Summary
Overview
Work History
Education
Skills
Timeline
Generic

Piyush Anand

Toronto,ON

Summary

Detail-oriented and analytical professional with over 2 years of experience in client relations within the consumer goods and financial services industries. Possess a strong foundation in risk assessment, data analysis, and regulatory compliance. Eager to leverage my skills in investigating suspicious activities and ensuring financial security as part of Swoon’s efforts to combat money laundering and terrorist financing.

Overview

8
8
years of professional experience
5
5
years of post-secondary education
1
1
Language

Work History

New Accounts Specialist

Questrade
10.2021 - Current
  • Strong telephone selling skills, including pre-call planning, pitching Questrade services, overcoming objections and closing the sale
  • Manage multiple client communication channels (inbound & outbound calls; email; live chat; face to face meetings)
  • Manage leads and prospects throughout the entire sales pipeline
  • Subject matter expert on Questrade products and services
  • Cross-sell products and services when applicable
  • Expert in Self Directed and Questwealth Portfolio accounts
  • Expert in stock and options trading, and securities regulations
  • Completing KYC and managing Funding and withdrawal to detect any fraudulent activities
  • Demonstrated expertise in identifying and addressing potential risks associated with new accounts, ensuring adherence to Questrade’s policies and regulatory compliance
  • Investing Fraud and AML activities and working with compliance in generating reports
  • Managing client relations and accounts through Salesforce and Qoffice
  • Getting clients on board and providing them information about our products and platforms
  • Managed client relations with a strong focus on risk assessment, effectively identifying and mitigating potential financial and reputational risks
  • Collaborated cross-functionally with sales personnel and compliance teams to facilitate smooth onboarding processes for new customers.

Debt Counselor

Total Credit Recovery
11.2020 - 10.2021
  • Negotiating, planning and assisting customers with correct payment resolutions on one or multiple credit cards
  • Research and answer questions regarding account status; assist as personal financial advisor over the phone and ownership of fiduciary responsibility for the creditor
  • Conducted detailed financial assessments of customer accounts, using analytical skills to negotiate payment solutions while considering the risk profile of each account
  • Making daily calls to customers and ensuring the quality standards are met for the calls and achieving daily call and sales target
  • Engaged in critical thinking to resolve complex account situations, ensuring solutions aligned with fiduciary responsibilities and compliance standards
  • Initiate consumer negotiations for debt recovery through phone
  • Inform customers of outstanding balances while attempting to collect payments, review financial reports
  • Managing client relations through Salesforce and generating reports using PowerBi
  • Using my analytical and critical thinking skills to provide best payment solution to the customers
  • Performing financial assessments on consumer accounts and then placing them in the appropriate program for debt repayment
  • Conduct payment transactions electronically and negotiate payment arrangements for customers on their accounts within FDCPA guidelines
  • Review and update credit and loan information on customer files
  • Provide timely, efficient, courteous and respectful customer service by trying to provide apt solution to problems or escalating them to the appropriate department.

Project Coordinator

Co-Op Project, Algonquin College
05.2018 - 08.2018
  • Coordinating with managers, fund administrator to process transactions, acting point of contact for follow up
  • Coordinate events and team meetings with other team members and manager
  • Making project charter, status report, SOW and reporting it to manager every week
  • Making progress report daily and weekly on operational matrices also creating reports based on primary operations
  • Tracking and communicating the project risk, P&L and identifying opportunities
  • Tracking the cost of the project and maintaining it under budget
  • Maintaining the quality standards of the products and ensuring work is always delivered with highest level of quality
  • Defining the scope of the project and develop the action plan to meet target
  • Regularly communication with customers and creating documents from start to finish
  • Creating flowcharts and schedule for the task to be completed
  • Actively participate in team meetings and coordinating the same with other members and managers
  • Lead various teams to complete the project in a time frame
  • Perform administrative tasks as needed (organize meetings, capture notes, etc.)
  • Coordinate all the project management activities, resources and information.

Project Coordinator

SRIBBLER NOTEBOOKS
07.2016 - 12.2017
  • Assist the manager with operational and project related tasks
  • Manage clients and stakeholders to define requirements, scope and objectives
  • Creating project plan and charters and creating timeline
  • Analyze the scope and risk of the project and reducing the expense of the project in order to increase overall profit of the company
  • Executing administrative tasks daily in a project using SAP for purchase orders, service sheets, journal entry etc
  • Manage multiple projects concurrent together and coordinate adjustments to various level of projects such as change of project schedule, changes in the project's requirements, budget, mitigating risks to ensure project completion on time
  • Following up with clients before launch of project, identifying risks and opportunities
  • Creating reports and presentations for project manager and team members to give an update on project
  • Project tracking: Tracking the progress of the project financials and status and conduct reconciliation and updates timely
  • Gather data, analyze and organize it to make reports to help support team
  • Reporting: Preparing schedule hour reports, resource allocation, status and budget reports using MS Excel, MS Project, Power BI and Tableau to share the numbers with team members and project the data in the form of high-end visuals
  • Communicating with stakeholders, vendors and maintain relationships
  • Maintain the database, facilitate meetings and coordinate the progress of the project on a timely and frequent basis with the project manager and other departments
  • Assisting with ensuring that all team members on project understand the scope, issues of the project as well solving problems to enhance performance
  • Track orders, create invoices and updating the information and documents in the system
  • Working with different suppliers to fulfill orders and create invoices for the suppliers
  • Oversee and assist in developing and roll out of new process and policies
  • Assign tasks to team members and assist with schedule management and oversee the completion on time
  • Performing quality control checks and improving product design and development lifecycle and maintain product catalog
  • Track progress of projects (activities, milestones, deliverables) and tasks; re-estimating and re-planning work as necessary through project tracking tool like Microsoft Office
  • Improving the process efficiency in the project by getting feedback from team members and managers.

Education

Entrepreneurship Management -

George Brown College
01.2019 - 05.2019

Project Management - undefined

Algonquin College
01.2018 - 05.2018

Bachelor of Technology, Mechanical Engineering - undefined

Guru Gobind Singh Indraprastha University
07.2013 - 05.2017

Skills

MS Projectundefined

Timeline

New Accounts Specialist

Questrade
10.2021 - Current

Debt Counselor

Total Credit Recovery
11.2020 - 10.2021

Entrepreneurship Management -

George Brown College
01.2019 - 05.2019

Project Coordinator

Co-Op Project, Algonquin College
05.2018 - 08.2018

Project Management - undefined

Algonquin College
01.2018 - 05.2018

Project Coordinator

SRIBBLER NOTEBOOKS
07.2016 - 12.2017

Bachelor of Technology, Mechanical Engineering - undefined

Guru Gobind Singh Indraprastha University
07.2013 - 05.2017

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Piyush Anand