Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Vidhi Vishal Mehta

North York,ON

Summary

Knowledgeable and dedicated customer service professional with extensive experience in Finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Customer Service

Shoppers Drug Mart
05.2023 - Current
  • Putting Client interest first and providing exceptional customer service to 200 too 300 customers on daily basis
  • Ensuring compliance with relevant regulations and company policies related to cash handling, data privacy, and financial or accounting reporting
  • Assisting customers with purchases, answering inquiries, and resolving complaints or issues in professional and courteous manner
  • Provide digital literacy to clients on regular basis for easy point of sale and more benefits.

Head Cashier

Canadian Tire Corporation
01.2021 - 07.2023
  • Managed and supervised team of 5 cashiers, providing guidance, training, and support
  • Delegated tasks, assigned work schedules, and ensured cashiers adhere to company policies and procedures
  • Collaborated with sales team to achieve sales goals and targets
  • Actively promoted and upsold products or services to customers at point of sale
  • Provided product information, offer recommendations, and processed returns or exchanges as needed
  • We were 1st in whole of Ontario with our yearly sales target.

Executive Financial Advisor

Motilal Oswal Financial Services
09.2020 - 09.2021
  • Inherited a book of 300 clients and increased book size by 40% in 1 year
  • Awarded Q2 2021 performance at Motilal Oswal Carefully adhered to KYC and understanding client’s current income, expenses, financial objectives, risk tolerance and other information needed to develop a financial plan based on much I recommend mutual funds, GIC’s
  • I was the first touch point for developed relationships with existing and new clients resulting when I opened Bank accounts, credit cards
  • Through my discovery conversation with them I would refer them to Wealth Managing, Business banking and mortgage team
  • Adapt at complex credit secured & unsecured line of credit, loan consolidation
  • Have exposed to home equity line of credit/ refinance mortgage application in India.

Education

Post Graduate Certificate - Accounting

York University (YU)
Toronto, Ontario
08.2023

Post-Graduate Certificate - Financial Planning

Seneca College
Toronto, Ontario
08.2022

Bachelors - business management studies

Mumbai University, KES Shroff College
India
10.2020

Skills

  • Critical & Analytical Thinking
  • Flexible
  • Relationship Building
  • Reconciliation skills
  • Teamwork
  • Problem Solving
  • MS Office - Highly Proficient
  • MS Outlook - Highly Proficient
  • Multitasking

Certification

CSI - Investments Fund in Canada

Additional Information

Projects:

1. Financial Statement Analysis on Companies like Saputo & Costco

2. Research paper on Indian Banking System

Timeline

Customer Service

Shoppers Drug Mart
05.2023 - Current

Head Cashier

Canadian Tire Corporation
01.2021 - 07.2023

Executive Financial Advisor

Motilal Oswal Financial Services
09.2020 - 09.2021

Post Graduate Certificate - Accounting

York University (YU)

Post-Graduate Certificate - Financial Planning

Seneca College

Bachelors - business management studies

Mumbai University, KES Shroff College

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