GURINDERJIT KAUR

Cell: 204-***-**** Email: ac7vt2@r.postjobfree.com

A professional looking for a challenging opportunity, visualizing multi-disciplinary skill of management in a dynamic environment. With the utilization of prime management expertise, ready to help an organization meet company goals and project objectives.

SNAPSHOT

A quick learner with abilities to work independently and in a team environment at minimal supervision or direction.

Excellent collaboration of communication, presentation, decision-making, multitasker & problem solving skills even under pressure.

Strong organizing, planning and coordinating skills.

Friendly disposition and adoptable nature.

Diplomatic yet assertive.

Possess a keen eye for detail in a given task.

Well proficient in recognizing situation’s need and provides required solution quickly.

Excellent organizational and time management skills with the ability to quickly adapt to ever-changing priorities/time restrictions.

Excellent typing skills and comfortable in using Microsoft Office.

WORK EXPERIENCE

OSL Wireless April 2015-Present

Customer Service & Sales Associate

Duties:

Processes credit checks for the customers.

Achieve monthly targets in a team/individually.

Receive, inspect and verify incoming inventory against invoices or other documents, record shortages and reject damaged inventory

Maintain internal, manual or computerized record-keeping systems

Deals with customer complaints regarding any technical issues (i.e. network hurdles, etc.) and provides them suitable solutions to resolve the problems.

Coordinates with multiple leading cell phone providers such as Bell, Virgin Mobile, Lucky Mobile etc.

Prepares brief report of Cash Balances, Sales Invoices, Returns, Lost or damaged products reports, month/quarter/year end closing reports and Claims at the end of the week, month, quarter and year; processes cash and debit/credit payments, record all these transactions in MS-Excel on daily basis.

Train new employees, look for the performance from time to time.

Assess clients' needs and resources and recommend the appropriate goods or services.

Mogo Finance Technology February 2018-Present

Account Manager

Duties:

A collections based role in a high performance and KPI/target based Call Centre.

Apply an exceptional customer experience approach to collections and effectively negotiate solutions to achieve the best possible outcome for Mogo and our customers.

Promptly respond to any inquiries that arise and diffuse any situation, turning potentially negative experiences into positive ones. Ensure all credit and collections issues are resolved and maintained according to targeted deadlines.

Develop and nurture strong customer relationships, through exceptional customer service and financial fitness education.

Demonstrate compassion and empathy toward customers to be able to hear their story and help with the most appropriate sale of our financial services based on individual needs.

Manage collections activities for all past due financial accounts, maintaining an impeccable level of service. Ensure all credit and collections issues are resolved and maintained according to targeted deadlines.

Develop and nurture strong customer relationships, through exceptional customer service and financial fitness education.

Ensure transactions are processed in accordance with internal rules, auditing, and reconciling daily loan transactions via EMT/EFT (strong emphasis on Quality Assurance and Compliance)

Perform wide variety of tasks such as: processing loan payment transactions, performing payment verification, analysis & review transactions.

Suggest and implement successful business improvement or growth strategies at the organizational level.

PAST WORK EXPERIENCE

Insurance Council of Manitoba Sep 2017 – January 2018

Licensing Clerk/Receptionist/Examination Coordinator

Duties:

Respond to general licensing inquiries in a timely fashion, taking the lead in first response to all basic licensing renewal during renewal period.

Provide backup to receptionist on daily basis which includes answering phones, inputting application data and assistance with weekly examination set-up.

Analyse and process licensing terminations and prepare close file letters.

Complete upgrade requests at direction of a Licensing Officer.

Recognize and escalate complex licensing inquiries and/or issues to the Manager of Licensing.

Complete daily filing, mail and courier processing.

Prepare boardroom for meetings as directed, including set-up and clean-up.

Assist licensing officers in examination grading process.

Maintain confidential client files according to Insurance Council of Manitoba policies.

Assist with the completion of licensing or compliance projects, including annual audits, in a timely fashion at the direction of the Manager.

Perform word processing duties as required, including proof-reading and typing correspondence and forms for licensing and management staff.

Perform other duties at the direction of the Manager, Licensing & Administration.

Assante Wealth Management Nov 2016 – Sep 2017

Financial Administrative Assistant at Assante Wealth Management.

Duties:

Work closely with advisors providing sales support, client service, financial situations and administrative duties to contribute to the success of the practice

Strategically work with advisors to prepare for client meetings and follow-ups with the objective of business growth.

Helps advisor in processing and execute all investment and insurance transactions and paperwork with a high degree of accuracy.

Review and prepare financial (deposits, switches, transfers, redemptions, etc.) and non-financial (change of beneficiary, banking, address, name, etc.) change request documentation

Review existing client files and identify new opportunities with the advisor

Maintain and improve efficient administrative processes and systems for processing, client data collection and file maintenance to support financial planning and sales activities

Focus on accuracy, organization and ease of access to information across all team members

Communicate concisely and efficiently with all stakeholders (advisors, para-planners, clients, back office, product suppliers, etc.) to advance understanding, complete tasks and resolve issues as quickly as possible

Interact positively and professionally with clients while proactively anticipating and meeting clients’ financial needs and questions

Provide excellent service and support to all stakeholders

Update calendars for the Managing Director, Principal and Associates.

Publishers Clearing House, Canada November 2015 - Nov 2016

Technical Services/Collections Agent at Publishers Clearing House-Skybridge Americas (PCH).

Duties:

A collections based role in a high performance and KPI/target based Call Centre.

Apply an exceptional customer experience approach to collections and effectively negotiate solutions to achieve the best possible outcome for Mogo and our customers.

Promptly respond to any inquiries that arise and diffuse any situation, turning potentially negative experiences into positive ones.

Manages customer accounts e.g. processes payments via cards, cheques etc.

Reviews client’s PCH account statements and works on audits to ensure quality of work.

Organizes claims reports for payments, reports about issued discounts, submits trend reports to eliminate reoccurring of same mistakes and recommends developments.

Keeps client’s personal information (such as credit cards, personal accounts with PCH, etc.) confidential.

Achieves high level of customer fulfilment through demonstration of effective enquiry response and problem resolving schemes.

Assisted information flow between customer service, account management operations, quality assurance, training, and other departments to guarantee care centre objectives were met.

Deal with any technical issues regarding official website or devices of Publishers Clearing House (www.pch.com).

Records are kept using MS-Word, MS-Excel, Spreadsheets etc.

Distribute and sort company mail for other agents.

The Source, Polo Park & Unicity September 2014-Jan 2015

Sales Associate

Duties:

Trained new employees when needed.

Performed customer’s credit evaluations and promised to keep personal information confidential.

Provided excellent customer service and problem solving skills.

Required to meet given weekly sales goals of the team.

Prepared cash balances and other daily reports at the end of the day.

Stocked the merchandises in its specific location.

Helped people regarding technical issues with TV Satellites, cell phones, etc.

Red River College: May 2014-April 2015

Peer tutor at Red River College, Winnipeg for Accounting, Statistics and Financial Mathematics.

Duties:

Coached financial accounting and statistic subjects.

Ensured good results of the students under the program.

Monitored school performance of the respective students.

Knowledgeable in rules and regulations of investments, insurance etc.

VOLUNTEER EXPERIENCE

Office Administrator (Intern) at Ratna Fehr Industries Nov 2016-Jan 2018

Turban Pride Event 2015

Turban Pride Event 2014

EDUCATION

Graduated in Business Administration Program – Major in Financial Services (Accounting)

Red River College – Winnipeg Graduated June 2015

TRAINING

Communication Skills (English)

Microsoft Office (word, excel, PowerPoint, outlook)

Fluent in English, Punjabi and Hindi (Writing and speaking).

Contact this candidate