Summary
Overview
Work History
Education
Skills
Accomplishments
Achievements And Volunteering Experience
Languages
Hobbies
Timeline
Generic

Harsh Chadha

Halifax

Summary

Be an empathetic individual who is very dedicated and passionate to help and assist the senior people to satisfy their day to day needs and to make their life happier and easier by working as the part of a reputed organization.

Overview

1
1
year of professional experience

Work History

Senior Financial Advisor

Scotia Bank
12.2022 - Current
  • Handle customer concerns, provide appropriate solutions and alternatives within the time limits and follow-up to ensure resolution
  • Build sustainable customer relationship of trust through open and interactive communication with customers
  • Manage both inbound and outbound calls with customers, consumers, and other stakeholders of the company
  • Process manual and EDI sales orders in a timely manner
  • Assist sales department in creating and maintaining prospective customers
  • Participate in driving customer value above and beyond sales.
  • Improved client financial stability by assessing their current financial situation and developing customized plans.
  • Generated new business leads through extensive networking, referrals, and strategic partnerships.
  • Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
  • Delivered comprehensive wealth management solutions for high-net-worth individuals and families.

Sitter / care giver

Osprey Health Care
09.2022 - 12.2022
  • Carefully monitor high risk individuals and perform asset protection in providing security escorts for residents
  • Provide exceptional customer service through strong interpersonal skills
  • Acting as a support system for nursing staff to help prevent potential behaviour issues from escalating
  • Document all incidents reported by nursing staff and maintains the resident's activity log
  • Working cooperatively with staff, volunteers, service providers and other stakeholders to meet resident and family needs
  • Establish and maintain appropriate helping relationships with individuals and clients, modelling effective/efficient behaviour and demonstrating acceptable professional behaviour
  • Reporting to the Director of Care and taking direction from various members of the Registered nursing team, the CCAs.

Education

MBA - Marketing and Finance

Symbiosis Center of Distance Learning
India
12.2005

Bachelor of Arts - Ecomonics, English & History

S.C.D Government College
India
07.1999

Skills

  • Client Engagement
  • Client Service and Support

Accomplishments

Volunteer at Halifax Central Library as English language tutor.

Volunteer at The Hindu temple , Cork street , serving & helping senior people.

Achievements And Volunteering Experience

  • Helped undergraduate students of various institutions to understand the importance of effective communication through classroom-oriented sessions - Volunteering experience.
  • Student coordinator of national service scheme in Panambilly Memorial Government College.
  • Organized and lead different activities for being mental, financial, social support for various charitable organizations in Kerala, India- Volunteering experience.
  • Student coordinator of National Level Management Fest "Ascend 2k17".
  • Worked as an English language trainer in a nonprofit organization (Anandabhavan) which work for welfare of children in alternative care.
  • Volunteer of Emergency management team: Canadian Red Cross

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Urdu
Elementary

Hobbies

Travelling, Making new friends, Interacting with strangers, cooking

Timeline

Senior Financial Advisor

Scotia Bank
12.2022 - Current

Sitter / care giver

Osprey Health Care
09.2022 - 12.2022

MBA - Marketing and Finance

Symbiosis Center of Distance Learning

Bachelor of Arts - Ecomonics, English & History

S.C.D Government College

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Harsh Chadha