Hetal P. Email & Phone Number

• Run daily reports and email reports to management team
• Assist in tracking and reporting daily progress to the management team
• Assign and coordinator work task to the team
• Maintain an established work schedule within 24-48 hrs supports
• Manage incoming request within agreed parameters, dealing with and owning the enquiry
• Manage client queries and complaints ensuring a win win solution

Montreal, Quebec, Canada

• Understand and use appropriate methods of communication when dealing with clients by phone vs. e-mail
• Manage and organize daily tasks to effectively to achieve productivity metrics
• Scan through application for Life insurance policy
• Submit Term Life and Universal Life application
• Handle medical reports with external company
• Inquire for medical follow up

Edmonton, Canada Area

• Assisting the members’ financial needs with loan, credit card, account inquiries, investment,
• Responding to e-mails, telephone call with members, and internal staffs
• Maintaining communication with all the members, and team members daily, and attend weekly meeting
• Completing target goals before the team deadline for team activities
• Implementing step-by-step troubleshooting process
• Providing day to day administration support such as: ordering request for members, photocopying, scanning, and preparing documentation to be sent out for transfer

Toronto, Canada Area

• Being the first contact with the clients
• Assisting clients in explaining how Tangerine works
• Explaining the features, and benefits of online/mobile banking
• Guiding clients how to set up their accounts
• Assisting with inquiries from new and existing clients

Toronto, Canada Area

• Assisting clients with financial needs
• Responding to telephone calls
• Completing target goals
• Attending meeting, preparing for meeting minutes
• Completing transfer request to be sent out
• 6 months on a project for creating a new search engine

Montreal, Canada Area

• Informing the clients about their late payments to their account.
• Inquiring why the payments have not been done on time and what would be the reason for late payments
• Changing account information, doing direct payments and also negotiating payment

Montreal, Canada Area

• Greeting new clients to BMO.
• Informing about the products, and service which are offered to them
• Informing about the account situation.
• Explaining the benefits of the air miles rewards plan.