Dimple Parmar Email & Phone Number

Toronto, Ontario, Canada

Perform cash transactions for clients by directing funds based on instructions from clients or their agents, research and report on account overdrafts in client accounts and analyses daily cash flow activities by reconciling security and cash balances while ensuring deadlines are met. -Report account activity for clients by preparing timely and accurate standard and specialized financial statements and reports. -Develop and maintain strong internal and external client relationships by resolving less complex problems and meets deadlines and answers enquiries from clients and their agents regarding account activity. -Maintain and update source documentation and related information by assisting in implementing procedural improvements and system enhancements.

Brantford, Ontario, Canada

• Assist with customer service calls and contact customers about their accounts• Negotiate payment terms and methods using critical thinking skills and thorough questioning to overcome objections• Ensures adherence to established procedures and policies• Pleasant and professional manner• Maintain a clean and safe work environment• Ensure that objectives/targets are met

Kitchener, Ontario, Canada

Ahmedabad, Gujarat, India

• Process accounts receivable and payables.• Accounts analysis and reconciliation.• Verify receipts, income tax returns, financial statements, ledgers, and other documents pertaining to finances within an Organization.• File income tax returns• Track and record inventories• Ensure corporations are complying with the Canadian Tax Act• Develop reporting standards for future use within the Organization.• Prepare audit reports• Work with or supervise other Auditors or Junior Accountants• Prepare financial documents for the government, the Organization or other governing bodies• Provide tax consultation services to clients

Pune, Maharashtra, India

Investigate and update client account ,resolve queries related to account.• Collaborate with onshore team to work on client account as per given instructions.• Payment disbursement for client and make amendments if required.• Record and maintain data on timely basis like weekly/monthly and daily basis• Research and analysis to be done on client profile and work on daily payment and accountreconciliations.• Process incoming payments and withdraw funds from client account.• Prioritised excellent client service by responding to requests, assisting with productselection, and handling ordering functions.• Closely observe the cash movements for client account, escalate suspicious activity if any. • Provide world class client service delivery to valued clients.• Perform daily cash or equity transfers as per client’s instructions.• Propose new ideas to clients to add a business value.• Supervised meetings proactively and positively to rapid change.• Processed 350+ payments in trade settlements in a day accurately while currency cut offaccurately. • Work closely with team in multiple tasks to execute deliverables on time.

Pune, Maharashtra, India

• Attend Inbound-outbound calls, understanding customers problems and get resolution to the same via call, emails. • Give solutions to the general issues and upsell the other products as well.• Team management – make the work done by the team and achieve targets.• Provide best services to customers by proper verification of data both internally and externally.• Escalate the complaints and report fraud calls to the organisation.• Keep updating the team about the pros and cons of the solution given to the customers and come out with different for easy and fast resolutions.• Fulfilling customer expectations and customer services and resolving at the same time.

Strategic Global Business Management

Post Graduation Diploma, Banking And Financial Support Services, 80%

Bachelor Of Commerce - Bcom, Business Administration And Management, General