Jaydeep Vyas
Burnaby,British Columbia
Summary
Experienced banking professional with a background as a Document Executive at Quess Corp Ltd (Axis Bank), skilled in customer service, sales, and digital banking solutions. Seeking to apply my expertise in financial products, document management, and client relations as a Customer Experience Associate at Scotiabank, with a focus on providing exceptional service and helping customers achieve their financial goals.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Document Executive
Quess Corp Ltd (Axis Bank)
Gujarat, India
12.2020 - 12.2021
- Company Overview: Experienced banking professional with a background as a Document Executive at Quess Corp Ltd (Axis Bank), skilled in customer service, sales, and digital banking solutions
- Conducted regular meetings with customers to provide banking services, including opening current and savings accounts, processing credit card applications, and handling loan applications
- Effectively managed leads provided by DMEs and fulfilled various banking tasks and responsibilities
- Diligently followed up with customers to ensure service procedures were completed and approved by the regional manager
- Collected reviews and feedback on service quality, prioritized any necessary revisions, and effectively resolved issues to ensure customer satisfaction
- Promoted and articulated the benefits of various banking products and services, including cashback offers, discounts, vouchers, and entertainment services
- Effectively communicated the advantages of holding an Axis Bank account, contributing to achieving sales targets
- Provided comprehensive guidance on digital banking facilities, with a focus on assisting senior citizens, to enhance their comfort and proficiency with banking services while ensuring adherence to regulatory compliance and banking standards
- Regularly communicated with team members regarding self-sourced leads, general leads, client updates, procedural changes, reviews, and application closures
- Ensured clear and effective communication of day-to-day activities to facilitate streamlined processes and teamwork
- As a Scotiabank account holder, I possess strong knowledge of Guaranteed Investment Certificates (GICs)
- With additional training, I am confident in my ability to efficiently manage GIC procedures and contribute to related banking operations
- With experience as an Office Clerk and Office Operations Executive, I am proficient in performing clerical and administrative tasks, as well as handling general accounting entries using software
- My diverse skill set allows me to contribute as a multitasker in various operational areas at Scotiabank
- Experienced banking professional with a background as a Document Executive at Quess Corp Ltd (Axis Bank), skilled in customer service, sales, and digital banking solutions
- Contributed to a 30% increase in customer adoption of digital banking services over six months
- Achieved credit card sales targets and was the only employee among 10 to receive an incentive in February for outstanding performance
Education
Master of Business Administration -
University Canada West
Vancouver, BC01.2024
Fundamental Course -
Semrush Academy
BC, Canada01.2024
Google Analytics Certificate -
University Canada West
BC, Canada01.2024
Digital Marketing -
Shree Academy
Rajkot, Gujarat01.2023
Bachelor of Business Administration -
Vivekananda College of Computer Science and Management
India01.2021
HRM Training Certificate -
01.2020
Office Clerk
01.2017
Skills
Sales
Customer Service
Digital Banking Expertise
Communication Skills
Interpersonal Skills
Problem Solving
Team Collaboration
Adaptability
Attention to detail
Office Suite
Customer Data Entry Management
Banking Software
Troubleshooting Support
Digital Documentation
Accomplishments
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Cashier - Achieved highest Number of new credit accounts opened within one-month period.
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
- Compiled inventory lists and worked with vendors for product pricing and special orders. Handled high volume sales with cash, credit and gift card transactions, balancing cash draw at end of shift with 100% accuracy rate.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Supervised team of Number staff members.
- Achieved Result by completing Task with accuracy and efficiency.
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Documented and resolved Issue which led to Results.
- Collaborated with team of Number in the development of Project name.
- Achieved Result through effectively helping with Task.
Certification
- Canva, 2024
- Fundamental Course with Gregg Gifford, Semrush Academy, University Canada West, 2024
- Google Analytics Certificate, University Canada West, 2024
- Digital Marketing, Shree Academy, Rajkot, Gujarat, India, 2023
- Office Operations Executive, 2023
- HRM Training Certificate, 2020
- Office Clerk, 2017
- Additional Certifications, 2016
Languages
English
Full Professional
Timeline
Document Executive
Quess Corp Ltd (Axis Bank)
12.2020 - 12.2021
Master of Business Administration -
University Canada West
Fundamental Course -
Semrush Academy
Google Analytics Certificate -
University Canada West
Digital Marketing -
Shree Academy
Bachelor of Business Administration -
Vivekananda College of Computer Science and Management
HRM Training Certificate -
Office Clerk