Pragni Choksi
Toronto,Canada
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Also a Detail-oriented team player with strong organizational skills with ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Service Representative II
Canadian Imperial Bank of Commerce (CIBC)
01.2022 - Current
- Fostering key relationships with clients, understanding their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
Intern
India Advantage
06.2018 - 07.2018
- Dealt with dematerialization of physical stocks, learning about how stocks are actually traded in the market
- Conducted research for various projects, leading to well-informed decisions and successful outcomes.
Customer Service Manager
Walmart Canada
08.2021 - 01.2022
- Maintaining high customer retention, monitoring customer complaints, and reviewing reports to establish baseline customer satisfaction levels.
Intern
Carte Wealth Management- Jackie Porter
07.2020 - 09.2020
- Sorting the client database- Insurance policies, other supporting documents scanning and uploading them to the company server.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
Co-op
World Financial Group
05.2020 - 07.2020
- learnt different concepts of financial planning like protection, debt management, emergency funds, and investments
- Contributed to a positive work environment by actively participating in team-building activities and group discussions.
- Acquired new skills through hands-on training sessions and workshops, increasing personal value within the company.
Education
Business Management Entrepreneurial Enterprise -
Humber College
Toronto, Ontario2021
Financial Planning -
Humber College
Toronto, Ontario2020
Bachelors in Accounting and Finance -
University of Mumbai
Mumbai, India2018
Skills
- Advanced knowledge of MS Excel, MS Word and Power point
- 3 Years of customer experience in retail and banking
- Excellent time management skills, decision-making skills and complaint resolution with goals to achieve the desire target
- Ability to work in fast paced environment and have been a quick learner
- Basic knowledge of Qualtrics and SQL
- Basic skills related to data analysis and data cleaning
Certification
Pursuing GOOGLE DATA ANALYTICS course through Coursera.
Languages
English
Full Professional
Timeline
Financial Service Representative II
Canadian Imperial Bank of Commerce (CIBC)
01.2022 - Current
Customer Service Manager
Walmart Canada
08.2021 - 01.2022
Intern
Carte Wealth Management- Jackie Porter
07.2020 - 09.2020
Co-op
World Financial Group
05.2020 - 07.2020
Intern
India Advantage
06.2018 - 07.2018
Business Management Entrepreneurial Enterprise -
Humber College
Financial Planning -
Humber College
Bachelors in Accounting and Finance -
University of Mumbai
Pursuing GOOGLE DATA ANALYTICS course through Coursera.
Similar Profiles
Gia AbesiaGia Abesia
CLIENT SERVICE REPRESENTATIVE at Canadian Imperial Bank of Commerce (CIBC)CLIENT SERVICE REPRESENTATIVE at Canadian Imperial Bank of Commerce (CIBC)
Benjamin LeeBenjamin Lee
Talent Acquisition Partner at Canadian Imperial Bank of Commerce (CIBC)Talent Acquisition Partner at Canadian Imperial Bank of Commerce (CIBC)
NIYOUSHA JAHANBIGLOOEINIYOUSHA JAHANBIGLOOEI
Lead Client Service Representative at Canadian Imperial Bank of Commerce (CIBC)Lead Client Service Representative at Canadian Imperial Bank of Commerce (CIBC)