Neha Sethi
Regina
Summary
Dynamic and results-driven financial professional with a proven track record in banking, client advisory, and strategic financial solutions. Adept at analyzing financial needs, delivering personalized recommendations, and cultivating strong client relationships to drive business growth. Extensive experience as a Personal Banker at ICICI Bank and a Customer Service Representative at Maple Financial Solutions, demonstrating expertise in financial analysis, risk assessment, and wealth management. Strong leadership and operational management skills gained through managerial experience in the service industry, ensuring efficiency, team development, and exceptional customer experiences.
Overview
6
6
years of professional experience
Work History
Manager
Burger King
07.2021 - 02.2025
- Developed and implemented strategies to increase customer satisfaction and loyalty
- Managed day-to-day operations of restaurant, including scheduling, budgeting, and inventory control
- Maintained detailed records of sales transactions and daily shift reports
- Resolved customer complaints in a professional manner to maintain positive relationships with guests
Customer Service Representative
Maple Financial Solutions
02.2023 - 07.2023
- Resolved 50+ daily customer inquiries, enhancing satisfaction and retention rates
- Implemented feedback loops, improving service quality and efficiency
- Utilized CRM software to streamline communication, boosting response time by 40%
- Collaborated with team to address complex issues, ensuring customer loyalty
- Analyzed service trends, contributing to strategic improvements in customer experience
Personal Banker
ICICI Bank
08.2019 - 03.2020
- Crafted personalized financial plans, boosting client satisfaction and retention rates
- Analyzed portfolios, optimizing asset allocation for higher returns
- Worked with teams to streamline financial processes, enhancing efficiency
- Identified growth opportunities, contributing to revenue increase
- Resolved client inquiries promptly, ensuring effective solutions
Education
Diploma - Business Administration
University of Regina
Regina, SK05.2023
Skills
- Project Management
- Customer Service
- Cash Handling
- MS Office
- Finance
- Accounting
- Financial Reporting
- Customer Retention
- Budgeting advice
- Investment management
- Lead generation
- Problem-solving
Languages
English
Punjabi
Hindi
References
Kirandeep Kaur Chahal
kiranchahal723@gmail.com, 3065017367
Timeline
Customer Service Representative
Maple Financial Solutions
02.2023 - 07.2023
Manager
Burger King
07.2021 - 02.2025
Personal Banker
ICICI Bank
08.2019 - 03.2020
Diploma - Business Administration
University of Regina
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