Prashant Karia
New Westminster,BC
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. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
8
8
years of professional experience
Work History
Online Fulfillment Associate
Motilal Oswal Financial Service ltd
Vancouver, BC
10.2022 - Current
- We are analyzing and accessing the eCommerce/Omni channel online orders
- Proficient in conceptualizing and implementing strategies to streamline procedures in the luxury lifestyle shopping industry
- Ensuring operational standards are achieved and exceeded in terms of quality and services directly amplifies the sale and customer satisfaction
- Maintaining timely and accurate Customer Transfer Sales (CTS) & online sales orders
- Prioritizing and actioning all orders based on time sensitivity
- Work with inventory management software to track and monitor the inventory level in the organization.,
Team Lead
JM Financial
04.2022 - 08.2022
- Managing a team of consultants & ensuring outbound calls to leads
- Consult them financially on the latest trends in domestic bond market
- Assisted in recruitment of new team members, hiring highest qualified to build team of top performers.
- Built strong relationships with customers through positive attitude and attentive response.
Team Leader
Equity Advisors
02.2019 - 03.2022
- Hiring & recruiting freshers for role of Financial Advisor,
- Major business is generated from Brokerage followed by selling various investment products
- Evaluated customer needs and feedback to drive product and service improvements.
- Controlling Attrition by various Engagement activities
- Communicated KPIs outlined in annual plan to inform employees of expectations and deliverables.
Equity Advisor Sales and Team Mentor
Motilal Oswal Financial Service Ltd
06.2015 - 07.2018
- Outbound and Inbound services- Sending weekly/ daily reports and recommending the client about research calls and providing them excellent customer service accordingly
- Updating clients regarding the events in the stock markets and helping them to capitalize their investment objectives
- Creating strong database and generating revenue business for the company by advising clients on equity, mutual funds and Portfolio management service
- Proactively assisting clients to solve their query regarding the financial transactions
- Providing high quality services and taking necessary steps to restructure their portfolio for earning profits
Education
MBA - Business Administration
University Canada West
Vancouver, BC09.2024
Bachelor of Commerce - Accounting And Finance
Mumbai University
Mumbai04.2015
Skills
- Sales Expertise
- Business Development Understanding
- Customer Relations
- Retail Sales Customer Service
- Order Fulfillment
- Lead Generation
- Money Handling Abilities
- Service Standard Compliance
Accomplishments
- Awarded with Knowledge Champ award for Enhancing Knowledge of advisors via VIVA
- Awarded with SUPER ACHIEVER award in sales category
- Collaborated with team of 8 in the development of Six Sigma Yellow Belt Project
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Collaborated with team of 5 in the forecasting sales data of Canadian super store using Tableau software.
Timeline
Online Fulfillment Associate
Motilal Oswal Financial Service ltd
10.2022 - Current
Team Lead
JM Financial
04.2022 - 08.2022
Team Leader
Equity Advisors
02.2019 - 03.2022
Equity Advisor Sales and Team Mentor
Motilal Oswal Financial Service Ltd
06.2015 - 07.2018
MBA - Business Administration
University Canada West
Bachelor of Commerce - Accounting And Finance
Mumbai University
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