PARIN PATEL
Sarnia,ON
Summary
Knowledgeable and dedicated customer service professional with extensive experience in finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Always willing to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Financial Services Representative / CSR
National Money Mart
Wallaceburg, ON
11.2022 - Current
- Developed and implemented risk management strategies to minimize financial losses.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Used skip tracing and other techniques to locate debtors.
- Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.
- Created and maintained detailed database to develop promotional sales.
Customer Success Associate
Toys"R"Us
Sarnia, ON
10.2021 - Current
- Informed customers of current store promotions to encourage additional sales purchases
- Delivering excellent customer service through personalized servicing
- Helped customers complete purchases, locate items and join reward programs.
Team Lead
Concentrix Inc
Pune, India
06.2019 - 10.2021
- Worked for banking and telecom clients namely, Barclay's UK & T-Mobile USA
- Attended client review meetings and discussed opportunities for improving performance
- Managed account finances through planning and budgeting
- Prepared monthly and weekly reviews to direct reports and set clear and measurable goals, action plans and follow-up procedures.
- Drove performance of staff and led employee relations through effective communication, coaching, training and development.
- Evaluated employee performance on Timeframe basis and coached and trained Number team members, increasing quality of work and employee motivation.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
Customer Service Associate
Concentrix Inc
Pune, India
12.2017 - 06.2019
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Resolved concerns with products or services to help with retention and drive new sales
- Informed current and prospective customers of promotions and new or upgraded products.
- Retained excellent client satisfaction ratings through outstanding service delivery.
Education
Post Graduation Diploma - Financial Planning & Wealth Management
Lambton College
Sarnia 09.2021 - 04.2023
Bachelor - Business Administration (Finance)
Pune University
Pune India 01.2015 - 01.2018
Skills
SalesTeam Player
Financial Products
Customer Relationship Management
MS Office Proficiency
Leadership Skill
Certification
Investment Funds in Canada (IFC)
Timeline
Financial Services Representative / CSR
National Money Mart
11.2022 - Current
Customer Success Associate
Toys"R"Us
10.2021 - Current
Post Graduation Diploma - Financial Planning & Wealth Management
Lambton College
09.2021 - 04.2023
Team Lead
Concentrix Inc
06.2019 - 10.2021
Customer Service Associate
Concentrix Inc
12.2017 - 06.2019
Bachelor - Business Administration (Finance)
Pune University
01.2015 - 01.2018