Tripti Mehla
Richmond,Canada
Summary
Experienced Financial Service Representative with a strong background in customer service and sales at EasyFinancial and Coach. Proven ability to exceed targets through personalized financial solutions and exceptional client care. Skilled in CRM software, problem-solving, and managing customer accounts. Adept at handling inquiries and resolving issues efficiently while maintaining compliance with regulations. Seeking to leverage expertise in customer engagement and financial services.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Customer Service (Event & Marketing Coordinator)
FlyO'land
Tsawwassen, BC
11.2024 - Current
- Managed relationships with external vendors to ensure successful completion of projects within budget constraints.
- Updated databases with customer information collected from various sources.
- Worked with creative teams to deliver productive marketing campaigns.
- Provided support in the planning, coordination, and execution of promotional events.
Sales Associate (Part Time)
Coach
Richmond, British Columbia
06.2024 - 08.2024
- Delivered exceptional customer service by assisting clients with product selection, styling advice, and ensuring a personalized shopping experience
- Maintained an in-depth knowledge of product offerings to provide informed recommendations that aligned with customer preferences and needs
- Handled customer transactions efficiently, including purchases, refunds, and exchanges, while ensuring accuracy and a positive experience at the point of sale
- Collaborated with team members to support promotional events, driving increased foot traffic and sales
Financial Service Representative (Full Time)
Easy Financial Services Inc.
Vancouver, Canada
02.2023 - 05.2024
- Provided exceptional customer service by addressing client inquiries and assisting them with financial products and services tailored to their needs
- Supported clients in understanding loan options, repayment plans, and financial advice, ensuring clarity and customer satisfaction
- Managed customer accounts and conducted thorough reviews to identify opportunities for upselling additional financial products
- Demonstrated strong problem-solving skills by resolving client issues promptly and efficiently, maintaining a high level of customer retention
- Collaborated with internal teams to streamline processes and enhance service delivery, contributing to a more efficient operation
- Adhered to company policies and regulatory guidelines, ensuring all transactions were compliant and accurate
- Maintained detailed records of client interactions and transactions, using CRM software to track and manage customer relationships
- Achieved and consistently exceeded monthly sales targets through effective communication and personalized financial solutions
Sales Associate (Part Time)
Home Sense
Vancouver, Canada
11.2022 - 03.2023
- Provided outstanding customer service by assisting customers with product selection, answering inquiries, and ensuring a smooth shopping experience
- Operated the point-of-sale (POS) system to process transactions, handle returns, and manage exchanges with accuracy and efficiency
- Maintained a well-organized sales floor by managing inventory, restocking shelves, and creating visually appealing merchandise displays
- Assisted in the execution of store promotions, contributing to increased sales and customer engagement
- Demonstrated adaptability by managing multiple tasks in a fast-paced environment while maintaining attention to detail
Education
MBA -
UNIVERSITY CANADA WEST
Canada06.2024
B.A. LL.B. (H) -
AMITY UNIVERSITY
01.2021
Skills
- Problem-solving attitude
- Ability to receive and implement feedback
- Fast learner
- Analytical mind
- Adaptability
- Attention to detail
- Empathy
- Teamwork and collaboration
- Time management skills
- Records management
- Organizational skills
- Cash register operation
- Customer relation management (CRM) - Salesforce
- Microsoft Office Suite
- Sales expertise
Certification
- Certified Digital Marketing Associate, Digital Marketing Institute
- Career Essentials in Administrative Assistance, Microsoft
- Serve it right
Languages
English
Full Professional
Hindi
Native/ Bilingual
Timeline
Customer Service (Event & Marketing Coordinator)
FlyO'land
11.2024 - Current
Sales Associate (Part Time)
Coach
06.2024 - 08.2024
Financial Service Representative (Full Time)
Easy Financial Services Inc.
02.2023 - 05.2024
Sales Associate (Part Time)
Home Sense
11.2022 - 03.2023
MBA -
UNIVERSITY CANADA WEST
B.A. LL.B. (H) -
AMITY UNIVERSITY
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