NAVIN MIRCHANDANI
Pickering, Ontario Canada L*W *T1
*****.***@*****.***
OBJECTIVE
With more than 5 years of experience in the banking field, my time at Santander Bank and previously at ING has equipped me with experience and strong proficiency in coordinating and managing clients' portfolios. My mission is to support sustainable growth and innovation in the banking field, as well as to continue demonstrating exceptional sales expertise, significantly enhancing client satisfaction and financial outcomes. SKILLS
Technology Skills: CRM (Sales Force, Sap, Microsoft Suite).
Working Skills: Portfolio Management, B2B, Customer Service, Multitasking, Detail and Result Oriented. Team Leader,Market Research, Identify Needs.
Personal Skills: Analytical Thinking, Fast Learner, Positive Attitude, Active Listening.
Languages: English, Spanish, Hindi.
WORK EXPERIENCE
Hybrid Financial, Toronto, Ontario Canada
Account Specialist
09/2024 - 12/2024
Created and implemented a client on boarding program that included personalized financial product demonstrations. The program improved initial product comprehension scores by 30% within the first month. Calling on average 150 calls/day. Banco Santander ING for Servinform, Madrid, Spain Financial Product Advisor.
04/2019 - 06/2024
Facilitated one-on-one consultations with clients, clarifying financial product details and addressing concerns; achieved a 95% satisfaction rate in post-consultation surveys, reflecting enhanced client trust and loyalty.
Increased sales by 25% through expert product knowledge and advisory skills
Streamlined client communication by managing interactions through four platforms: phone, video calls, WhatsApp, and email. Achieved a response time of under 2 hours for urgent inquiries while maintaining high engagement levels.Maintained 98% customer retention rate during lock down. Vodafone, Lowi for Arvato, Madrid, Spain
Call Center Agent.
10/2018 - 04/2019
Delivering and maintaining excellent account and incident management. Meridian Grand, London, United Kingdom
Operations Manager.
06/2018 - 11/2018
Hospitality industry, Leading an in-house team of 10 people and managing events for up to 2000 people. Ipsa Pharmacy, London United Kingdom
Financial Analyst.
08/2017 - 06/2018
Analyzing financial data, forecasting trends, and advising on investment decisions. EDUCATION
Universidad de La Laguna Tenerife, Spain 2010 - 2014 Bachelor's Degree in Business Administration
LICENSES AND CERTIFICATIONS
Canadian Securities Course (on going).
MiFID II - Financial European Designation.
LCCI - Mortagage, Loans & Credit European Designation.
European Insuarance Certification.