Data Entry Customer Service

PROFILE AND SKILLS

More than three years experience as a Customer Service Representative/receptionist.

Proficient in Microsoft Office application in business: Microsoft Word, Excel, Access, PowerPoint, Publisher and Data entry skills.

Familiar with accounting concepts and policies.

Professional verbal, written communication skills acquired through work and academic training.

Possess Time management skills and able to prioritize and work under tight deadlines.

Analytical skills to write and conduct business proposal and formal reports implemented various projects in college.

Possess problem solving skills and Leadership skills in projects and at work place.

Familiar with data analysis tools and techniques, database concepts.

Skilled at listening and understanding the needs of customers and people of different ethnic, cultural and professional backgrounds.

Languages – Proficiency in English, Punjabi, Hindi and learning French.

EDUCATION

Postgraduate Diploma in Financial Planning and Wealth Management, Lambton College, Toronto.

Specialties:Accounting, Canadian Securities Course, Marketing Essentials, Business Communication, Principle of Economics, Customer Relationship Management, Investment Funds in Canada

Bachelor of Commerce (Honors), Apeejay College of Fine Arts, Punjab, India.

PROJECTS

1. Project of group benefits of HVAC Contractors prospecting process and Golf Tournament Project under co-op of Investors group which involved communicating with prospects, providing knowledge about financial products.

2. Development of financial plan where the income, expenditure, future needs were accessed using data entry,excel and internet skills.

3. Worked with consultant regarding selling of financial products where assessment of client’s current situation and suggested various insurance products considering their present and future condition in mind was made using telephonic and face to face methods.

4. Project of promotion of consultant marketing through online sources including facebook page and LinkedIn.

All these projects provided profound knowledge and growth of various soft skills such as Communication, Leadership, Time and Team Management, Motivation, Planning at individual and organisational level.

WORK HISTORY

Co-op as a Consultant Assistant in Investors group, Brampton Branch May- Present

Handled incoming and outgoing phone calls with clients and transferring same to supervisors.

Performed clerical tasks including complying data, data entry, photocopying, filing, registrations

Helped in preparing and reviewing daily reports, clients’ correspondence and took ownership in Golf Tournament Project work.

Helped as an Assistant in service of clients’ general day to day requests.

Helped in documenting client’s files and information upto date.

Helped in preparing portfolio management proposals.

Reviewed Investment Portfolio performance and reviewing recommendations.

Maintained various files related to clients information and performed all other duties assigned by consultants.

Helped in building strong relationship with clients and scheduling their monthly meetings with consultants.

Participated in various presentations and actively attended all the meeting with clients and with major insurance companies.

Process and follow up on security transactions and transfers.

Quote calculations and completing KYC documents, worked efficiently and effectively with clients sensitive and confidential information.

Security Officer (Securitas) January 2016- Present (Part time)

Concierge position including documentation of activities to ensure the smooth transition using effective oral and written communication skills, using MS Excel, MS Word, Outlook, Report writing tools and possessing professional telephone experience.

Proficiency in Couriers log information and contractors sign in records.

Worked with many supervisors effectively and efficiently, as per their directions.

Positive attitude and possess skills in maintaining positive relation with customers and management at same time using face to face and telephonic conversation.

Successfully completed courses of CPR,WHMIS, AODA, First AID and 15 online courses of training and development of skills to ensure adaptability, flexibility in work environment.

Proficiency in preparing reports using incident and perspective report skills.

References on request.

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