Nisha Puri
Rockland
Summary
Driven investment banking professional offering top-notch administrator, leader and project manager. Technologically savvy and keen to learn new programs quickly.
An asset to become strong pillar of an organization by using my skills to best of my ability to learn continuously for self- improvement,thus make further contribution in the growth of organization. My work ethics and ambitions make me an adequate candidate, would love for an opportunity to chat about more how i can add value to your team.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Specialist
TD Direct Investing
08.2023 - Current
- Collaborated with internal teams to develop innovative investment strategies, enhancing client portfolios and driving growth.
- Improved team productivity by implementing effective time-management strategies and prioritizing tasks according to urgency.
- Managed a diverse portfolio of investments to maximize returns for clients while minimizing risk exposure.
- Enhanced customer experience through regular follow-ups, addressing concerns promptly and maintaining open lines of communication.
Credit Card Representative
Td Canada Trust
04.2022 - 08.2023
- Collaborated with other departments to resolve complex issues, enhancing overall customer experience and satisfaction levels.
- Played an instrumental role in driving customer satisfaction scores upward by effectively addressing inquiries and complaints related to credit card accounts.
- Maintained up-to-date knowledge on industry regulations, policies, and procedures, ensuring compliance in all credit card operations.
- Optimized call center productivity by efficiently handling high volumes of inbound calls related to credit card inquiries and concerns.
- Maximized revenue opportunities through upselling relevant products and services to credit cardholders during routine interactions.
Administrative Assistant
Hogs Back Dental Center
01.2022 - 02.2022
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Supervisor
Tim Hortons
05.2018 - 03.2021
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
- Monitored workflow to improve employee time management and increase productivity.
Education
Associate of Science - Healthcare Management
Northern College of Applied Arts And Technology
South Porcupine, ON06.2018
Associate of Arts - Business Administration
University of Regina
Regina, SK09.2017
Bachelor of Science - Biological Sciences
Punjabi University
Patiala, India09.2016
Skills
- Hard skills: Microsoft office,adobe software suite,iOS and android app development,Project management
- Soft skills: emotional intelligence, teamwork, motivation,task delegation,problem- solving,critical Thinking,leadership,time management, communication skills, adaptability
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Certification
- CSC-1,CSC-2,CPH [Canadian security institution]- [currently enrolled]
Timeline
Investment Specialist
TD Direct Investing
08.2023 - Current
Credit Card Representative
Td Canada Trust
04.2022 - 08.2023
Administrative Assistant
Hogs Back Dental Center
01.2022 - 02.2022
Supervisor
Tim Hortons
05.2018 - 03.2021
Associate of Science - Healthcare Management
Northern College of Applied Arts And Technology
Associate of Arts - Business Administration
University of Regina
Bachelor of Science - Biological Sciences
Punjabi University
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