Milan Joshi
Medicine Hat,AB
Summary
Result-focused Service Industry professional with several years of experience in excellent Customer service in financial , Insurance,Sales industry. Highly efficient with Time Management and ability to Prioritize the tasks in hand. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.
Overview
17
17
years of professional experience
Work History
Senior Payment and Rewards Representative
PC Financial
05.2021 - Current
- Engage customers in day to day advice needs, Providing high quality customer service to the new customers to educate and promote the various President's Choice Financial Products and responding their inquires and concerns,Help them for mobile banking app
- Processing requests for new Credit card, debit card and money accounts
- Providing store front service by offering exceptional advice and product knowledge by informing the customers of the latest offers which could be beneficial to them
- Maintain statistical data on customers inquires and successful sales figure for reporting to Manager.
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Enhanced company reputation by providing exceptional customer service and support.
- Contributed to team sales goals by upselling products and services to customers.
- Assisted in training new hires and offered ongoing support to help them reach their full potential.
- Improved client retention rates by building strong relationships and offering personalized solutions to their needs.
- Managed a diverse portfolio of clients, ensuring that each received tailored solutions aligned with their specific requirements.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Supervisor
Freshii
06.2019 - 04.2021
- Maintaining adequate Inventory based on the weekly requirement
- Ensuring that Procedures and Policies of the Parent Company are followed strictly by the staff at my outlet
- Purchase of Food and other Supplies according to the Seasonal demand keeping in mind School and National Holidays Developed and implemented strategies to enhance team performance, improve processes and increase efficiency
- Training Co workers on a regular basis in the various verticals of a Quick Service Restaurant Achieving operational excellence by constantly seeking improvement in the operations and customer experience and reporting critical issues to the Management
- Streamlined operations for increased efficiency through regular process reviews and implementing necessary changes.
Customer Services Representative
Money Mart
08.2016 - 03.2019
- Processed cash withdrawals, Bill payment, money orders & transfer, cash order, cheque cashing, foreign exchange, selling payday loan, installment loan, Prepaid MasterCard
- Balanced daily cash deposits with a zero-error rate
- Adhered to regulatory, security, audit procedures
- Monitored customer accounts to track outstanding issues and implement new solutions
- Assisted customers in making payments on accounts, setting up payment plans when eligible
- Shared finance expertise with the sales team to facilitate consistent customer results
- Established and maintained good working relationships with co worker, Recommending improvements as required from time to time in work practices, branch operations which would enhance the customer experience leading to operational excellence Provided detailed monthly departmental reports and updates to senior management
- Contacted customers about potential service upgrades, new services being offered and also keeping them posted them with account changes information Resolving issues which were critical and reporting of Matters which were not adhering to the Money mart standards to the Management
- Skilled at working independently and collaboratively in a team environment.
- Worked effectively in fast-paced environments.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Proved successful working within tight deadlines and a fast-paced environment.
Instructor Supervisor (Technical)
Industrial Training Institute (Government Of India)
08.2012 - 07.2016
- Inventory and Maintenance of all the necessary equipment, Maintaining accurate records of the students, organizing reports
- Offering Counseling sessions to the students Verifying and following up on purchase requisitions from vendors Improved operations by working with team members and students to find workable solutions
- Performed site evaluations, team audits and ensured that all the Safety Protocols of the Institute are followed and adhered to by the staff and students
Claims Executive
HDFC ERGO GENERAL INSURANCE
04.2011 - 07.2012
- Visit dealers and obtain all necessary information to complete proper evaluation of claims
- Complied with company and insurance client's guidelines in claims processes, Reduced claim amounts based on meticulous records of actual entitlement
- Examined claims investigated by independent adjusters
- Evaluated acceptability of claims from third-parties and gathered comprehensive information
- Follow up on all client accounts to resolve outstanding activities Paid and processed claims within designated authority level
- Investigated questionable claims to determine payment authorization
- Adhered to company and insurance client's guidelines in claims processes, estimate
Insurance Advisor / Development Manager
Max New York Life Insurance
08.2007 - 03.2011
- Established and met daily targets for telephone or electronic communication and personal visits to clients also explain to them about the Various Product Mix and benefits associated with them and sell new policies Delivered training sessions to team members to provide instruction and cultivate familiarity with company .Recruited, hired and trained advisors for Insurance Sales Attended meetings with company partners to develop comprehensive understanding of goals and build marketing strategies conducive to success
- Reviewed monthly and quarterly financial statements to assess ongoing performance and identify avenues to exceed growth objectives and drive operations to improve cost efficiency
- Generated reports to assess performance and make adjustments.
Education
Bachelor of Arts - Languages
Babasaheb Ambedkar University Gujarat, INDIA
India01.2011
Diploma - Automobile Engineering
Technical Education Board, Gujarat, INDIA
India01.2007
Skills
- Staff leadership, Training and development
- Online Banking, Digital Literacy
- Inventory management
- Organizational Efficiency
- Microsoft Office, word, Excel, Outlook
- Technical Troubleshooting
- Customer Support, service
- Systems and Software Expertise
- Technical Aptitude
- Data Entry Proficiency
- Client Relationship Building, Retention
- Multitasking capabilities
- Telephone etiquette, Cross-Selling Abilities
- Interpersonal skills, Computer literacy
- Problem-solving abilities
- Teamwork and Collaboration, Excellent Communication
- CRM Software
Accomplishments
- I have won National Award as a TOP 3 Advisor All over India.
- Got 3 times Best customer service survey in Loblaws company.
- Rookie contest 1st winner in Alberta south.
Timeline
Senior Payment and Rewards Representative
PC Financial
05.2021 - Current
Supervisor
Freshii
06.2019 - 04.2021
Customer Services Representative
Money Mart
08.2016 - 03.2019
Instructor Supervisor (Technical)
Industrial Training Institute (Government Of India)
08.2012 - 07.2016
Claims Executive
HDFC ERGO GENERAL INSURANCE
04.2011 - 07.2012
Insurance Advisor / Development Manager
Max New York Life Insurance
08.2007 - 03.2011
Bachelor of Arts - Languages
Babasaheb Ambedkar University Gujarat, INDIA
Diploma - Automobile Engineering
Technical Education Board, Gujarat, INDIA
Similar Profiles
VIRTI SHAHVIRTI SHAH
Payments and Rewards Representative at PC FinancialPayments and Rewards Representative at PC Financial
AMAN ARORAAMAN ARORA
Senior Financial Sales Representative at PC FINANCIALSenior Financial Sales Representative at PC FINANCIAL
Jovany MapilisanJovany Mapilisan
Sales Representative at PC FinancialSales Representative at PC Financial