Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

VIDHI DOSHI

North York,Canada

Summary

A motivated financial planning graduate with expertise in wealth management, investment strategies, and client relationship building. I am currently preparing for the IFC exam to enhance industry knowledge and certification. Skilled in financial analysis, risk assessment, and delivering personalized financial solutions.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Cashier and OMNI Associate

Walmart
06.2023 - Current
  • Provide excellent customer service by ensuring fast and accurate checkout processes, assisting customers with inquiries and returns, and resolving payment-related issues to ensure customer satisfaction
  • Handle cash, credit, and debit transactions efficiently while maintaining a high level of accuracy and attention to detail
  • Upsell promotional items and assist in achieving store sales targets by suggesting complementary products
  • As omni associate also, manage online order fulfillment, ensuring timely and accurate picking, packing, and shipping of products
  • Communicate effectively with customers regarding order updates, substitutions, and delivery schedules
  • Collaborate with the team to prioritize and process high-volume orders efficiently during peak periods

Customer Service

Gwalia Sweets & Restaurant
07.2023 - 02.2024
  • I work as a Customer Service, which has given me numerous valuable experiences like developing enduring relationships with customers
  • Managing cash transactions and reviewing the day's sales report helped me to enhance my accounting skills
  • My ability to handle stock has helped me learn more about the methods used to manage inventories in businesses
  • I even developed the ability to read customers and serve them in accordance with their needs, which is a crucial activity for any business

Accountant

RSM and Associates Chartered Accountant
01.2022 - 03.2023
  • I have worked as an Accountant in RSM and Associates from India
  • Performed comprehensive audits, including statutory and internal audits, for a diverse client portfolio across industries such as manufacturing, real estate, and financial services
  • Prepared and analyzed financial statements, ensuring compliance with Indian Accounting Standards (Ind AS) and International Financial Reporting Standards (IFRS)
  • Provided tax planning and advisory services, ensuring compliance with Indian tax laws (Direct and Indirect Taxation)

Education

Post Graduate Diploma - Financial Planning & Wealth Management

Lambton College
12.2024

Diploma - Accounting & Finance

India
12-2022

Bachelors (BBI) - Banking & Insurance

Mumbai University
01.2021

Skills

  • Wealth management Tools
  • Data Interpretation
  • Financial Statement Preparation
  • Cash Handling
  • Commercial Banking
  • Analytical and Problem-Solving Skills
  • Bookkeeping
  • Multi-tasking
  • Communication
  • Journal Entries
  • Customer service
  • Work ethic and integrity
  • Patience and empathy
  • Payment processing
  • Conflict resolution
  • Retail merchandising
  • Multitasking and organization

Certification

  • Microsoft Excel Specialist, MS Word and PowerPoint (DAF - Diploma in Account and Finance) - INDIA
  • Awarded 'Employee of the Month' for exceptional customer service and team contributions.
  • Recognized for reducing inventory discrepancies through meticulous tracking and reporting.

Languages

English
Full Professional

Timeline

Customer Service

Gwalia Sweets & Restaurant
07.2023 - 02.2024

Cashier and OMNI Associate

Walmart
06.2023 - Current

Accountant

RSM and Associates Chartered Accountant
01.2022 - 03.2023

Bachelors (BBI) - Banking & Insurance

Mumbai University

Post Graduate Diploma - Financial Planning & Wealth Management

Lambton College

Diploma - Accounting & Finance

India

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