I am currently pursuing a post graduate Financial Planning program at Humber College and expected to graduate in April'23.An experienced individual with a demonstrated history of working in the financial services industry. I maintain a high level of integrity and can function with minimal supervision. I have a rich theoretical background in the field of business administration, my nomination on the NMIMS University's Dean's List serves as a testimonial for the same.
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Customer Experience AssociateScotiabank Jul 2023 - Jun 2024Toronto, Ontario, Canada -
Customer Service RepresentativeNestlé Nespresso Sa Nov 2022 - Jul 2023Toronto, Ontario, CanadaFocussing on the client experience and making interactions meaningful.Helping clients manage their accounts and products.Meeting the sales target by upselling to customers.Handling cash and credit transaction.Connecting clients to the right team members who can help them reach their goals. -
Team LeadBetter Jun 2021 - Apr 2022Handled internal and external client escalations for SLA breaches and prioritized loan pipeline along with managing a team of about 20-25 individual contributors, ensuring individual and team targets are met alongside streamlining the standard operating procedures to reduce churn and turnaround time. -
Subject Matter Expert/ Quality ControlBetter Apr 2021 - Jun 2021Cross trained analysts into new or existing processes, performed quality control on loan files processed by newly trained analysts, updated standard operating procedures in sync with Fannie Mae and Freddie Mac.
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AnalystBetter.Com Jun 2020 - Mar 2021Gurgaon, Haryana, IndiaAnalyzed client’s income, asset and credit documents. Communicated with the clients to get the required documentation for mortgage approval, recorded data into company software.
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Equity Research InternM/S Prashant J Patel Jan 2020 - Mar 2020Mumbai, Maharashtra, IndiaAssessed long term financial strength of stocks using Economy, Industry, Country framework and predicted a security's market trend.
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Content WriterKotak Mahindra Bank May 2019 - Jun 2019Mumbai, Maharashtra, IndiaCreated brief written content post - analysis of the bank’s financial product, wrote blogs on personal finance for the Kotak’s financial inclusion campaign. -
Business Development InternUrban Company Jan 2019 - Mar 2019Mumbai, Maharashtra, IndiaConvinced and onboarded beauty professional to the Urban Company platform, tracked their performance along with handling client side grievances.
Amol Batra , Csc Education Details
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Ontario Graduate Certificate In Financial Planning -
Delhi Public School Panipat City94.8% -
Merit
Frequently Asked Questions about Amol Batra , Csc
What is Amol Batra , Csc's role at the current company?
Amol Batra , Csc's current role is CSC Certified| CIP Candidate | CEA at Scotiabank | Aspiring Underwriter | Analytical Problem Solver | Committed to Advancing in Insurance.
What schools did Amol Batra , Csc attend?
Amol Batra , Csc attended Humber College, Svkm's Narsee Monjee Institute Of Management Studies (Nmims), Delhi Public School Panipat City, University Of Cambridge.
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