Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jyotsna Gupta

Waterloo,ON

Summary

Experienced Financial Services and Customer Care professional with a background in banking and client service. Proficient in relationship management, negotiation, and customer-centric communication. Skilled at delivering tailored solutions, multitasking, and exceeding client expectations in high-paced environments. Dedicated to personal and professional growth, with a strong commitment to reliability and accuracy.

Overview

5
5
years of professional experience

Work History

Server

Splitsville Entertainment
06.2024 - 07.2024
  • Followed health and safety protocols for maintaining safe and sanitary environments for customers and staff.
  • Served food and beverages promptly with focused attention to customer needs.
  • Used slow periods to restock supplies, ice, trays, and delivery bags.
  • Managed orders, payments, and upselling in a busy environment, emphasizing customer satisfaction and attentiveness.
  • Effectively handled customer requests and special needs, showcasing strong multitasking and customer service skills.

Packer Associate

RDJ Bakery
08.2023 - 12.2023
  • Kept accurate records of packed items, updating tracking systems as needed for easy reference later on in the process.
  • Organized packaging workstations and met daily targets with high attention to detail.
  • Collaborated with team members to complete tasks efficiently, demonstrating adaptability and reliability in a fast-paced environment.
  • Maintained clean and safe work environment, adhering to company safety regulations and policies.

Credit Manager

HDFC Bank
09.2021 - 06.2022
  • Evaluated customer creditworthiness for auto loans, analyzing credit reports, financials, and banking data.
  • Managed accounts receivable processes, ensuring timely client follow-ups and payment plans tailored to clients’ financial situations.
  • Provided clear explanations of loan requirements, effectively handled customer queries, and maintained high standards of client satisfaction.
  • Negotiated and managed loan terms in alignment with customer needs, prioritizing client trust and transparency.

Sales Manager

Axis Bank
09.2020 - 06.2021
  • Developed comprehensive product knowledge, enabling best possible solutions for clients'' specific needs.
  • Maintained relationships with customers by identifying needs and offering appropriate services.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Acquired and engaged high-value clients, enriching relationships and expanding wallet share by offering customized financial solutions.
  • Used CRM systems to manage client data, track interactions, and ensure personalized service that met and exceeded client expectations.
  • Coordinated with cross-functional teams to resolve client issues promptly, ensuring compliance with industry standards and company policies.

Social Media Marketing Intern

Peachhouse Productions
04.2019 - 06.2019

• Created a structured social media marketing plan & budget for their ongoing project named MIGHTY MASTERS S1.
• Identified the correct measures to set objectives and evaluate social media marketing.
• Reviewed and prioritized the strategic options for boosting customer acquisition, conversion, and retention.
• Understood and followed the practical success factors to improve results from social media marketing.

Education

Post Graduate Diploma - Project Management

Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON
10.2025

Post Graduate Diploma - Global Business Management

Conestoga College Institute of Technology And Advanced Learning
11.2023

MBA - Business Management

Apeejay School of Managment
Delhi, India
06.2020

BBA - Business Administration

Bharati Vidyapeeth Institute of Management
Delhi, India
05.2018

Skills

  • Ms Office
  • Ms Project
  • Excellent communication skills
  • Customer Service
  • Client Relationship Management
  • Policy Implementation
  • Credit evaluations
  • Underwriting expertise
  • Loan reviews
  • Loan decision assessments
  • Sales operation
  • Rapport and relationship building
  • Team Player
  • Attention to Detail

Languages

Hindi
English

Timeline

Server

Splitsville Entertainment
06.2024 - 07.2024

Packer Associate

RDJ Bakery
08.2023 - 12.2023

Credit Manager

HDFC Bank
09.2021 - 06.2022

Sales Manager

Axis Bank
09.2020 - 06.2021

Social Media Marketing Intern

Peachhouse Productions
04.2019 - 06.2019

Post Graduate Diploma - Project Management

Conestoga College Institute of Technology And Advanced Learning

Post Graduate Diploma - Global Business Management

Conestoga College Institute of Technology And Advanced Learning

MBA - Business Management

Apeejay School of Managment

BBA - Business Administration

Bharati Vidyapeeth Institute of Management
Jyotsna Gupta