Kai Luthra Email & Phone Number

Toronto, Ontario, Canada

Aurora, Ontario, Canada

• Engaging with new and existing clients on a daily basis to better understand their short- and long-term financial goals.
• Assist clients to determine their expenses, income, insurance coverage, financial objectives, and risk tolerance to develop a financial plan.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Reviewing clients accounts and plans on a regular basis to ensure financial goals are being met in regards to economic or life changes.
• Managing and educating a portfolio of clients to ensure they understand how their money is being managed while meeting their financial goals.
• Provide guidance regarding registered and non-registered investments, mortgages, secured and unsecured loans, etc.

Oakville, Ontario, Canada

• Evaluate current services and outline areas for improvement, ensure meeting clinic standards, improve efficiency, lower costs;
• Product launch - plan the launch of new programs and manage the cross functional implementation of the plan; responsible for overseeing production and ensuring the quality and timeliness of project deliverable;
• Responsible for the identification of project risks and the development and implementation of the mitigations for these risks;
• Establish standard core project plans, documents, templates and project timelines across multiple functional departments; track and organize initiatives, assign timelines and meet deadlines;
• Ensure the smooth operation of year-round groups, workshops and webinars;
• Assist with event coordination and planning; attend clinic's events and interface with key media, stakeholders, and influencers;

Richmond Hill, Ontario, Canada

• Reviewed files, records, and other obtained documents to respond to customer requests.
• Assisted customers in making payments on accounts and setting up payment plans.
• Informed customers about billing procedures, processed payments and provided payment option setup assistance.
• Conducted CRM tasks to maintain quality assurance satisfaction levels.
• Upheld strict quality control policies and procedures during customer interactions.
• Managed high-volume of inbound and outbound customer calls.

Richmond Hill, Ontario, Canada

• Worked individually within a team to produce food related outcomes.
• Enforced staff performance and service standards to deliver consistent and positive customer experiences.
• Followed WHMIS and hygiene-related producers to work efficiently.
• Updated displays, cases, and other customer-facing areas to increase sales of special items.
• Maximized food quality by closely monitoring shipments, preparation, and food handling by team members.
• Monitored inventory and promptly reported food items requiring reorder.

Honours Bachelor Of Commerce, Business Management

Human Resources