Summary
Overview
Work History
Education
Skills
Certification
Keywords
Languages
Timeline
Generic

Parth Mahajan

Calgary,AB

Summary

A dedicated and task driven individual with substantial experience in customer service, administration, operations, sales and business development. Adept at leveraging communicative and interpersonal skills to interact with diverse individuals and building relationship by providing optimum customer’s service. My previous experience as a manager has provided me skills of taking ownership and accountability of my work. Throughout my career as a professional, I have followed client first approach in successfully resolving clients issues and attaining organization goals. I am looking forward to utilize my unique skills and excellent service record to advance my role into challenging opportunities in the financial industry.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Customer Experience Specialist

Neo Financial
01.2023 - Current

At Neo I have gained necessary skills sets and experience in all aspects related to customer experience and engagement ranging from customer experience team lead, credit services (collections), customer on boarding. I have also performed tasks of financial crime operations specialist dedicated to prevention, detection and reporting of financial crime activity to protect Neo and its customers.

  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Engaging customers through calls and virtual channel to provide to help them reach their goals and resolve their issues, simultaneously building relationship by educating customers of different existing services and digital channels they have with the goal of controlling their finance.
  • Proactively promoting products and services to the customer to help their needs and educating the customer of the benefits.
  • Mentoring, coaching and leading team of customer experience members and creating an environment where team members can reach their full potential.
  • Supporting training and reporting and effectively managing the tasks for optimising running of customer experience center.
  • Assisting customers with delinquency accounts and coordinating with credit risk team to assist in credit risks campaign.
  • · Assisting customers who have filed for credit counselling, credit proposal, insolvency.
  • Customer on boarding skills, verifying customers applications and troubleshooting manual flagged applications.
  • Investigating accounts for screening and fraud containment and analysing unusual transactions pattern and flagging unsecured accounts and rescuing account takeovers.
  • Capable of visually identifying and communicating patterns that do not fit known event patterns.
  • Task related to prevention, detection and reporting of financial crime activity to protect Neo and its customers.

Sales Representative

Elevated Concepts
10.2022 - 11.2022
  • Utilizing direct marketing skills to turn potential customers to actual consumers.

Business Mana

Nim Industrial Corporation
04.2019 - 09.2022
  • Piloted and executed innovative pricing and credit policy by identifying customer insights which led to conversion of potential buyers into actual customers.
  • Implemented cost-cutting measures, resulting in approximately 15 % savings for the organization without compromising on quality or performance.

Operations Manager

Nim Industrial Corporation
04.2015 - 02.2018
  • Organizing production plan, coordinating with sales department and forming strategies to achieve production targets ahead of schedule
  • Planning, identifying and coordinating with third party manufacturers leading to timely delivery of goods this led to reduction in working capital requirements by 12% in 3 months.

Assistant Manager

Sewakunj Motors Pvt Ltd (Hyundai Motor India Ltd Dealer’s)
10.2014 - 03.2015
  • Trained a team of 4 new employees to manage the new market within 4 weeks which was 35% faster than average time frame
  • Assisting the general manager in formulating marketing and sales strategy to achieve sales target of 60 cars per month
  • Engaging with customers directly to resolve any escalated issues.

Supervisor

Sewakunj Motors Pvt Ltd (Hyundai Motor India Ltd Dealer’s)
05.2012 - 08.2013
  • Managing 7 existing accounts through consistent follows ups and managing to close sales deal of 15 cars each quarter
  • Adopting inside and outside sales approach to acquire 9 new clients and generated revenue stream of $750 per month in car servicing department
  • Providing customers exceptional sales and after sales services through in person, and phone channels.

Education

Manchester Business School, University of Manchester
Manchester, United Kingdom
09.2014

Bachelor of Commerce - Accounting, Tax Accounting, Business Statistics

GGDSD College, Punjab University
Chandigarh, India
04.2012

Skills

  • Excellent Sales, cross selling and Upselling skills
  • Capable in performing Various tasks in dynamic and fast paced environment
  • Active listening and empathy while engaging with customers
  • Financial knowledge of banking products such as credit, investment, savings and mortgages
  • Great interpersonal and communication, relationship Building skills
  • Highly motivated and adaptive enough to operate in any working environment and managing tasks in timely manner
  • Highly capable of performing administrative duties (data entry) of the organization
  • Excellent CRM Software skills (Microsoft office, Zendesk, data brick, Berbix, Onfido, OAS,Datavisor, comply advantage)
  • Leadership, mentoring and coaching team members
  • Data Analysis

Certification

REMIC Mortgage Agent Course (RMAC)

Keywords

Services

Sales

Management

Finance

Banking

Manufacturing

Automobile

Customer service

Experience and engagement

Business development

Accounting

Analyzing

Marketing

Empathy

Active listening

Multi task

Data entry skills

Negotiation skills

Coaching

Assessing

Mentoring

Problem solver

Financial crime operations

Specialist

Fraud operations

Cross selling

Relationship building

Languages

English
Full Professional
Hindi
Professional Working
Punjabi
Limited Working
Urdu
Elementary

Timeline

Customer Experience Specialist

Neo Financial
01.2023 - Current

Sales Representative

Elevated Concepts
10.2022 - 11.2022

Business Mana

Nim Industrial Corporation
04.2019 - 09.2022

Operations Manager

Nim Industrial Corporation
04.2015 - 02.2018

Assistant Manager

Sewakunj Motors Pvt Ltd (Hyundai Motor India Ltd Dealer’s)
10.2014 - 03.2015

Supervisor

Sewakunj Motors Pvt Ltd (Hyundai Motor India Ltd Dealer’s)
05.2012 - 08.2013

Manchester Business School, University of Manchester

Bachelor of Commerce - Accounting, Tax Accounting, Business Statistics

GGDSD College, Punjab University
Parth Mahajan