Summary
Work History
Education
Skills
Websites
Technology And Language
References
Languages
Timeline
Generic

Tejas Sharma

Abbotsford,Canada

Summary

Highly motivated person with a strong passion for the work and sense of belongingness. Dedicated, optimistic, and driven individual with excellent communication and leadership skills. Seeking to leverage academic knowledge and job experiences to contribute to the success of the role.

Work History

The Skills and Knowledge Gained

Finance Major
  • Covered foundational concepts in financial management.
  • Explored topics such as capital budgeting, financial statement analysis, and time value of money.
  • Bus 433 (Investments):Focused on the principles and strategies of investment management.
    Gained insights into analyzing financial markets and making informed investment decisions.
    Bus 434 (Risk Management & Financial Engineering):
  • Explored advanced topics in risk management and financial engineering.
  • Learned techniques to identify, assess, and mitigate financial risks.
  • Bus 449 (Financial Management II):Advanced course building on Financial Management I.
    Delved into more complex financial strategies and decision-making.

Advisor 2 Case Manager

CONCENTRIX
11.2023 - Current
  • Consistently provide exceptional client experiences during each interaction and diligently execute plans to enhance the overall client experience in alignment with the brand promise
  • Offer comprehensive solutions to clients, aspiring to become their foremost financial partner
  • Verify that customer details are precise and adhere to established policies and procedures to guarantee an exceptional customer experience
  • Taking care of clients who have complaints or complex/escalating difficulties, offers them exceptional service mainly by making sure that complaints are recognized, thoroughly addressed, promptly, and in a way that benefits and aids clients, hence reducing new problems
  • Conducting a comprehensive risk assessment for a specific case involves thoroughly analyzing the issue at hand
  • Building a strong relationship with clients by providing ongoing support and communication
  • Collaborated with cross-functional teams, contributing to complex cases and enhancing analytical and communication skill

Education

Bachelor of Business Administration (Finance) -

UNIVERSITY OF THE FRASER VALLEY, ABBOTSFORD
01.2023

Diploma of Higher Education, Commerce -

DELHI PUBLIC SCHOOL
01.2019

Skills

  • Customer Service
  • Market Research and Analysis
  • Project Management
  • Presentation Skills
  • Problem-solving
  • Teamwork and Collaboration
  • Decision-making
  • Time Management
  • Adaptability and Flexibility

Technology And Language

  • Microsoft Proficiency
  • English (C2)
  • Hindi (C2)

References

Jeremy Wright, Assistant Manager, Walmart, +1 (778)-347-1987, Jwright@telus.net

Languages

English
Full Professional

Timeline

Advisor 2 Case Manager

CONCENTRIX
11.2023 - Current

The Skills and Knowledge Gained

Finance Major

Bachelor of Business Administration (Finance) -

UNIVERSITY OF THE FRASER VALLEY, ABBOTSFORD

Diploma of Higher Education, Commerce -

DELHI PUBLIC SCHOOL
Tejas Sharma