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• Work closely with the internal department to resolve any matters or complaints• Process, and coordinate request to be sent out by mail or email• Occasionally responsible for training new associate

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• Managing relationships with back offices and producers at firms distributing Life insurance (day-to-day interaction)• Incoming telephone response to field inquiries.• Inbound/outbound phone and email communication regarding pending business.• Follow-up on all outstanding medical and non-medical requirements necessary to get applications underwritten and issued• Work with other team members to ensure a cohesive unit and consistent service• Handle other duties as assigned, help the team with work load

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• Disturbing mails, and couriers which have come to the department• Developing and maintaining the relationship with the other departments when relating to members information

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• Planning for team activities

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.