Thulasi Venkatesh
London,ON
Summary
Dynamic and driven entry-level professional with a keen focus on leveraging exceptional communication and problem-solving skills as an Associate. Dedicated to providing outstanding client and sales support to Financial Planners, allowing them to dedicate their efforts to delivering top-notch planning and advisory services. Known for collaborating effectively across departments to ensure superior customer service and drive value-added solutions. Committed to fostering a positive and inclusive work environment, I actively contribute to team effectiveness and personal performance development. Passionate about delivering unparalleled support and promoting lasting customer satisfaction through a deep understanding of banking solutions and processes. Proficient in customer service best practices and dedicated to delivering quality service at every opportunity.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Service Representative /Assistant Front Office Manager
Planet Fitness
04.2023 - Current
- Collaborated with the front desk and managers to ensure smooth and seamless customer service.
- Responded to customer inquiries and provided information about club services and amenities.
- Performed with booking appointments and modifications for the customers.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Addressed Customers’ concerns according to the management's policies and guidelines.
- Processed all payments and financial transactions such as reconciliation, deposit, payment corrections, and refunds - Point of Sale.
- Performed other routine activities such as daily audits, maintaining checklists, etc.,
Quality Control Inspector
THK Rhythm Automotive
06.2023 - 11.2023
- Conduct thorough measurements and functionality assessments of products to ensure compliance with specifications.
- Perform quality assessments on incoming materials from vendors and outgoing products for shipment.
- Recommend improvements to production processes to enhance quality control.
- Prepare detailed reports and maintain performance records to document inspection outcomes.
- Monitor the manufacturing process closely to maintain quality standards.
- Promptly address quality-related concerns.
- Verify that deliveries match packing slips accurately.
HR Recruiter /Product Development Executive
Tangsys Technologies Pvt Ltd.
02.2022 - 08.2022
- Spearheading recruitment efforts and fostering positive employee relations within the organization.
- Directing the administration of payroll and managing comprehensive compensation and benefits packages.
- Supervising disciplinary procedures and overseeing the implementation of training programs to enhance employee skills and productivity.
- Crafting professional client presentations and delivering persuasive new business pitches using PowerPoint.
- Collaborating closely with sales support teams to generate high-quality and articulate Request for Proposals (RFPs) and Request for Information (RFIs).
- Cultivating a deep understanding of investment strategies and global financial markets.
- Providing backup support to the existing Product Executive within the team.
Jr. Portfolio Analyst /Senior Business Development Executive
GS Financial Consulting Services
02.2021 - 01.2022
- Assist in conducting analysis of equity and options markets under the guidance of senior analysts.
- Improved investment strategies for clients by consistently monitoring and adjusting portfolio allocations.
- Increased client satisfaction with timely, accurate, and insightful reporting on portfolio performance.
- Support in the preparation and presentation of pricing proposals to clients.
- Aid in the cultivation and maintenance of client relationships.
- Assist in monitoring portfolio performance and identifying growth opportunities.
- Collaborate with team members to effectively manage portfolios and achieve financial objectives.
- Engage in business development activities to expand the client base and enhance revenue streams.
- Continuously learn and develop skills in portfolio analysis and business development practices.
Income Tax Verifier - Internship
Ascent Consulting Services Pvt Ltd.
11.2019 - 01.2020
- Assist in reviewing income tax returns and related documents for accuracy and completeness.
- Learn and apply basic tax laws and regulations to verify income tax calculations.
- Collaborate with senior team members to identify discrepancies or inconsistencies in tax returns.
- Utilize software tools and databases to cross-reference information and ensure compliance with tax laws.
- Participate in meetings and training sessions to enhance understanding of income tax verification processes.
- Provide support in preparing reports and documentation to communicate findings and recommendations.
- Maintain confidentiality of sensitive taxpayer information and adhere to ethical standards.
- Assist in other tasks and projects as assigned by supervisors to contribute to the overall efficiency of the income tax verification process.
Education
General Arts
Fanshawe College of Applied Arts And Technology
London, ON08.2024
PGDM - Professional Financial Services
Fanshawe College
London, ON08.2023
Bachelor of Business Administration - Business
Alliance University
India2020
Skills
- Financial Planning
- Communication skills
- Customer service
- Interpersonal skills
- Ms Office
- Time Management
- Administrative experience
- Business Management
- Active Listening
Certification
- Proficient in MS Office suite (Excel, Word, Powerpoint, Outlook).
- Athlete - Sprinting - Junior Level Champion.
- School Leader - March past parade.
- Best Essay Writer in South India, conducted by Seventh Day Adventist.
- Volunteer child care provider.
- Fitness enthusiast.
Social Network
www.linkedin.com/in/thulasi-venkatesh-928a831a4
Timeline
Quality Control Inspector
THK Rhythm Automotive
06.2023 - 11.2023
Customer Service Representative /Assistant Front Office Manager
Planet Fitness
04.2023 - Current
HR Recruiter /Product Development Executive
Tangsys Technologies Pvt Ltd.
02.2022 - 08.2022
Jr. Portfolio Analyst /Senior Business Development Executive
GS Financial Consulting Services
02.2021 - 01.2022
Income Tax Verifier - Internship
Ascent Consulting Services Pvt Ltd.
11.2019 - 01.2020
General Arts
Fanshawe College of Applied Arts And Technology
PGDM - Professional Financial Services
Fanshawe College
Bachelor of Business Administration - Business
Alliance University
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