Annu Gandhi
1409- 33 Orchard View Blvd. Toronto,ON
Summary
- completed the Canadian investment fund course (IFSE) and currently enrolled in the Canadian Securities Course (CSC) with a July 2025 completion date.
- Experienced in delivering excellent customer service to clients, including complaint resolution, queries and completeness.
- Agent experienced in identifying the needs of the client and working to find a solution promptly and professionally. Hardworking and passionate job seeker with strong organizational skills eager to secure for admin assistant position. Ready to help team achieve company goals.
- Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
- Committed and professional Service Advisor with proven ability to effectively manage customer inquiries, provide accurate advice and ensure customer satisfaction. Excellent communication and problem-solving skills for providing customers with best possible service.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Agent
Teleperformance
04.2023 - 08.2023
- Obtained client information by answering telephone calls.
- Informed clients of policies and procedures.
- Advised customers about new products and assisted customers in determining best product for needs.
- Resolved caller issues quickly and thoroughly.
- Learned and adapted quickly to new technology and software applications.
- Excellent communication skills, both verbal and written.
- Implemented strategies to reduce risk of credit card fraud and identity theft.
- Paid attention to detail while completing assignments.
- Applied effective time management techniques to meet tight deadlines.
- Educated customers on use of banking website and mobile apps.
- Handled and promptly resolved customer complaints to maintain professional relationships.
- Adopted customer feedback in process and system improvement initiatives.
Store Supervisor
Dollar Topia
06.2022 - 03.2023
- Organized shift meetings to communicate and resolve issues for night operations.
- Secured building for closing by completing run-through of sales floor, turning off electronic systems and turning on alarms.
- Answered product questions and assisted customers in selection and checkout.
- Conducted inventory analysis to determine optimal stock levels.
- Supervised daily operations by directing customer service, inventory and sales operations.
- Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Oversaw financial operations by monitoring expenses and reconciling bank statements.
Accounting Assistant
Harikamal Construction
08.2016 - 11.2017
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Used accounting software to prepare weekly and monthly financial reports.
- Transferred data and documents to facilitate system migration and software updates.
Assistant Accountant,
Kamla Electrical & Engineering Co
08.2014 - 07.2017
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Reviewed general ledger entries and assessed accuracy.
- Reconciled company accounts for credit cards, employee expenses, and commissions.
- Leveraged finance knowledge to strengthen controls and improve transparency.
- Facilitated month-end and year-end closing processed to support accuracy and completeness of financial reports.
Education
Canadian Security Course -
Canadian Security Institue
Toronto, ONCanadian Investment Fund Course - Finance
IFSE
Mississauga, ON05.2023
Global Business Management - Business Management
Fleming College
Peterborough, ON04.2019
Bachelor Of Commerce - Accounting And Finance
The Maharaja Sayajirao University of Vadodara -
Vadodara, India04.2014
Skills
- Resource Allocation
- Information Documentation
- Strong Communication Abilities
- Problem-Solving Skills
- Product Sales
- Manage Contracts
- Financial Document Preparation
- Appearance Scheduling
- Email Software
- Funding Education
- Sales Expertise
- Professional Industry Communication
- Financial Services
- Customer Transactions
- Client Needs Assessment
- Communications Expertise
- Administrative Support
- Customer Account Review
- Customer Proposals
- Goals and Performance
- Account Documentation
- Information Gathering
- Financial Reporting
- Business Development
- Business Correspondence
- Critical Thinking
- Business Oversight
- Lead prospecting
- Performer Promotion
- Marketing Management
- MS word, excel, and outlook
Certification
- Canadian investment fund course(IFSE)
- Canadian security course July-2025
Timeline
Agent
Teleperformance
04.2023 - 08.2023
Store Supervisor
Dollar Topia
06.2022 - 03.2023
Accounting Assistant
Harikamal Construction
08.2016 - 11.2017
Assistant Accountant,
Kamla Electrical & Engineering Co
08.2014 - 07.2017
Canadian Investment Fund Course - Finance
IFSE
Global Business Management - Business Management
Fleming College
Bachelor Of Commerce - Accounting And Finance
The Maharaja Sayajirao University of Vadodara -
Canadian Security Course -
Canadian Security Institue