Maaz Khosa
Calgary
Summary
Developed comprehensive skills in customer-focused environment, ensuring accurate financial record management and exceptional guest service. Demonstrated ability to handle complex tasks efficiently and maintain high level of accuracy under pressure. Seeking to transition these skills into new field, bringing strong foundation in organization and customer relations.
Overview
5
5
years of professional experience
Work History
Financial Advisor
Servus Credit Union
04.2022 - Current
- Analyzed financial data, identified trends and variances, and provided timely and accurate reports to senior management.
- Prepared financial data in balancing General Ledger & Large Cash Transactions for senior management, resulting in improved decision- making
- Daily tracking and analysis for client maintenance reports, Reversed/backdated transactions and Daily/Weekly/Monthly/Quarterly Sales Report with Power BI
- Provided a robust financial plan for Registered accounts investment for Tax savings, Estate planning and Mutual Funds Investments.
- Developed a process for tracking and reporting financial performance to senior management through Tableau visualizations.
- Achieved 212% of the Sales targets for Stable Deposit Growth and Lending in Mortgage applications in 2023.
- Developed and maintained relationships with clients, resulting in an increase in repeat business by 200%.
- Researched and identified competitive advantages for a client that enabled them to outpace their competition
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Hertz Car Rental
Assistant Operations Manager
07.2019 - 03.2022
- Conducted thorough inspections of vehicles before and after rentals, minimizing damage claims and maintaining fleet quality.
- Enhanced company revenue by upselling additional services and insurance packages to clients.
- Managed customer queries efficiently via phone calls or emails, resulting in prompt issue resolution and satisfied clientele.
- Effectively managed vehicle inventory for timely availability, ensuring a smooth rental process for customers.
- Processed payments accurately using various payment methods like cash credit cards checks ensuring hassle-free transactions for customers.
- Assisted in resolving conflicts or issues between customers and staff, fostering a positive work environment.
- Trained new employees on company policies, software usage, sales techniques, and customer service best practices.
- Proactively communicated with clients regarding upcoming reservations or changes in vehicle availability to avoid any inconvenience or dissatisfaction later on.
- Coordinated closely with other departments such as maintenance cleaning teams optimize vehicle turnover times enhance overall client experience.
Education
BBA - Accounting And Finance
Macewan University
Edmonton, None04.2018
Skills
- Relationship building and management
- Sales expertise
- Analytical thinking
- Journal entries
- Invoicing and collections
- Administrative support
- Microsoft outlook, word, and Excel
- SalesForce, PeopleSoft, QuickBooks, POS Systems
Languages
English
Full Professional
Punjabi
Full Professional
Timeline
Financial Advisor
Servus Credit Union
04.2022 - Current
Hertz Car Rental
Assistant Operations Manager
07.2019 - 03.2022
BBA - Accounting And Finance
Macewan University
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