Customer Service Manager

VISHAL THAKKAR

** ******* ***** *****, ********, ON L6V 4K4

CELL: 647-***-**** EMAIL: *******.******.*******@*****.*** SUMMARY OF QUALIFICATIONS

Over 7 years of experience in sales, telesales and relationship building

Expertise in providing exceptional customer service and processing requests in an efficient, accurate and friendly manner

Consistently met performance targets

Experience in fulfilling customer expectations while complying with policies, practices and procedures with various financial products

Enthusiastic team player who is willing to co-operate with teammates in order to achieve goals and objectives

Strong work ethics; exhibiting self-motivation, initiative, patience; adaptability and a responsible individual with excellent time management skills

Computer: MS Office (Word, Excel, Power Point) Internet and Email PROFESSIONAL EXPERIENCE

BUSINESS OPERATIONS MANAGER 2014 – 2016

Gepsi Consultancy, Ahmedabad, India

Provided exceptional customer service to increase business profitability

Resolved equity markets related inquiries and issues

Developed long- term relationships with clients by assisting and preparing their investment strategies

Acquired new customers who met product criteria through cross-referencing

Gained in depth knowledge of all available investment products and financial markets needed in finalizing customized proposals as per customer’s individual requirements

Won ‘Sales & Integrity contest’ by qualifying selling 1Crore (equivalent to approximately

$ 200,000 CAD) of Mutual Funds in two months.

ASSISTANT MANAGER (RETAIL BRANCH BROKING) 2013 - 2014 IIFL Ltd., Ahmedabad, India (indiainfoline.com)

Profiled customers and provided financial products to meet customer needs.

Planned and evaluated strategies to buy and sell stocks, bonds, commodities and foreign currencies for clients.

Build and maintained healthy business relations with high net worth clients, ensuring high customer satisfaction matrices

Achieved monthly and annual numbers as per set targets

Managed marketing and sales operations of Investment and Services for the branch achieving increased growth of 8-10% Quarterly

Won Best Branch Productivity Award in fourth quarter of 2013 VISHAL THAKKAR

CELL: 647-***-**** Page #2 EMAIL: *******.******.*******@*****.*** PROFESSIONAL EXPERIENCE CONTINUED..

ASSISTANT MANAGER ((RETAIL BRANCH BROKING) 2009 – 2013 Kotak Securities Ltd, Ahmedabad, India (kotaksecurities.com)

Identified and appointed channel partners / franchises to generate business

Implemented short- and long-range goals, objectives, policies, and operating procedures for the franchisee’s to grow revenue

Achieved sales targets in Equity broking, Insurance, Mutual Funds and Bonds.

Recognized as the best Assistant Manager for sales of Third Party distribution of Life Insurance in a Quarter

ASSISTANT ACCOUNTANT 2005 –2009

Pari Keshavlal Shivlal & Co., Ahmedabad, India

Maintained and audited companies financial records for errors, misinformation, fraud, and overspending

Reviewed the accuracy of accounts statements, bills, invoices prepared by accounting clerks

Maintained Bank reconciliation, posted and balanced by cross reference documents

Performed duties related to bookkeeping, preparation of government audits, taxes, and financial planning

EDUCATION & PROFESSIONAL DEVELOPMENT

CERTIFICATE IN CANADIAN SECURITIES COURSE TEST 1 BY CSI, CANADA PRESENTLY CERTIFICATE IN MUTUAL FUNDS MODULE, Association of Mutual Fund in India CERTIFICATE IN CAPITAL MARKET DEALERS MODULE, National Stock Exchange of India CERTIFICATE IN INVESTMENT ADVISOR, National Institute of Securities Market (India) BACHELOR OF COMMERCE (ACCOUNTANCY HONORS), Gujarat University, India

(Equivalent to Canadian Bachelor’s of Commerce, Assessed by WES Canada) REFERENCE AVAILABLE UPON REQUEST

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