Karish Gera
Brampton
Summary
Dedicated and results-oriented professional with a bachelor’s degree in commerce and a Postgraduate Diploma in Financial Technology. Seeking a challenging role that leverages my skills and experience to contribute to the financial industry.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Customer Service Agent
IO Solutions (Fido)
06.2023 - 01.2024
- Assisted customers with inquiries, resolving issues, and ensuring a positive customer experience. - Maintained detailed records of customer interactions, inquiries, and resolutions. - Responded to customer emails, calls, and chats, delivering exceptional customer service. - Worked collaboratively with colleagues to ensure a seamless customer support process. - Participated in training sessions to stay updated on company policies and procedures.
Financial Service Consultant
ICICI Prudential
08.2020 - 09.2022
- Provided expert financial advice to clients, facilitating investment decisions and financial planning. - Developed and maintained strong client relationships, ensuring client satisfaction and trust. - Conducted financial assessments, and risk analysis, and recommended suitable insurance and investment products. - Collaborated with a team to meet sales targets, consistently achieving and exceeding set goals. - Stayed updated on market trends and financial products to provide clients with the most current information.
Education
Postgraduate Diploma in Business administration -
York University
01.2024
Postgraduate Diploma in Financial Technology -
Conestoga College
01.2023
Bachelor of Commerce (Specialization in Accounting and Finance) -
Punjabi University
01.2020
Skills
- Financial Analysis
- Investment Advisory
- Customer Relationship Management
- Market Research
- Risk Assessment
- Financial Technology
- Excellent Communication Skills
- Time Management
- Problem Solving
- Teamwork
- Customer service
- Sales
- Microsoft excel
- Word
- PowerPoint
Certification
Digital Marketing- Google 2020
Languages
English
Hindi
Punjabi
Timeline
Customer Service Agent
IO Solutions (Fido)
06.2023 - 01.2024
Financial Service Consultant
ICICI Prudential
08.2020 - 09.2022
Postgraduate Diploma in Business administration -
York University
Postgraduate Diploma in Financial Technology -
Conestoga College
Bachelor of Commerce (Specialization in Accounting and Finance) -
Punjabi University
Digital Marketing- Google 2020
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