SIMRAN FATWANI
Summary
A results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
6
6
years of professional experience
Work History
Financial Service Associate
World Financial Group Wfg
05.2025 - Current
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Personal Support Worker
Personal Employer
02.2025 - Current
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Assisted clients with daily living activities, promoting independence and wellbeing.
- Assisted clients in maintaining personal hygiene through bathing, grooming, and dressing tasks.
- Maintained accurate records of patient care, progress, and concerns, contributing to effective communication among healthcare team members.
Clinic Manager
Efficient Physio Clinic
10.2024 - 02.2025
- Resolved patient complaints in a timely manner, ensuring a positive experience for all parties involved.
- Hired, trained and supervised employees to maintain team of high performers.
- Conducted regular staff evaluations, providing constructive feedback and setting clear expectations for future performance goals.
- Created and implemented policies to improve operational efficiency and patient care quality.
Assistant Manager
MAHAVIR ENGIMACH PVT INC
01.2022 - 01.2024
- Monitored and evaluated KPIs to achieve operational goals
- Oversaw day-to-day operations for smooth functioning
- Tracked and analyzed performance metrics
- Implemented strategies to enhance efficiency and productivity
- Controlled departmental costs and expenses
- Handled customer complaints effectively
Assistant Manager
ICICI BANK LTD
01.2019 - 01.2022
- Processed new savings and current accounts
- Provided services to existing customers
- Sold additional bank products like trading accounts, insurance, loans and credit cards
- Acquired new customers for the bank
- Tracked and analyzed performance metrics
Education
Post Graduation Diploma - Digital Media Studies
Pacific Link College
Surrey, BC03.2025
Bachelors of Commerce - Accounting & Finance
University Of Mumbai
12.2018
Skills
- Effective Communicator
- Analytical Skills
- Customer Relationship Management
- Multitasking
- Problem Solver
- Time management
- Team-Oriented
- Product Knowledge
- web developer
- social media marketer
- search engine optimizer
Languages
English
Full Professional
Hindi
Full Professional
Gujarati
Full Professional
Timeline
Financial Service Associate
World Financial Group Wfg
05.2025 - Current
Personal Support Worker
Personal Employer
02.2025 - Current
Clinic Manager
Efficient Physio Clinic
10.2024 - 02.2025
Assistant Manager
MAHAVIR ENGIMACH PVT INC
01.2022 - 01.2024
Assistant Manager
ICICI BANK LTD
01.2019 - 01.2022
Bachelors of Commerce - Accounting & Finance
University Of Mumbai
Post Graduation Diploma - Digital Media Studies
Pacific Link College
Similar Profiles
Ghada NemirGhada Nemir
Associate at World Financial Group (WFG)Associate at World Financial Group (WFG)
VAN MAIVAN MAI
Licensed Insurance Agent (Part-Time) at World Financial Group (WFG)Licensed Insurance Agent (Part-Time) at World Financial Group (WFG)
Ashley RobinsonAshley Robinson
Independent Insurance Agent at World Financial Group WfgIndependent Insurance Agent at World Financial Group Wfg
Sunil PatelSunil Patel
Financial Advisor at World Financial Group (WFG)Financial Advisor at World Financial Group (WFG)
David FloresDavid Flores
Financial Service Associate at TD BankFinancial Service Associate at TD Bank