Customer Service representative

PARMINDER DHIMAN

*** ********** ******, ********, ** L6Y5V3 647-***-****

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CUSTOMER SERVICE REPRESENTATIVE

PROFILE

Over 3 years of qualitative sales and customer service experience

Organized and detail-oriented; strong understanding of procedures and logistics

Possess exceptional ability to build productive relationships

ACCOMPLISHMENTS

Achieved sales targets by reactivating dead accounts and generating new business

Demonstrated the ability to build strong relationships by retaining unsatisfied

existing clients with persuasive approach

Formulated processes, trained / guided the staff as well as clients

Accomplished the goal of completing the filing system before due date

LANGUAGES KNOWN

English, Punjabi, Hindi

WORK HISTORY

CSR Minacs Aug.2014 - to date

Handled escalations from clients and telesales representatives

Efficiently executed inbound and outbound calls

Performed data entry for punching in client information and call logs

Built client loyalty by placing follow-up to resolve issues

Investigated and resolved reported matters in a timely manner

Ensured accuracy and completeness in all customer interactions

CSR BMO Bank of Montreal Oct.2013 – Dec. 2013

Worked with CSRs to gain knowledge of the system and sales expectations

Helped Staff members in day to day banking operations

Retrieved transactions records documents related to court cases prior to due date

Evaluated and set goal to accomplish new filing system and reorganized the files

corresponding to the account status

Provided general administrative and clerical support including mailing, scanning,

faxing

PARMINDER DHIMAN

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117 Kimborough Hollow, Brampton, ON L6Y5V3 647-***-****

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Investment Manager Anagram Capital Ltd. 2008 –2010

Provided an exceptional experience for new and existing clients by identifying their

needs

Accurately captured and validated clients’ personal and financial information with

respect to applications

Effectively communicated information regarding company products, policies and

procedures ensuring pleasant experience to the clients

Resolved client service concerns in a professional and understanding manner

Proactively initiated phone calls to book appointments with clients to discuss their

needs and to offer financial solutions

Demonstrated a strong code of ethics while adhering to and protecting client

privacy

Planned business activities to meet monthly sales, service and referral targets

Investment Manager Tiger Investments 2007 –2008

Responded to queries thoroughly and professionally ensuring customer satisfactions

Educated new and existing clients about the products and services offered

Profiled each client thoroughly by identifying their needs and provided them with

suitable investments

Built monthly business layout to achieve the sales targets

Demonstrate a strong code of ethics while adhering to and protecting client privacy

Helped co-workers and clients troubleshoot the problems with the products

Relationship Manager India Bulls Securities 2007 –2007

Professionally upsell and cross sell products and services

Informed the clients about the products and services of the company and resolved

their queries

Assisted clients in their daily trades

Communicated to clients the transaction status and final reports at end of the day

ACADEMIC BACKGROUND

IFIC Canadian Securities Institute 2014

Foreign Trained Professional St. Gabriel Adult Learning 2013

Co-op Program Centre

MBA (Finance) Kurukshetra University 2005 – 2007

BSc (Statistics) Kurukshetra University 2002 – 2005

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