full Professional
Hindi
Full Professional
Urdu
Full Professional
Punjabi
Professional
References
References available upon request.
Timeline
Insurance Advisor and Sales
RBC Bank
01.2022 - 05.2024
Customer Service Representative
Easy Financial
04.2021 - 01.2022
Cashier and Customer Service
Metro Food Basics
06.2020 - 02.2021
Sales and Marketing Manager
Gopal Dass and Sons
06.2018 - 12.2019
Accounts Manager
PS Bhargava and Company
04.2014 - 05.2018
Bachelor of Arts - Global Hospitability Management
Conestoga College Institute of Technology And Advanced Learning
Bachelor of Arts - Global Business Management
Conestoga College
Similar Profiles
Aastha BhasinAastha Bhasin
Dispute Operation Officer at RBC BankDispute Operation Officer at RBC Bank
Ajimoon (Annie) WhiteAjimoon (Annie) White
Internal Recoveries Department, Management at RBC BankInternal Recoveries Department, Management at RBC Bank
Julia MutesiJulia Mutesi
Financial Advisor at RBC BankFinancial Advisor at RBC Bank
Olivia MasztalerzOlivia Masztalerz
Deli-Grocery Clerk at Fruit MarketDeli-Grocery Clerk at Fruit Market
Harpreet KaurHarpreet Kaur
Sales Representative – Fixed Income at RBC Wealth ManagementSales Representative – Fixed Income at RBC Wealth Management