Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Megha Shahi

Calgary,AB

Summary

Result-driven Financial Service Representative with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.

Overview

3
3
years of professional experience

Work History

Financial Services Representative

Cash Money
01.2023 - Current
  • Cash Handling on a day-to-day basis and sales Inbound and Outbound calls
  • Advising financial products and cross-selling (loans and Line of credit) to customers according to their needs
  • Handling customers' queries through all modes of communication- In person, over the call, and by email
  • General administrative duties such as handling Western Union transactions, Money orders, Cheque cashing
  • Loans backend processing and auditing loans issued on day to day basis, Vault control management
  • Opening/closing the branch
  • Performing daily calls to remind clients of payment arrangements
  • Reviewing applicants/completing financial risk assessment to determine approvals
  • Collaborate with various departments to maximize profit while focusing on exceptional customer service and sales.

Sales Associate

H&M
08.2022 - 12.2022
  • Provide excellent direct and indirect customer service according to H&M standards on the selling floor, in the fitting room and at the cash point
  • Following store logistics processing- unloads delivery truck, receives shipments, opens and unpacks merchandise and security tagging for loss prevention
  • Actively work with garments- replenishing, folding, hanging, displaying and merchandising as per H&M guidelines
  • Performing cash transactions- handles all required transactions, issues receipts and packs merchandise
  • Execute price changes and transfers
  • Utilize established H&M policies and procedures to assist in loss prevention for the store and partners with store management as needed
  • Adhere to H&M values and internal standards, policies and procedures contained in the H&M employee welcome book
  • Work effectively with the team members to ensure the selling floor, cash point, fitting rooms and stockroom are clean and well maintained to H&M standards
  • Assist in training new Sales Advisors.

Call Centre Representative

AllianceOne Group
11.2021 - 04.2022
  • Assist an average of 500 clients in a week and consistently meet performance benchmarks in all areas (speed, accuracy, and volume)
  • Provide professional customer service that reflects positively on the company
  • Handle incoming calls or inquiries from prospective clients and log data in CRM and other tools
  • Assist customers by solving customer's inquiries and concerns
  • Responded to inquiries about products and services, processing payments, or performing general account maintenance
  • Research issues on various computer systems and databases to resolve complains and outline solutions
  • Maintain Positive attitude and strong interpersonal and communication skills.

Sales Associate

Zara Canada
06.2021 - 11.2021
  • Provide exceptional client experience by executing Zara Sales Culture
  • Build and maintain relationships with store team, peers, and relevant partners
  • Participate in stock room set-up and organization
  • Ensure the right quantity of stock is in the right place at the right time
  • Maintain proper presentation of merchandise in accordance to corporate directives
  • Efficiently and accurately support with shipping and receiving of merchandise
  • Perform inventory counts upon corporate office direction
  • Support cleanliness and maintenance of physical store to create a safe and comfortable shopping experience
  • Adhere to loss prevention policies to prevent external and internal theft
  • Resolve customer complaints and negotiated solutions while offering unparalleled customer support

Education

Diploma in Marketing -

Lambton College
12.2022

Bachelor of Commerce - Business Administration

Punjab University - India
08.2016

Skills

  • Professional presentation and proper etiquette with customers in person, on phone and through email
  • Excellent communication and interpersonal skills, able to work as a team player and independently
  • Proficient keyboard and multi-tasking skills, showcased through the use of several applications; experience in working with CRM applications
  • Ensure that each customer receives outstanding service by providing a friendly environment
  • Demonstrated ability to perform at a high level, to support high volume of inbound calls
  • Proven work ethics and able to work in a fast paced environment with minimal supervision
  • Able to build and maintain lasting relationships with customers
  • Ability to work in fast paced environment and manage multi-tasks
  • Self-motivated, with high energy and an engaging level of enthusiasm
  • Adequate knowledge of Microsoft Word, Publisher, PowerPoint, Excel & Adobe Photoshop

References

References available upon request.

Timeline

Financial Services Representative

Cash Money
01.2023 - Current

Sales Associate

H&M
08.2022 - 12.2022

Call Centre Representative

AllianceOne Group
11.2021 - 04.2022

Sales Associate

Zara Canada
06.2021 - 11.2021

Diploma in Marketing -

Lambton College

Bachelor of Commerce - Business Administration

Punjab University - India
Megha Shahi