Prashit Faldu
North Bay,ON
Summary
Result-driven Financial Services Representative with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
3
3
years of professional experience
Work History
Customer Service Cashier
Max Multi Mart
10.2023 - Current
- Enhanced customer satisfaction by efficiently handling transactions and addressing inquiries.
- Streamlined the checkout process for faster service and improved customer experience.
- Maintained a clean and organized workspace, promoting a welcoming environment for customers.
- Assisted in training new employees, ensuring they were knowledgeable about company policies and procedures.
Financial Services Representative
Marwadi Shares And Finance
03.2022 - 06.2023
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Managed a portfolio of high net-worth clients, ensuring their financial goals were achieved through strategic planning.
Pharmacy Student Intern
Vikas Pharmacy
07.2021 - 02.2022
- Organized pharmacy shelves with drugs and other related products in an orderly manner.
- Prepared packaging and labels for prescriptions, verifying accuracy of dosage, side effects, interactions, and refill instructions.
- Provided friendly customer service at drop-off and pick-up counters.
- Monitored inventory levels and notified pharmacist of items requiring reorder.
Education
Graduate Certificate - Health Care Administration
Canadore College of Applied Arts And Technology
04.2024
Bachelor of Pharmacy - Pharmacy
Marwadi University
Rajkot, Gujarat05.2022
Skills
- Financial Product Sales
- Customer Relationship Management
- Debt management
- Sales Quota Achievement
- Customer Relationship Building
- Complaint Handling
- Customer Service
- Problem-solving aptitude
- POS Systems
- Prescription record reviews
- Insurance Claim Forms Review
Timeline
Customer Service Cashier
Max Multi Mart
10.2023 - Current
Financial Services Representative
Marwadi Shares And Finance
03.2022 - 06.2023
Pharmacy Student Intern
Vikas Pharmacy
07.2021 - 02.2022
Graduate Certificate - Health Care Administration
Canadore College of Applied Arts And Technology
Bachelor of Pharmacy - Pharmacy
Marwadi University
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