Siddharth Doshi
Toronto,ON
Summary
Result-driven and Passionate in Financial service in delivering trusted advice, creating value and understanding customer psychology by leveraging exceptional interpersonal, relationship-building and listening skills. Proficient in digital literacy and translating business needs into actionable solutions to achieve overall business objectives. I am seeking a challenging role in contact center financial service where I can apply my comprehensive skill set to contribute to organizational growth and enhance overall customer experience.
Overview
3
3
years of professional experience
Work History
Financial Services Representative
Gateastone
Toronto, Ontario
03.2024 - Current
- Negotiating, planning, and assisting consumers with correct payment resolutions on one or multiple credit card accounts, including consumer and business accounts.
- Initiating consumer negotiations for debt recovery through phone and generating around 80-100 outbound and inbound calls a day.
- Administering financial assessments and ensuring paperwork is prepared correctly for the best, positive consumer experience.
- Researching and answering questions regarding account status; assisting as a personal financial advisor over the phone and taking ownership of fiduciary responsibility for the client.
- Performing financial assessments on consumer and business accounts, and then placing them in the appropriate program for debt repayment.
Supervisor
Tim Horton's
North York, ON
12.2022 - 01.2024
- Multi-tasking between multiple responsibilities by delivering exceptional customer service and problem-solving, including customer experience surveys.
- Managed inventory levels and conducted regular stock checks to ensure sufficient stock levels of all products for customers.
- Ensured regulatory compliance and guidelines with integrity by providing performance objectives and coaching support for all staff members.
- Adaptability, resilience, flexibility, and a constructive approach to handling challenging circumstances independently and as a part of a team.
- Prepare and balance cash register records and reports related to daily sales and transactions.
- Resolved customer complaints by responding with empathy and meeting customer satisfaction.
Wireless Sales Associate
OSl Retail Services
Pickering, ON
03.2022 - 11.2022
- Demonstrated and sold mobile devices to guests, showcasing the latest product features and capabilities.
- Explained the latest promotions, sales incentives and offerings to promote savings and drive sales
- Computed purchases and received and processed cash or credit payment
- Researched and analyzed monetary figures involved in monthly subscription plans and explained commitments and charges to interested guests.
- Developed relationships with new customers through networking opportunities within the community.
Education
PostGraduate Certificate - Strategic Management
Centennial College of Applied Arts And Technology
Scarborough, ON01.2023
PostGraduate Certificate - Financial Planning
Seneca College of Applied Arts And Technology
Scarborough, ON01.2022
Bachelor - Accounting And Finance
KES Shroff College
Mumbai, India06.2017
Skills
- Microsoft Excel
- Cash Handling
- Inventory Management
- Legendary Customer Service
- Strategic Planning
- Digital Literacy
- Teamwork and Collaboration
- Complex Problem-Solving
- Financial Management
- Active Listening
Timeline
Financial Services Representative
Gateastone
03.2024 - Current
Supervisor
Tim Horton's
12.2022 - 01.2024
Wireless Sales Associate
OSl Retail Services
03.2022 - 11.2022
PostGraduate Certificate - Strategic Management
Centennial College of Applied Arts And Technology
PostGraduate Certificate - Financial Planning
Seneca College of Applied Arts And Technology
Bachelor - Accounting And Finance
KES Shroff College
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