Drasht Parikh
Mississauga,Canada
Summary
Dynamic and results-oriented professional with extensive experience in customer service and financial advisory roles, notably at Kelly Connect Services. Excelled in sales strategy and performance analysis, boosting conversion rates by 80%. Skilled in presentations and public speaking, consistently met performance goals through effective client communication and strategic planning.
Overview
7
7
years of professional experience
Work History
Apple Support Advisor
Kelly Connect Services
Toronto, Canada
07.2023 - Current
- Offered excellent customer service experience via inbound and outbound calls
- Resolved customer issues regarding billing, fraud, and technical issues
- Data entry and research as required to troubleshoot customer problems
- Answered phones, greeted customers, and assisted clients with inquiries
- Proven ability to initiate and maintain excellent relations with the clients
- Acquired excellent communication and interpersonal skills with the public and co-workers.
- Analyzed sales trends and customer feedback to recommend improvements in products and services.
- Maximized sales by keeping areas tidy, fully stocked and correctly priced.
- Utilized customer relationship management software to track progress against goals.
- Utilized CRM software (e.g., Salesforce, HubSpot) to track leads, manage client communication, and improve sales forecasting accuracy.
- Analyzed data from customer surveys to identify trends in customer needs and requests.
- Read technical manuals, conferred with users, or conducted computer diagnostics to investigate and resolve problems.
- Worked with internal teams to deliver accurate information to customers and service accounts.
- Recommended upgrades or additional features that could enhance user experience.
Banking Associate
Canadian Imperial Bank of Commerce (CIBC)
North York, Canada
07.2022 - 06.2023
- Presented a full range of banking services to individuals emphasizing personal financial planning within achieving branch sales goals
- Assisted with training and developing existing / new team members maintaining high customer service quality
- Cross-sold consumer and business deposit products retained and expanded relationships with new and existing clients
- Supported Branch Manager in reaching operational goals resulting in an above-average audit
- Represented the bank in community outreach events
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Provided exceptional post-sale support, ensuring client needs were addressed promptly and effectively, contributing to a 95% client retention rate.
Insurance Advisor
TD Bank
Toronto, ON
04.2022 - 06.2022
- Ensured compliance with legal regulations related to insurance policies.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Identified cross-selling opportunities through analysis of customer data.
- Followed up with customers regarding outstanding payments or overdue renewals.
- Responded promptly to customer inquiries via phone, email, or online chat platforms.
- Presented customers with insurance quotes using sources for information.
- Utilized CRM software (e.g., Salesforce, HubSpot) to track leads, manage client communication, and improve sales forecasting accuracy.
Customer Service Representative
Sutherland Global
Windsor, Canada
08.2021 - 03.2022
- Resourceful, hardworking, and passionately dedicated to satisfying customers
- Navigates multiple demands to provide a high level of service in a fast-paced, dead environment
- Hardworking and focused on completing work quickly to consistently exceed targets, with a strong background in fast-paced environments.
- Delivered tailored product solutions to clients, increasing conversion rates by 80% within the first year of implementation.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Maintained a high level of professionalism when dealing with difficult customers.
Banking Associate
Axis Bank
Ahmedabad, India
08.2018 - 09.2019
- Evaluated clients' financial status to provide recommendations and suggestions on proper debt management, and insurance
- Managed client portfolios of stocks, bonds, bank accounts, and property documents
- Met with clients to discuss assets, expenses, and personalized financial plans
- Educated clients on various financial matters and provided professional recommendations on opportunities, products, and services based on each client's individual needs
- Analyzed customer feedbacks to identify areas where improvements can be made in terms of service delivery.
- Coordinated with vendors for procurement of materials and supplies needed for daily operations.
- Assisted with the development of operational plans and procedures.
- Implemented campaigns and promotions to help with developing goods and services.
- Supervised a team of subordinate personnel involved in various aspects of operations.
Education
Post-Graduation Diploma - FINANCIAL SERVICES AND FINANCIAL SERVICE ADVISOR
Cage DeLa Gaspésie
Montreal, QC01.2021
Post-Graduation Diploma - SUPPLY CHAIN AND OPERATIONS MANAGEMENT
Canadore College of Applied Arts and Technology
Mississauga, ON08.2020
BACHELOR OF COMMERCE - COMMERCE
College of Commerce
Ahmedabad, Gujarat, India03.2019
Skills
- Presentations and public speaking
- Sales strategy
- Performance analysis
- Strategic planning
- Resource management
- Supply chain management
- Cost analysis and savings
- Cost reduction strategies
- Asset management
- Financial customer support
- Ticket queue management
- Report creation
- Sales follow-up
- Sales software proficiency
- Microsoft teams
- Office 365 reporting and analytics
- Pivot table creation
- Data entry
- File management
- Statistical functions
- Financial functions
- Product knowledge
- Client engagement
- Performance tracking
- CRM proficiency
- Client onboarding
- Budget management
- Relationship management
Timeline
Apple Support Advisor
Kelly Connect Services
07.2023 - Current
Banking Associate
Canadian Imperial Bank of Commerce (CIBC)
07.2022 - 06.2023
Insurance Advisor
TD Bank
04.2022 - 06.2022
Customer Service Representative
Sutherland Global
08.2021 - 03.2022
Banking Associate
Axis Bank
08.2018 - 09.2019
Post-Graduation Diploma - FINANCIAL SERVICES AND FINANCIAL SERVICE ADVISOR
Cage DeLa Gaspésie
Post-Graduation Diploma - SUPPLY CHAIN AND OPERATIONS MANAGEMENT
Canadore College of Applied Arts and Technology
BACHELOR OF COMMERCE - COMMERCE
College of Commerce
Similar Profiles
Tashawnda NelsonTashawnda Nelson
Technical Support Advisor at Kelly Connect ServicesTechnical Support Advisor at Kelly Connect Services
Deneisha HarrisDeneisha Harris
Customer Service Representative at Kelly Connect ServicesCustomer Service Representative at Kelly Connect Services
Ajamu FernandoAjamu Fernando
Customer Service Representative at Kelly Connect ServicesCustomer Service Representative at Kelly Connect Services