Khyati Malhotra
Toronto,ON
Summary
Reliable and customer-focused professional with a strong track record of exceeding expectations. Enrolled in Centennial College for a Diploma in Financial Planning, expected to graduate in December 2024. Knowledgeable in various investment patterns such as Mutual Funds, Stocks, Bonds, and current/savings accounts benefits. Proficient in MS Excel for creating spreadsheets and maintaining records. Skilled in risk assessment and building positive relationships with business units for client satisfaction.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Crew Member
McDonald (Finlayson Group)
07.2023 - Current
- Managed a high volume of customers daily, ensuring prompt and efficient service delivery exceeded benchmarks through upselling techniques and customer relationship management
- Worked with Finlayson Group to convince customers to donate for the Ronald McDonald Family Hospital
- Won awards for largest donation collected
- Led training sessions for new team members on cash handling, customer interaction, and quality control and company protocols
- Recorded daily cash flows by managing cash registers at the end of the day.
Recruitment Consultant
Conviction HR
08.2022 - 04.2023
- Managed the recruitment process for 50+ roles, consistently meeting placement goals within deadlines, improving client satisfaction
- Trained 30+ employees about the whole recruitment process
- Conducted interviews for corporate hiring, assessing potential candidates' acumen for client needs and developed a candidate pipeline
- Negotiated contracts and salary expectations, securing placements while reducing recruitment costs.
Sales & Client Relations
TNT - Fundraising for Red Cross & UNICEF
03.2024
- Successfully raised more than $15,000 in donations by using persuasive communication, client engagement, and empathy
- Exceeded daily targets, demonstrating strong salesmanship and negotiation skills
- Developed and implemented door-to-door outreach strategies, increasing donation conversion rates.
Education
Diploma in Financial Planning -
Centennial College
12.2024
Diploma in International Business Management -
Centennial College
12.2023
Bachelor of Commerce -
Mumbai University
03.2021
Skills
- Financial Analysis
- Budgeting and Forecasting
- Customer Relationship Management
- Cash Handling
- Salesmanship
- Team Leadership
- Training and Collaboration
- Analytical and financial acumen
- Communication & Persuasion
- Customer Engagement
- Ethical Judgment
- Time Management
Certification
- CSC Volume 1 and Volume 2, Ongoing
- Retirement Planning (CIFP), 2024
- Income Tax (CIFP), 2024
- Risk Management and Estate Planning (CIFP), Ongoing
- Certificate In International Freight Forwarding, 2024
Extracurricular Activities
- Student Guide @CCSA
- Sustainability initiative through Centennial College
Availability
Available part time – till 12/24, Available full time from 01/25, True
References
References available upon request.
Timeline
Sales & Client Relations
TNT - Fundraising for Red Cross & UNICEF
03.2024
Crew Member
McDonald (Finlayson Group)
07.2023 - Current
Recruitment Consultant
Conviction HR
08.2022 - 04.2023
- CSC Volume 1 and Volume 2, Ongoing
- Retirement Planning (CIFP), 2024
- Income Tax (CIFP), 2024
- Risk Management and Estate Planning (CIFP), Ongoing
- Certificate In International Freight Forwarding, 2024
Diploma in Financial Planning -
Centennial College
Diploma in International Business Management -
Centennial College
Bachelor of Commerce -
Mumbai University
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