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