Summary
Overview
Work History
Education
Certification
Languages
Availabilty
Timeline
Generic

Smriti Khosla

Surrey,BC

Summary

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Member Service Representative

Yes Bank
Delhi
01.2023 - 01.2024
  • Provided support to members regarding account inquiries, processing transactions, and resolving issues.
  • Greeted customers in a friendly and professional manner.
  • Performed cash handling duties such as deposits and withdrawals for members' accounts.
  • Processed loan applications and documented loan decisions according to policy requirements.
  • Identified opportunities for cross-selling additional products or services based on member needs.
  • Followed up with customers after their interaction with the organization's services.
  • Assisted colleagues with tasks as needed during peak times of activity.
  • Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.

Team Head-Sales

Max Life Insurance
Delhi
01.2021 - 12.2023
  • Handled customer complaints in an efficient and courteous manner.
  • Maintained accurate records of member interactions and transactions.
  • Offered exceptional customer service to differentiate and promote company brand.
  • Delivered quality service by assessing, advising and assisting credit union members.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.

Investment Associate

Bajaj Capital Ltd
Delhi
03.2016 - 12.2020
  • Developed financial models and valuations for potential investments.
  • Presented investment proposals to senior management team.
  • Assisted in the preparation of marketing materials for prospective investors.
  • Researched companies' competitive landscape and identified strategic advantages or disadvantages relative to peers.
  • Monitored portfolio performance against benchmarks and assessed risk-adjusted returns on investments.
  • Identified cost saving opportunities within existing portfolios through restructuring initiatives.
  • Developed proposals that outlined long-term objectives for various funds under management.
  • Supervised preparation of documents, financial models and presentations.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads

Education

Bachelor of Science -

Bachelors of Technology
India
02-2016

MBA -

University Canada West
Vancouver, BC

Certification

  • Conflict Resolution Certificate

Languages

English
Full Professional
Punjabi
Native/ Bilingual
Hindi
Native/ Bilingual

Availabilty

  • Monday 10:00 AM-5:30 PM
  • Tuesday 10:00 AM-5:30 PM
  • Thursday 10:00 AM-5:30 PM
  • Friday 10:00 AM-5:30 PM
  • Saturday 10:00 AM-5:30 PM
  • Sunday 10:00 Am-5:30 Pm

Timeline

Member Service Representative

Yes Bank
01.2023 - 01.2024

Team Head-Sales

Max Life Insurance
01.2021 - 12.2023

Investment Associate

Bajaj Capital Ltd
03.2016 - 12.2020

Bachelor of Science -

Bachelors of Technology

MBA -

University Canada West
  • Conflict Resolution Certificate

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Smriti Khosla