Jheel P. Email & Phone Number

- Serve as primary point of contact between the client and internal teams such as Sales, IT, and Business Development - Develop, manage, and maintain client relationships with proactive communication and analysis on account activity- Identify and monitor trends in client activity, changes in authority, red flags, paperwork discrepancies, and fraudulent.

Des Moines, Iowa, United States

- Processed transfer paperwork and letter of acceptances to mail or fax to other financial institutions- Completed follow-up calls to financial institutions for 1035 exchanges or rollovers- Entered data into the Quick3270-Lifesys main frame system- Acted as a liaison between the annuity new business case management team and other departments as needed- Job.

Des Moines, IA

- Created photo and video content for Deet’s social media to increase impressions- Hosted a Deetz marketing event- Successfully brought in about 50-60 new users and a few brand ambassadors to Deetz- Shared customer discovery insights with the Deetz CEO- Assisted in bringing in new businesses onto Deetz through social media marketing

West Des Moines, Iowa, United States

- Scheduled meetings with vendors- Constructed a calendar list of Total Rewards for UCS Healthcare employees- Posted open UCS Healthcare jobs positions in the Des Moines area- Generated reports on iSolved- Created 2021 UCS Healthcare Performance Appraisal Audits- Established CompAnalyst user guides and spreadsheets to compare UCS Healthcare position’s.

Iowa City, Iowa Area

- Answered incoming NiteRide calls and secured safe transportation for students- Conducted nightly building checks to identify maintenance or repair needs and to secure the facility- Recorded and submitted logs after every nightly building check- Trained other students on core job requirements

- Demonstrated excellent customer service skills with regular interactions- Accurately and efficiently processed sales transactions in a high-speed environment- Trained new employees on cash register functions- Assisted managers with other duties including stocking shelves, face/organized product/photo lab tasks, and answering customer’s questions

928 6th Ave, Des Moines, IA 50309

Worked with business partners on different projects and bring value back to them. Through this process attained National Institutes of Health (NIH) Office of Extramural Research certification on Protecting Human Research Participants, vision certification, and HIPAA trained by Des Moines University. Also, worked on projects with PBI (Prevent Blindness.

- Supervised 2-year-old's classroom- Wrote daily reports on each child for parents- Cleaned classroom by closing time

Bachelor Of Arts - Ba, Enterprise Leadership

Activities and Societies: Treasurer of Indian Student Alliance (ISA, 2019-2020), Society of Human Resource Management (SHRM, 2019-2021).

Education record

High School

Activities and Societies: National Honors Society, Band, Colorguard, and RAK (Random Acts of Kindness) Club