Service Representative Financial

NICKETA YADAV

SCARBOROUGH, ON M*M*R*, ***********@*****.***, Ph: 437-***-****

Summary

A Business professional recently graduated in Financial Planning at Centennial College, currently looking for Full time opportunity.

Skills

•Highly proficient in MS Outlook, MS Office, Pivot tables, Excel, Spreadsheet, v-lookups.

•Excellent communication skills, written and verbal.

•Knowledge of Financial Advice, Financial Accounting, Managerial Accounting, Canadian Financial Products and Investment Planning.

•Previous experience in administrative support, data management, files management and documentation.

•Currently pursuing Canadian Securities Course.

•IFSE LLQP certified.

•CIFP Risk Management and Estate Planning Certified.

•CIFP Retirement Planning Certified.

Professional Experience

Purolator Present

Data Entry Clerk

Identify the problem of shipment (package) and solve it by doing research.

Enter the data according to problem and the solution.

Call receiver or shipper for to verify the details.

Look for the damages and build a report accordingly.

Manpower (Toronto transit commission). January 2020- currently

Customer Service Representative

•Respond to the enquires customers to make sure they reach at correct place.

•Execute the assign work from the lead to provide ease service to the customers.

•Develop and maintain relationships with customers.

ICICI Prudential Ltd. June 2018 (trained)

Unit Manager

•Guiding agents who work and expand the knowledge to resolve the requirements of clients.

•Provide professional financial advice to clients on their investments, ensuring great customer service and experience.

•Opened new accounts, attracted new customers, resolved client’s inquiries and worked closely with other finance professionals.

Prepared financial plans for the clients to meet their long-term retirement plans.

Education

Centennial college, Toronto January 2020 – August 2020

Financial planning

1.Integrate economic and personal information necessary for effective financial planning decisions.

2.Compare, contrast and select financial products and services, investment planning and counselling services for clients, while adhering to industry standards.

3.Effectively market financial services to clients to renew and gain new business.

4.Recognize potential tax and legal implications within a financial planning situation.

5.Integrate ethical decision-making processes into all aspects of the financial planning profession.

6.Successfully adhere to financial planning principles and industry standards

7.Manually and electronically prepare accurate and relevant financial plans.

Centennial college, Toronto May 2019 - December 2019

Strategic Management-Accounting

1.Conduct an environmental scan to evaluate the impact of world issues on an organization.

2.Evaluate and present managerial strategies to support an organization business decision-making.

3.Manage the preparation of documents and the application of procedures to support the movement of products and services in the organization.

4.Evaluate the impact of statutory and regulatory compliance through business law.

5.Develop and implement strategies after doing the auditing to see effectiveness within various departments of organisation.

University of Delhi May 2018

Bachelor of Commerce

Certifications

Canadian Securities Course (Ongoing).

CIFP- Risk Management and Estate Planning Certificate.

CIFP- Retirement Planning Certificate.

IFSE-LLQP certificate.

IFSE- Canadian Investment Fund Course (Ongoing)

Contact this candidate