Nupur Agarwal
Portage la Prairie,MB
Summary
Dynamic and results-driven professional with a Bachelor’s Hons. degree in Business Administration and over 7 years of combined experience in banking and administrative roles. Adept at financial analysis, risk assessment, customer service, and administrative tasks, with a proven track record of driving operational efficiency and optimizing financial performance. Skilled in building and maintaining client relationships, managing complex transactions, and ensuring compliance with regulatory requirements. Seeking to leverage strong analytical skills, strategic mindset, and administrative experience in a new role in purchasing to drive cost savings and enhance operational efficiency.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Scotiabank
12.2022 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Senior Customer Experience Associate
Scotiabank
03.2022 - 11.2022
- Utilized CRM software to maintain detailed records of customer interactions for future reference and analysis.
- Employed active listening skills to accurately understand customer concerns and address them effectively.
- Streamlined communication with clients for improved understanding of their needs and preferences.
- Assisted in training new employees on company policies, procedures, and best practices for delivering exceptional service.
- Managed high call volume, maintaining a professional demeanor and ensuring timely resolution of issues.
- Utilized advanced problem-solving skills in order to troubleshoot and resolve technical-related customer inquiries.
Customer Experience Associate
Scotiabank
02.2017 - 02.2022
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Assisted in reducing wait times for customers through effective queue management and timely service.
- Supported branch operations by accurately balancing cash drawer and maintaining transaction records daily.
- Contributed to branch sales goals by cross-selling bank products and services during customer interactions.
- Ensured accuracy of financial transactions, verifying identification and necessary documentation for withdrawals and deposits.
- Provided exceptional service to diverse clientele, fostering long-lasting relationships between customers and the bank.
Shift Manager
Pizza Hut
07.2016 - 12.2016
- Improved overall team performance by effectively delegating tasks and providing clear instructions.
- Achieved consistent customer satisfaction by addressing concerns promptly and professionally.
- Managed employee schedules to ensure adequate coverage during peak hours, resulting in a smoother workflow.
- Promoted a positive work environment through open communication and constructive feedback.
- Trained new employees on company policies, procedures, and job responsibilities, ensuring seamless integration into the team.
- Contributed to increased sales revenue by motivating staff to achieve individual and team goals consistently.
- Monitored inventory levels closely, maintaining optimal stock availability while minimizing waste and costs.
Administrative Assistant
Deepak Nitrite
08.2013 - 02.2016
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Contributed to cost reduction efforts by identifying opportunities for process improvements and negotiating vendor contracts.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
Education
BBA - Business Administration
C Z Patel College of Business & Management
India05.2007
Skills
- Client Relations
- Cash Handling
- Pipeline Management
- Investment planning
- Mutual funds
- Financial Services
- Presentation Design
- Report Writing
- Meeting planning
- Calendar Management
- Travel Coordination
- Minute Taking
- Office Administration
Languages
English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Timeline
Financial Advisor
Scotiabank
12.2022 - Current
Senior Customer Experience Associate
Scotiabank
03.2022 - 11.2022
Customer Experience Associate
Scotiabank
02.2017 - 02.2022
Shift Manager
Pizza Hut
07.2016 - 12.2016
Administrative Assistant
Deepak Nitrite
08.2013 - 02.2016
BBA - Business Administration
C Z Patel College of Business & Management
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