Divya Mehta
Prince Albert,Saskatchewan
Summary
Result-driven FSR with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Motivated professional offering Masters in Finance. Adds value to any organization in need of great collaboration, interpersonal and multitasking abilities. Meets tight deadlines.
Overview
8
8
years of professional experience
Work History
Financial Services Representative
Conexus Credit Union
07.2023 - Current
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Maintained updated records of all financial transactions to support traceability.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Advised clients on favorable investment opportunities to meet established financial goals.
- Maintained friendly and professional customer interactions.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Part Time Cast Member
Galaxy Cinemas
03.2023 - Current
- Interacted with guests to entertain and create fun atmosphere.
- Organized, stocked and replenished merchandise following set standards.
- Collected payment to process ticket sales using cash register.
Outbound Customer Service Representative
SinglePoint Group International Inc.
04.2023 - 07.2023
- Documented outbound calling processes and equipped callers with quick-reference job aids to enable recall of less common processes.
- Seized opportunities to upsell new product offerings to current customers and coached team to upsell.
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Answered, screened and processed high volume of calls daily with call management system and web-based communications.
Voluntary Worker
PA Downtown Street Fair
06.2023 - 06.2023
- Assisted with facilities maintenance, basic cleaning and trash removal.
- Helped with prep, set up, and breakdown of community and public events.
- Established and maintained relationships with fellow volunteers and organizational stakeholders.
Timesheets Specialist
Sarens Heavy Lift India
12.2016 - 09.2022
- Exercised versatility in fast-paced, agile work environments.
- Participated in ongoing training and compliance activities.
- Maintained positive working relationship with fellow staff and management.
- Worked closely with human resources to support employee management and organizational planning.
Senior Associate Consultant
Policybazaar.com
08.2015 - 12.2016
- Answered clients' questions and promptly addressed concerns.
- Developed and implemented new procedures to facilitate business growth.
- Prepared accurate and concise reports, conveying progress, issues and solutions.
Education
PG Certificate - Business Management
Saskatchewan Polytechnic College
Prince Albert, SKMBA - Finance
Amity University
India11.2018
BBA - Commerce
Kurukshetra University
India07.2013
Skills
- Problem Resolution
- Computer Skills
- Microsoft Office
- Reliable & Trustworthy
- Team Building
- Customer Service
- Supervision & Leadership
- People Skills
- Data Management
- Good Work Ethic
- Financial Product Sales
- Financial Services
- Risk Management
- Cash Handling
- Teller Transactions
- Cash Management
- Customer Relationship Building
- Sales Goals
Languages
English
Full Professional
Accomplishments
- Promoted from Associate to Senior Associate Consultant, in less than 12-months.
- Consistently maintained high customer satisfaction ratings.
- Recognized as Employee of the month twice for outstanding performance and team contributions.
- Recognized as Cast of the month twice in a row at Galaxy Cinemas for outstanding performance and team contributions
References
• Henvi Patel
Assistant Manager - Galaxy Cinemas
306-536 0070
henvi1999@gmail.com
• Charu Arora
Operations Manager - Singlepoint
437-246 2599
charlsarora@gmail.com
Timeline
Financial Services Representative
Conexus Credit Union
07.2023 - Current
Voluntary Worker
PA Downtown Street Fair
06.2023 - 06.2023
Outbound Customer Service Representative
SinglePoint Group International Inc.
04.2023 - 07.2023
Part Time Cast Member
Galaxy Cinemas
03.2023 - Current
Timesheets Specialist
Sarens Heavy Lift India
12.2016 - 09.2022
Senior Associate Consultant
Policybazaar.com
08.2015 - 12.2016
PG Certificate - Business Management
Saskatchewan Polytechnic College
MBA - Finance
Amity University
BBA - Commerce
Kurukshetra University
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