Sonia Nagpal
Calgary,Canada
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. A hardworking and passionate job seeker with strong organizational skills eager to secure an entry-level manager position. Ready to help the team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills.
Overview
18
18
years of professional experience
Work History
Financial Service Representative
Easy Financial
03.2023 - Current
- Self-motivated, with strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Strengthened communication skills through regular interactions with others.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Brand Ambassador
Neo Financial
09.2022 - 03.2023
- Working as brand ambassador for Neo financial for master card and account application
- Increased brand awareness through event marketing, demonstrations, sales, and brand promotion.
- Increased positive word-of-mouth referrals through genuine, personalized customer interactions and excellent product knowledge.
- Identified key high-traffic, consumer-centric locations and built rapport with prospective customers and vendors.
- Educated consumers about product benefits, leading to increased interest and sales conversions.
- Developed lasting connections with industry professionals through networking at conferences, workshops, and other relevant gatherings.
- Planned future sampling opportunities and special events.
- Conducted consumer surveys and analyzed purchasing trends.
- Achieved targeted marketing goals by collaborating closely with team members to develop effective strategies for each campaign.
- Maintained detailed records of promotional activities, results achieved, and areas for improvement to inform future campaigns.
- Designed, filled, and arranged eye-catching product floorsets to increase sales.
Relationship Manager
Travel World
03.2017 - 10.2022
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong professional contacts and referral network.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for selling bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with new and existing clients through effective communication and exemplary interpersonal skills.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Food Service
Alberta Health Service
02.2022 - 09.2022
- Handling Food Service position as casual employee there
- Food service to mental health patients.
- Collaborated with team members to efficiently coordinate decorations, food service, and entertainment for successful parties.
- Managed daily operations, including inmate processing, housing assignments, food service delivery, medical care provision, and recreational activities scheduling.
- Organized and oversaw food service training to educate employees on resetting tables, relaying orders to cooks and upselling food and beverages.
- Developed strategies to improve food service levels for busy facility handling 200 meals each day.
- Coordinated with food service personnel to maintain optimal quality control standards for patient meals throughout the facility.
Back up Branch Manager
HDFC BANK Ltd
11.2010 - 10.2017
- Servicing cash desk NRI, NRO, NRA customers in Forex, TT & Remittance
- Handling walk-in customers at the branch
- Handling forex desk for Trade cash and remittance for Branch n NR customers
- Liaising with Branch colleagues to resolve all issues of customers
- Opening New Accounts for Customers – Savings/ Current / Fixed Deposits / Recurring
- Selling all types of Financial instruments – Insurance Assets Sips etc
- Handling all operational functions of Branch Banking
- Responsible for collection of payments from clients as per the deadlines provided by the accounts department
- Custodian of branch discipline and office maintenance including front and back- office coordination Handle calls through IVR and fix appointments with clients
- Liaise with corporate team to make decisions for operational activities and set strategic goals
- Plan and monitor the day- to- day running of business centers to ensure smooth progress
- Supervise staff from different departments and provide constructive feedback
- Evaluate regularly the efficiency of business procedures according to organizational objectives and apply improvements
- Oversee customer support processes and organize them to enhance customer satisfaction
- Revise and/ or formulate policies and promote their implementation in agreement with corporate team
- Manage relationships/ agreements with external partners/ vendors
- Evaluate overall performance by gathering, analyzing and interpreting data and metrics, ensure that the company runs with legality and conformity to established regulations.
Senior Officer
CITIBANK
01.2006 - 09.2010
- Customer service representatives in phone banking
- Answer, over the phone, enquiries from customers and investigate complaints regarding their personal banking accounts
- Inform customers about any late payment or interest levied on credit card or bank accounts
- Handling inbound calls & converting them into a sales call
- Continuous Follow up with the customers
- Handling inbound calls as Global Citi Phone Senior Officer
- Reporting suspecting frauds to fraud control unit for any fraudulent activity observed
- Guide to customer on how to use banking portal for their daily banking needs
- Processing request for drafts, money orders via adhering to IVR pin verification process
- Informing customers about the credit card applications approvals or rejections
- Resolving dispatch queries of debit and credit cards and liaising with courier vendors for getting it delivered timely
- Initiating application for personal loan over phone
- Identify training needs by Providing Sales Training on weekly basis to team and train workers in job duties and company policies
- Requisition of office supplies and materials.
Education
BBA - COMMERCE
Sri Aurobindo College, Delhi University, UBPS, Faridabad
NEW DELHI05.2003
Skills
- Friendly, Positive Attitude
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Flexible and Adaptable
- Dependable and Responsible
- Multitasking
- Excellent Communication
- Critical Thinking
- Organizational Skills
- Computer Skills
- Calm Under Pressure
- Active Listening
- Decision-Making
- Problem Resolution
- Organization and Time Management
- Verbal Communication
Key Word Summary
Experienced In Customer Service and proficiency with office programs Sales Trade and Banking Industry, Financial analysis. Sterling experience of 16 years in Banking and Customer Service. Resolving customer complain with honesty. Excellent communication, analytical skills; team player with supervisory background. Bachelor’s Degree in Commerce. Knowledge of banking standard and processes.
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Full Professional
Timeline
Financial Service Representative
Easy Financial
03.2023 - Current
Brand Ambassador
Neo Financial
09.2022 - 03.2023
Food Service
Alberta Health Service
02.2022 - 09.2022
Relationship Manager
Travel World
03.2017 - 10.2022
Back up Branch Manager
HDFC BANK Ltd
11.2010 - 10.2017
Senior Officer
CITIBANK
01.2006 - 09.2010
BBA - COMMERCE
Sri Aurobindo College, Delhi University, UBPS, Faridabad
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