VIJAY KUMAR
Brampton, ON,CA
Summary
Detail-oriented customer care professional with more than 6 years of customer service experience and a track record of delivering exceptional service. Excel at understanding and addressing customer needs. Extensive experience in suggesting activities and facilities to enhance customer satisfaction. Seeking to leverage skills in the banking industry to help customers make informed banking decisions and improve their overall banking experience.
Overview
7
7
years of professional experience
2
2
Certifications
Work History
Financial Representative
Primerica Financial Services
02.2023 - Current
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Created accurate financial documents to present to senior leadership and minimize financial discrepancies.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
- Gathered customer information and maintained in CRM database.
- Documented customer interactions and relationships using CRM systems.
Security Supervisor
Allied Universal Security
04.2019 - Current
- Recorded incident reports with detailed accounts of occurrences.
- Oversaw team of security officers and managed scheduling and performance evaluations.
- Submitted documentation for weekly payroll, managed schedules and enforced policies.
- Conducted frequent security audits to identify potential problems related to physical security, staff safety and asset protection.
Office Administrative
Safety First Security
09.2018 - 04.2019
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Maintained energy and enthusiasm in fast-paced environment.
- Identified issues, analyzed information and provided solutions to problems.
- Participated in team-building activities to enhance working relationships.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Carried out day-day-day duties accurately and efficiently.
Customer Service Executive
IDBI Bank
10.2016 - 03.2017
- Described product and service details to customers to provide information on benefits and advantages.
- Provided company information and policies to customers upon inquiry and answered questions via phone, email or online chat.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
- Established and monitored customer service standards by employing recognized and comprehensive benchmarks.
- Escalated critical customer issues to supervisor immediately to avoid lost revenue and canceled policies.
- Embraced the bank's values of trust, teamwork, and accountability, and brought an authentic self to work every day.
- Assessed customer service trends and evaluated complaints to determine areas in need of enhancement and align teams to better meet customer demands.
- Received payment information from customers and implemented it carefully into system to alleviate errors.
- Marketed additional products and services complementing customers' current offerings and adding value.
- Audited customer support procedures and collaborated regionally to promote standardization across offices.
- Evaluated interactions between associates and customers to assess personnel performance and implement strategies for customer satisfaction improvement.
Education
Business - Information System Business Analysis
Northern College of Applied Arts & Technology
Toronto, ON08.2018
Business - International Business Management
Northern College of Applied Arts & Technology
Toronto, ON12.2017
Bachelor Of Business Administration - Business
Guru Nanak Dev University
India05.2016
Skills
- Payment Processing
- Service Referrals
- Sales Expertise
- Selling Techniques
- Account Management
- Client Servicing
- Financial Reviews
- Customer Transactions
- Investment Advising
- Risk Analysis
- Microsoft Office
- Appointment Scheduling
- Finance Assessment
- Service Sales
- Consumer Demand
- Loan Documentation
- Transaction Management
- Eligibility Checks
- Product Recommendations
- Wire Transfer
- Sell Investments
- Team Worker
- Quick Learner
- Work Well Under Pressure
Certification
- Investment Funds In Canada (IFIC)
- First Aid & CPR
Volunteering
- Facilitated donations of food to temples and food-serving organizations.
- Coordinated fundraising efforts to support individuals in vulnerable situations, including students and senior citizens.
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Financial Representative
Primerica Financial Services
02.2023 - Current
Security Supervisor
Allied Universal Security
04.2019 - Current
Office Administrative
Safety First Security
09.2018 - 04.2019
Customer Service Executive
IDBI Bank
10.2016 - 03.2017
Business - Information System Business Analysis
Northern College of Applied Arts & Technology
Business - International Business Management
Northern College of Applied Arts & Technology
Bachelor Of Business Administration - Business
Guru Nanak Dev University
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