Jasmine Gill
Windsor,ON
Summary
Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
11.2018 - 03.2024
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Customer Service Representative
Pioneer Energy
08.2015 - 01.2020
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Trained new Customer Service Representatives on company policies, procedures, and best practices.
- Analyzed customer service metrics to identify trends and develop strategies for improvement.
- Improved resolution time with effective problem-solving for customer complaints.
Customer Service Representative
Scotiabank
09.2017 - 11.2018
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Responded to customer requests for products, services, and company information.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
Education
Post Graduate Diploma - Freight Forwarding And Logistics
St.Clair College
Windsor, Canada04.2017
Post Graduate Diploma - International Business Management
St.Clair College
Windsor, Canada04.2016
GED -
NIIT - For Computer Science
New Delhi, India12.2015
Bachelor of Arts - Economics
Jesus And Mary College
Delhi, India05.2013
Skills
- Financial Services
- Cash Handling
- Mutual funds
- Banking
- Sales and Marketing
- Risk Assessment
- Financial Advising
- Customer Service
- Customer Relationship Management
- Teamwork and Collaboration
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Certification
- Financial Mathematics, Actuaries of UK - 2014
Timeline
Financial Advisor
Scotiabank
11.2018 - 03.2024
Customer Service Representative
Scotiabank
09.2017 - 11.2018
Customer Service Representative
Pioneer Energy
08.2015 - 01.2020
Post Graduate Diploma - Freight Forwarding And Logistics
St.Clair College
Post Graduate Diploma - International Business Management
St.Clair College
GED -
NIIT - For Computer Science
Bachelor of Arts - Economics
Jesus And Mary College
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