Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Accomplishments
Work Availability
Timeline
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Sunaina Khosla

Sunaina Khosla

Toronto,ON

Summary

Reliable Customer Service Representative with extensive track record in demanding sales and account management environments. Strong presenter, communicator and problem solver working effectively and productively with diverse customers and individual needs.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Sales Service Representative

TELUS
Mississauga, Ontario
05.2023 - 05.2024
  • Performs any required documentation to ensure customers' requests are accurately processed.
  • Maintains current knowledge of company products, practices, and trends, and integrates them into customer conversations in a professional manner.
  • Handles customer contacts in an informed, professional, and efficient manner.
  • Integrates marketing promotions and programs into customer conversations, where appropriate.
  • Maintains the confidentiality of customer and the company information.
  • Probes to understand customer needs and provides advice related to company products and their services in the best interests of the customer.

Customer Support Specialist

Axis Bank
India
08.2021 - 10.2022
  • Provided technical support to customers by responding to inquiries and resolving issues in a timely manner.
  • Researched customer inquiries using available resources such as FAQs and online forums.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Maintained accurate records of all transactions including origination fees, interest rates.
  • Assisted customers in completing online applications for mortgage loans, opening savings accounts and demat accounts .
  • Researched current market trends to identify potential opportunities for clients.
  • Prepared loan documents such as credit reports, income statements, appraisals, and closing statements.

Education

Financial Services Investigation And Compliance

Lambton College of Applied Arts And Technology
Toronto, ON
09-2024

MBA - Finance And Marketing

GNA UNIVERSITY
India
05-2021

Bachelors in Commerce

GNA UNIVERSITY
India
05-2019

Skills

  • Regulatory Compliance
  • Goal-Oriented
  • Paperwork Processing
  • Verbal & written communication skills
  • Organization skills
  • Collaboration & team skills
  • Analytical and problem solving skills
  • Salesforce CRM
  • Microsoft Office
  • Policy Adherence

Certification

CFCS Certificate, Canada Focus on Navigating New Regulations, AML Risks and more.
CFCS Certificate, Human Errors- Social Engineering Trends and Compliance Responses.
EDX, University of Hong Kong, Introduction to Fintech.
Cleared Mutual Fund Exam conducted by AMFI Registered Mutual Fund Distributor.

Affiliations

Class Representative, Lambton College, Toronto

Representing students interests to the school administration and ensure that their needs are met.

Organizing class events includes parties, job interviews, fund raising and trips.
Gathering constructive feedback from students for teachers' performance and sharing with them to improve the learning environment.
Community Involvement, George Brown College, Toronto

Conducting awareness campaigns regarding National Identity Theft, aims to raise awareness about identity theft and assist people how to be cautious while funds transactions through online and offline portals.

Accomplishments

Runner Up Trophy in Quiz, conducted by Economic Times of India in GNA UNIVERSITY.
Bronze Medal for excellence academic performance in B.COM(Hons).
Employee of the month at Shell, for achieving excellent sales targets.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Sales Service Representative

TELUS
05.2023 - 05.2024

Customer Support Specialist

Axis Bank
08.2021 - 10.2022

CFCS Certificate, Canada Focus on Navigating New Regulations, AML Risks and more.
CFCS Certificate, Human Errors- Social Engineering Trends and Compliance Responses.
EDX, University of Hong Kong, Introduction to Fintech.
Cleared Mutual Fund Exam conducted by AMFI Registered Mutual Fund Distributor.

Financial Services Investigation And Compliance

Lambton College of Applied Arts And Technology

MBA - Finance And Marketing

GNA UNIVERSITY

Bachelors in Commerce

GNA UNIVERSITY
Sunaina Khosla