Vikram JOGLEKAR
Toronto,ON
Summary
Results-oriented professional with a foundation in management and a successful track record in the mutual funds industry. Proficient at aligning strategic objectives with operational excellence. Have consistently met and exceeded business requirements in the current role. Dedication to optimizing processes and achieving financial objectives positions me as a valuable asset in the team that i work for.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Client Relations Representative
Mackenzie Investments
06.2022 - Current
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services.
- Handles trade requests and provides timely and accurate information to investors.
- Ensure compliance with industry regulations, company policies, and procedures.
- Investigate and resolve investor or advisor complaints in timely and professional manner which includes cases under suspense (money in arrears).
- Developed and improve customer processes to increase efficiency and improve customer satisfaction during tax season 2022.
- Collaborate with other departments to ensure seamless and efficient communication and workflow.
- Helped other operational departments for key process oriented projects (salesforce integration, Turbo application for trades).
- Efficiently handled special taxation projects with business operation partners internally.
Financial Service Representative
Simplii Financial
01.2022 - 06.2022
- Consult clients on different mortgage options
- Efficiently converting cold leads to prospective clients through different service offerings
- Built relations with clients to enhance loyalty towards CIBC
- Maintained high conversion ratio for completing client’s initial application profiles
- Consistently received high customer satisfaction results.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Supervisor of Operations
Taj Hotels
07.2018 - 07.2019
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Monitored workflow to improve employee time management and increase productivity.
- Maintained compliance with company policies, objectives, and communication goals.
- Solicited customer feedback to identify and improve on areas of weakness.
Supervisor of Operations
Taj Hotels
07.2015 - 04.2018
- Handled customer relations and experience enhancement through email and phone by providing fast services and resolving service issues.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed and implemented strategies to maximize customer satisfaction.
Education
Graduate Certificate - Hospitality Services Management
Seneca College
Toronto, ON08.2021
Graduate Certificate - Business Management
Seneca College
Toronto, ON08.2022
Bachelor of Arts - Hospitality & Business Management
University of Huddersfield
08.2018
Skills
- Risk Management
- Compliance and Regulatory Expertise
- Technology Proficiency
- Compliance and Risk Mitigation
- Continuing Education
- Data Collection
- Customer Service and Assistance
Accomplishments
- Achieved 90% above client satisfaction scores in two consecutive quarters.
- Resolved service related issues in a timely manner which reduced the effect on overall business operations.
- Effectively handled internal projects which required a deep understanding of the issue and affected products.
- Efficiently worked with other business operations teams on special projects.
Certification
Canadian Securities Course (Pursuing)
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Senior Client Relations Representative
Mackenzie Investments
06.2022 - Current
Financial Service Representative
Simplii Financial
01.2022 - 06.2022
Supervisor of Operations
Taj Hotels
07.2018 - 07.2019
Supervisor of Operations
Taj Hotels
07.2015 - 04.2018
Graduate Certificate - Hospitality Services Management
Seneca College
Graduate Certificate - Business Management
Seneca College
Bachelor of Arts - Hospitality & Business Management
University of Huddersfield
Similar Profiles
Tsun Hong AuTsun Hong Au
Senior Trust Accountant (Treasury) at Mackenzie InvestmentsSenior Trust Accountant (Treasury) at Mackenzie Investments
Aryeh Nissan, CIM®Aryeh Nissan, CIM®
District Vice President at Mackenzie InvestmentsDistrict Vice President at Mackenzie Investments
James BickertonJames Bickerton
District Vice President at Mackenzie InvestmentsDistrict Vice President at Mackenzie Investments
Thierno BarryThierno Barry
Client Relations Representative at Mackenzie InvestmentsClient Relations Representative at Mackenzie Investments
Kenrick BarnettKenrick Barnett
Digital Content Creator at Dutchpot ChroniclesDigital Content Creator at Dutchpot Chronicles