Swati swati
Highly motivated and knowledgeable MBA graduate in Banking and Insurance,
dedicated to delivering exceptional customer experience in the banking and insurance industry. Seeking a full-time position to leverage my expertise to provide clients with tailored financial or insurance solutions.
adz9vo@r.postjobfree.com
EXPERIENCE
Pilkey Financial Solutions Corp/Custom Group Services, Sarnia — Sun Life Co-Op Assistant Advisor
May 2023 - August 2023
● Supported advisors in booking and participating in client meetings.
● Participated in marketing strategies to reach new prospective clients.
● Created and posted video content on insurance products on Instagram.
● Provided new financial information on topics like FHSA, TFSA, RRSP and many more.
Best Buy, Sarnia - Omni - Specialist
April 2023 - Present
● Provided excellent customer service by greeting customers, assisting with product selection, and resolving any issues or concerns.
● Utilized effective communication skills to inform customers of promotions, exclusive deals, and new product offerings.
● Participated in training and development programs to improve product knowledge and sales skills.
● Upheld all company policies and procedures, including safety protocols and inventory management guidelines.
● Dealing in cash reconciliation and building membership H&M, Sarnia — Sales Associate
September 2022 - Present
● Building membership and educating customers regarding vouchers and discounts.
● Boosted sales by discovering customer needs.
● Ensured that customers left the store smiling by managing complaints and resolving them to the satisfaction of the customer and by providing a seamless and hassle-free return process.
● Demonstrated a commitment to cleanliness and safety by cleaning up cash registers and surrounding area daily during close, ensuring a clean and tidy store for the next day.
SKILLS
Knowledge of international
business.
Customer Service
Effective Communication
Marketing
Direct Sales
Teamwork
Banking
Insurance
AWARDS
$3,000 Lambton Scholarship
Best Speaker Award
LANGUAGES
English
Hindi
Punjabi
Certifications
Microsoft Office Specialist
M&A Analyst
NCFM Certificate
Strategic Management
Certificate
WHSA
● Help in cash management and counting tills.
Lovely Professional University, Punjab, India - Senior Assistant
March 2019 - August 2019
● Communicate clearly and professionally.
● Ensured smooth and efficient handling of calls.
● Resolve customer inquiries and complaints, achieving a 95% satisfaction rating.
● Avoid including irrelevant information and stay truthful in the description of various courses.
HDFC Bank, Location — Customer Experience Executive January 2018 - April 2018
● Focusing on building strong customer relationships and loyalty programs.
● Collaborating with different departments such as marketing, sales, and finance, and ensuring consistent customer experience.
● Implement continuous improvement initiatives to enhance the customer experience.
● Addressing and resolving escalated customer issues with tact and empathy, ensuring customer retention.
EDUCATION
International Business Diploma, Lambton College
Jan 2022 - Aug 2023
Learned business foundations, including marketing, accounting, computer applications, business principles and ethics, while gaining specialized global business knowledge, supply change, international trade, and communications skills.
Masters of Business Administration in Banking and
Insurance, Lovely Professional University
June 2016 - August 2018
Learned the fundamental concepts of management with specialised training in subjects for example International Banking and Insurance, Risk Management, Operational Research, organsational Behavior, Investment Banking. COMMUNITY VOLUNTEERING EXPERIENCE
Custom group services, https://www.instagram.com/customgroup1/- Content Creator April 2023– August 2023
● Consulted hundreds of international students on their journey from India to Canada to ensure a smooth transitional experience.
● Post various videos on Insurance products and immigration services
● Provide Intellectual information on new financial topics like FHSA, TFSA, RRSP, and many more.