ANAGHA SIVA NANDA
Toronto,ON
Summary
Serviced variety of products in one of the top five banks of Canada. Successfully handled: Collections, Customer service, Sales, Banking in a B2B work environment both remote and at office. Results- driven and detail- oriented financial services professional with over 2 years of experience in providing exceptional customer service in sectors like Sales and Finance. Expertise in providing Financial planning and advise on Recovery as well as Repayment options to clients to help them achieve their financial goals. Adept at analyzing data, identifying risks, and developing strategies to minimize losses. Strong communication skills with the ability to interact effectively with a diverse range of clients. Results-driven professional focused on delivering exceptional support for customer needs. Successfully manages concerns and resolves conflicts to maximize customer satisfaction. Offers strong background in customer relations and communication.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Front Desk Associate/ Concierge
Condor Security
01.2023 - Current
- Front Desk handling and CCTV monitoring of Condominium in downtown Toronto
- Assisting Property Management and residents
- Calling emergency services when needed
- Taking notes on daily occurrence reports and incidents
- Making sure Management gets required lease agreements and documents from residents
- Conducting timely inspection of property
- Handling booking and payments for events and amenities
- Ensuring residents as well as property is secured all time
- Training new hires and ensuring policies are followed.
Consumer Direct Sales Representative
Nordia, Bell Canada
09.2022 - 01.2023
- Promoting Sales for Bell Canada’s Mobility and Residential products and services by consulting and gathering information from customers
- Working in fast- paced and rapidly changing work environment while making more than 50 sales per day.
- Reaching out to existing customers t pitch new ancillary products or increase spend in products that are currently used
- Making decisions on best plans & offers after various processes like credit check etc
- Operating computer terminal, including accessing multiple systems to establish, update and retrieve data while simultaneously negotiating with customers
- Understanding needs of business and workload levels and making sure to exceed monthly sales quota
- Ensuring customer delight and winning their continued business and loyalty for Bell Canada
- Identifying areas of opportunity to maximize sales and overall productivity
- Developing and codifying best practices and sales workflows for interactions with prospects.
- Skilled at working independently and collaboratively in a team environment
- Self-motivated, with a strong sense of personal responsibility
Credit Counsellor
CIBC
05.2022 - 08.2022
- Assisting clients with multiple bank accounts under Client Account Management and established client relationships.
- Performed exceptionally services using various banking products like Line of Credit, Credit Cards, Personal Chequing/ Saving Accounts, Loans and Mortgages
- Making decisions on Loan applications and recommending applications for approval or rejection Recovery options and Loans
- Educating clients on building great financial habits and debt management
- Interviewing clients to provide best solutions and payment arrangements to potentially resolve outstanding debts and increased business.
- Experience in using banking systems (like Pega, Instapay, TSYS, SAP, COINS)
- Successfully handling various kind of bank transactions like Inter Branch Banking, payments using products of Other Financial Institutions and applying Right of Offset
- Properly managing Inbound and Outbound calls with minimum hold and handling time on B2B work environment.
Financial Services Representative
Gatestone & Co
03.2021 - 05.2022
- Providing consulting services within banking sector for reputed bank
- Dispensing financial advice while working on Fast paced schedules
- Recommending appropriate products and payment plans and increased sales target by 10%.
- Providing customer with assistance during hardships
- Maintain highest level of confidentiality with all information obtained
- Performed as team member in allocating and coordinating work flow
- Managed over 50 -70 calls per day to maintain targets.
- Comply with all department and company policies, procedures and regulations
- Research and resolve customer problems, acting as customer liaison between other bank departments when necessary.
- Responded to inquiries from clients and provided financial advice to drive fiscal growth
- Maintained updated records of all financial transactions to support traceability
- Developed and implemented risk management strategies to minimize financial losses
Front Desk Associate/ Concierge
Paragon Security
10.2018 - 03.2021
- Front Desk handling and CCTV monitoring of Condominium in downtown Toronto
- Assisting Property Management and residents
- Controlling trespassers and Escorting contractors
- Giving access and directing visitors to appropriate areas
- Calling emergency services when needed
- Writing daily occurrence reports and incidents.
Administrative Assistant
M.P. Engineering Constructions (India) Pvt. Ltd
01.2017 - 03.2018
- Responsible for responding to inquiries about products and services of company
- Managing records and connecting customers to right team
- Completing and submitting all necessary paperwork (documents, report) required to finalize sale of products
- Sending invoices to the customers & accepting payments via cash, debit/ credit cards
- Booking appointments for existing and prospective clients as well as scheduling
- Resolve issues related to invoice, distribution, delivery and quality of services
- Responsible for entering, transcribing, recording, and, maintaining information in written or electronic form.
Education
Post-Graduation Diploma - Supply Chain Management
St. Lawrence College, ON
Toronto, ON09.2019
Post- Graduation Diploma - Human Resources Management
Centennial College
Toronto, ON01.2019
Associate of Arts - English Language and Literature
Mahatma Gandhi University
Kerala03.2017
Skills
- SKILLS AND ABILITIES
- Skilled in solving problems using limited resources on tight schedule and fast- paced work environment with high volume of customer interactions
- Excellent Customer Service skills, with ability to understand clients’ needs and provide tailored solutions
- Strong communication and interpersonal skills, with ability to build and maintain professional relationships with clients
- Strong knowledge of financial products and services, including investment products, insurance, loans, and credit cards
- Listening Skills
- Customer Feedback
- File Management
- Professional Telephone Etiquette
- Cash Handling
- Time Management
- Multi-Line Phone Systems
- Customer Care
Accomplishments
- HRDC – Human Resource Development Council certified in various programs like Tally erp9.7, Peachtree, QuickBooks
- Certified in Verbal Judo
- License in Private Security and Investigative Services
Certification
Microsoft Professional Certified
Timeline
Front Desk Associate/ Concierge
Condor Security
01.2023 - Current
Consumer Direct Sales Representative
Nordia, Bell Canada
09.2022 - 01.2023
Credit Counsellor
CIBC
05.2022 - 08.2022
Financial Services Representative
Gatestone & Co
03.2021 - 05.2022
Front Desk Associate/ Concierge
Paragon Security
10.2018 - 03.2021
Administrative Assistant
M.P. Engineering Constructions (India) Pvt. Ltd
01.2017 - 03.2018
Post-Graduation Diploma - Supply Chain Management
St. Lawrence College, ON
Post- Graduation Diploma - Human Resources Management
Centennial College
Associate of Arts - English Language and Literature
Mahatma Gandhi University
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