Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

NEHA GUPTA

Brampton,ON

Summary

Highly skilled,energetic,socially inclined,hardworking,enthusiastic and acceptant to constructive criticism. Motivation for proving worth and work ethic . Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals and manage operations in efficient manner.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Care Coordinator

Air Liquide
09.2021 - Current
  • Answering large volume of calls in a timely manner related to oxygen therapy and sleep therapy solutions
  • Identify customer needs, clarify information, research issues and provide solutions
  • knowledge of products, services and policies
  • Actively promote related products and provide solution to client needs.
  • Assessing patient needs and connected them with appropriate resources to ensure optimal health outcomes.

Customer Service Representative

The IAN Martin Group
03.2021 - 09.2021
  • Received calls from the customers in regards to Covid- 19 Vaccine Booking
  • Answered all the client queries related to the Vaccination Process & Schedule
  • Conducted vaccine booking for the people over the phone
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Assisted customers in navigating company website and placing online orders, improving overall user experience.
  • Collaborated with team members to develop best practices for consistent customer service delivery.

Personal Banker

BMO (Bank of Montreal)
05.2019 - 05.2020
  • Responded to clients incoming calls and also made outbound calls in regards to missing monthly payments
  • Made payment arrangements for missing payments for Credit Cards, Mortgages, Line of Credit, Loans
  • Assisted clients having financial difficulties by offering them financial hardship programs
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Customer Service Representative

Bond Brand Loyalty
08.2018 - 03.2019
  • Responded to inbound calls and providing instant and suitable solution to Scotia Bank client’s queries related to reward points
  • Assisted clients in redemption of loyalty points related to credit cards in the form of Travel Redemption, Gift Cards, Merchandise or Money transfer to the account
  • Adhered to the organization’s rules and processes
  • Utilized all the knowledge and expertise to solve both Financial and Non-Financial queries.

Customer Service Representative

Millennium1Solutions
01.2018 - 06.2018
  • Attended customer calls related to PC Optimum reward points in a polite and professional manner
  • Assisted clients in redemption/ transfer of points for PC Plus and Shopper’s Optimum points who had merged together into PC Optimum
  • Educated clients to register online as PC Optimum client step by step over the phone
  • Resolved issues related to transfer/conversion of points from the old cards (PC Plus or Shoppers Optimum) to the new PC Optimum Card
  • Provided accurate and quick response to the client’s questions/queries/complaints.

Branch Operations Manager: Retail Banking

Yes Bank
12.2014 - 11.2017
  • Processed Account Opening Forms and Fixed Deposit Requests
  • Resolved Customer Queries accurately and within the given timeframe
  • Processed Client Instructions in a timely manner
  • Verified system entries efficiently and management of cash
  • Showed courtesy and respect to Senior Citizens and Physically Challenged Persons.

Education

Bachelor of Education -

Himachal Pradesh University

Bachelor of Science -

Himachal Pradesh University

Investment Funds in Canada -

Canadian Securities Institute

Skills

  • Excellent customer service and interpersonal skills
  • Works well in a fast-paced work environment
  • Excellent computer skills including MS Office
  • Multidisciplinary team collaboration
  • 10 years of experience in Retail Banking and Customer Service industry
  • Progress Monitoring

Certification

IFIC (Investment Funds in Canada) certification from CSI (Canadian Securities Institute)

Timeline

Care Coordinator

Air Liquide
09.2021 - Current

Customer Service Representative

The IAN Martin Group
03.2021 - 09.2021

Personal Banker

BMO (Bank of Montreal)
05.2019 - 05.2020

Customer Service Representative

Bond Brand Loyalty
08.2018 - 03.2019

Customer Service Representative

Millennium1Solutions
01.2018 - 06.2018

Branch Operations Manager: Retail Banking

Yes Bank
12.2014 - 11.2017

Bachelor of Education -

Himachal Pradesh University

Bachelor of Science -

Himachal Pradesh University

Investment Funds in Canada -

Canadian Securities Institute

IFIC (Investment Funds in Canada) certification from CSI (Canadian Securities Institute)

NEHA GUPTA