Summary
Overview
Work History
Education
Skills
Timeline
Generic

NEHA GUPTA

Brampton,Canada

Summary

To attain a suitable position in the field of Customer Service/ Banking/Operations and use expertise and skills to the maximum

11 years of experience in Retail Banking and Customer Service Industry Excellent customer service and interpersonal skills Works well in a fast-paced work environment 2 years of administrative experience Excellent computer skills including MS Office Bachelor’s Degree in Science Cleared IFIC (Investment Funds in Canada) course from CSI 2 years of experience in Data Entry 5 years of Call Center experience

Overview

11
11
years of professional experience

Work History

Care Coordinator

Air Liquide
09.2021 - Current
  • Answering large volume of calls related to oxygen therapy and sleep therapy solutions in a timely and efficient manner.
  • Identifying customer needs and educating them regarding various products and services offered by the company that caters to their requirements.
  • Active promotion of related products and services of the company.

Customer Service Representative

The IAN Martin Group
03.2021 - 09.2021
  • Accepting calls from the public in regards to Covid- 19 Vaccine Booking
  • Answering all the client queries related to the Vaccination Process & Schedule
  • Conducting vaccine booking for the people over the phone
  • Assisting people regarding step-by-step process to be followed for online booking

Personal Banker (Collections)

BMO (Bank of Montreal)
05.2019 - 05.2020
  • Attending clients incoming calls and also the outbound calls in regards to missing monthly payments
  • Making payment arrangements for missing payments for Credit Cards, Mortgages, Line of Credit, Loans
  • Helping clients having financial difficulties by offering them financial hardship programs
  • Transferring the calls to higher stage collectors if needed

Customer Service Representative

Bond Brand Loyalty
08.2018 - 03.2019
  • Responding to inbound calls and providing instant and suitable solution to Scotia Bank client’s queries related to reward points.
  • Assisting 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
  • Adherence to the organization’s rules and processes
  • Putting all the knowledge and expertise to solve both financial and Non-Financial queries.

Customer Service Representative

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

Branch Operations Manager: Retail Banking

Yes Bank
09.2014 - 11.2017
  • Performing and keeping a check on administrative work of the bank
  • Processing of Account Opening Forms and Fixed Deposit Requests
  • Resolving Customer Queries accurately and within the given timeframe
  • Processing of Client Instructions in a timely manner
  • Verification of system entries efficiently and management of cash
  • Showing courtesy and respect to Senior Citizens and Physically Challenged Persons

Education

Investment Funds in Canada -

Canadian Securities Institute
01.2019

Bachelor of Education -

Himachal Pradesh University
01.2012

Bachelor of Science -

Himachal Pradesh University
01.2010

Skills

  • Excellent customer service and interpersonal skills
  • Works well in a fast-paced work environment
  • 2 years of administrative experience
  • Excellent computer skills including MS Office
  • Care coordination
  • Customer relationship management
  • Healthcare documentation
  • Patient education
  • Compliance adherence
  • Data analysis
  • Needs assessment

Timeline

Care Coordinator

Air Liquide
09.2021 - Current

Customer Service Representative

The IAN Martin Group
03.2021 - 09.2021

Personal Banker (Collections)

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
09.2014 - 11.2017

Investment Funds in Canada -

Canadian Securities Institute

Bachelor of Education -

Himachal Pradesh University

Bachelor of Science -

Himachal Pradesh University

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NEHA GUPTA