Vivek George Thomas
Summary
Economics graduate with a Post Graduate Diploma in Financial Planning Services & Financial Technology.
Proven ability in customer relations and issue resolution for high satisfaction. Seeking to apply academic
expertise in financial planning, investments, and client management in the capital market. Accredited in the
Canadian Securities Course, passionate about delivering unique perspectives on efficient financial
management.
Overview
1
1
year of professional experience
Work History
Associate
Walmart
12.2022 - Current
- Managed diverse customer interactions and effectively resolved various issues to ensure customer satisfaction
- Contributed to team efforts for store goals and customer satisfaction, achieving a 15% enhancement in the consumer value program
- Collaborated with team members to develop and implement effective sales strategies, driving a notable 5% increase in sales performance
- Displayed versatility in assisting customers with inquiries related to different product categories
- Leveraged technology within the corporate framework to elevate customer satisfaction while enhancing operational efficiency
- Contributed to grassroots diversity initiatives, fostering a relationship-oriented and inclusive workplace, thereby enhancing overall employee well-being
- Educated customers on self-service options, promoting digital channels for added convenience.
Education
Post Graduate Diploma - Financial Planning Services and Financial Technology
Conestoga College
DEC 2023
Bachelor's Degree, B. A - Corporate Economics
Saintgits College of Applied Sciences
AUG 2021
Skills
- Investment Strategies
- MS Office Suite
- Navi Plan Software
- Financial Planning
- Sales & Marketing
- Credit
- Loan Products
- Digital Literacy
- Mutual Funds
- Retirement Planning
- Investment Products
- Client Engagement
- Regulatory Compliance
- Financial Analysis
- Portfolio Management
- LICENSES & CERTIFICATIONS
- Canadian Securities Course (2 Levels) by Canadian Securities Institute DEC 2023
- VOLUNTEER EXPERIENCE
- Bethel Christian Fellowship JUN 2023 - DEC 2023
- Youth Leader
- Led and organized youth meetings, overseeing diverse programs to promote engagement and
- Development
- Coordinated inclusive activities, facilitated discussions, and provided guidance to foster skills and
- Abilities
Timeline
Associate
Walmart
12.2022 - Current
Post Graduate Diploma - Financial Planning Services and Financial Technology
Conestoga College
Bachelor's Degree, B. A - Corporate Economics
Saintgits College of Applied Sciences
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