Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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SIMRAN LOPES

Windsor,Canada

Summary

Dynamic Customer Experience Associate with a proven track record at The Bank of Nova Scotia, excelling in upselling and achieving high customer satisfaction ratings. Skilled in complex problem solving and understanding customer needs, I consistently surpassed sales targets while maintaining a calm and professional demeanor under pressure.

Overview

2
2
years of professional experience
1
1
Certification

Work History

CUSTOMER EXPERIENCE ASSOCIATE

THE BANK OF NOVA SCOTIA
Windsor, ON
08.2024 - Current
  • Achieve assigned goals by promoting banking solutions.
  • Ensure every customer experience is consistent with the bank's service standards.
  • Resolve customer concerns professionally and efficiently in a friendly manner.
  • Help the supervisor in training new members.
  • Consistently achieved assigned targets, and referred clients to appropriate advisors.
  • Complying with regulatory requirements as part of the service process, which includes but is not limited to KYC, AML/ATF, and the protection of client personal information.
  • Set up day-to-day banking solutions for new and existing clients.
  • Assisted with the opening and closing functions of the branch, which include but are not limited to end-of-day balancing.

CUSTOMER EXPERIENCE ASSOCIATE

HINDUJA GLOBAL SOLUTIONS-CANADA
Windsor, Canada
02.2023 - 08.2024
  • Handled 40 to 50 calls daily, with duties including signing up new customers, retrieving customer data, presenting relevant product information, and canceling services.
  • Assist account holders with account queries, billing issues, payment arrangements, and service promotions.
  • Increased the team's monthly sales revenue by providing personalized recommendations and upselling products to customers during calls.
  • Memorized all company products and services to be able to answer customer questions quickly, efficiently, and make upsells.
  • Received an average of 96% customer satisfaction rating to date by consistently resolving complex inquiries within an average of 12 minutes.

Education

MASTER OF ARTS -

MUMBAI UNIVERSITY
Mumbai, Maharashtra
12.2021

BACHELOR OF ARTS -

MUMBAI UNIVERSITY
Mumbai, Maharashtra
11.2019

DIPLOMA IN TEACHERS EDUCATION -

OXFORD D.ED COLLEGE
Mumbai, Maharashtra
06.2016

Skills

  • Exceptional customer service
  • Upselling Products and Services
  • Calm and professional under pressure
  • Efficient and detail-oriented
  • Understanding Customer Needs
  • Complex problem solving
  • Sales techniques
  • Customer relationship management

Languages

  • English
  • Marathi
  • Hindi

Certification

  • Pursing Canadian investment fund course (CIFC)

Timeline

CUSTOMER EXPERIENCE ASSOCIATE

THE BANK OF NOVA SCOTIA
08.2024 - Current

CUSTOMER EXPERIENCE ASSOCIATE

HINDUJA GLOBAL SOLUTIONS-CANADA
02.2023 - 08.2024

MASTER OF ARTS -

MUMBAI UNIVERSITY

BACHELOR OF ARTS -

MUMBAI UNIVERSITY

DIPLOMA IN TEACHERS EDUCATION -

OXFORD D.ED COLLEGE
SIMRAN LOPES