Shaik Azeem
Vancouver,BC
Summary
Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Planner
Wealth Munshi Pvt Ltd
01.2023 - 12.2023
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
- Increased client satisfaction by providing personalized financial planning services and investment recommendations.
Customer Executive
Decathlon
10.2022 - 12.2022
- Enhanced brand loyalty by providing exceptional customer service through active listening and problem solving.
- Assisted marketing team on short-term and long-term promotional projects and provided regular updates on status and progress.
- Delivered personalized support to clients, building long-lasting relationships and fostering repeat business.
- Maintained accurate records of all customer interactions, enabling better tracking of issues and resolutions over time.
Education
MBA - Finance
University Canada West
Vancouver, BC06.2025
Skills
- Leadership Qualities
- Teamwork orientation
- Client Relationship Development
- Cash Flow Management
- Insurance Planning
- Strategic financial planning
- Market Research
- Retirement planning
- Portfolio Management
- Wealth Management
- Asset Allocation
Languages
English
Full Professional
Certification
- Canadian Security Course (CSC) License - Expected February 2025
Timeline
Financial Planner
Wealth Munshi Pvt Ltd
01.2023 - 12.2023
Customer Executive
Decathlon
10.2022 - 12.2022
MBA - Finance
University Canada West
- Canadian Security Course (CSC) License - Expected February 2025
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