Krupave Shah Email & Phone Number

Toronto, Ontario, Canada

- Coaching and supervising 12 direct reports in the billing department to understand the end-to-end lifecycle of the revenue process through bill to cash - Align billing teams to ensure coverage across offices and business lines such that the billers can provide concierge level service to our partners and their clients and deliver results consistent with.

Toronto, Ontario, Canada

• Working with senior level managers and partners to advise on invoicing clients to ensure Deloitte billing remains intact or negotiate projected billing planning – requiring strong relationship management and.
• Coordinate with leaders and senior management on how to continuously improve the billing and invoicing process to ensure sustainable growth while maintaining world-class client experience
• Analyze trending data to advise partners on aging invoicing opportunities or referring partners to the appropriate area of the business to resolve escalated concerns

Kitchener, Ontario, Canada

• Review and assess errors on financial trades – completing Letters of Indemnity to correct trade errors
• Joined committee and partnered with senior leadership and directors on improving diversity and inclusion within the organizationo Specifically focused on improving the firm’s approach towards retaining diverse talent
• Manage call center operations during peak periods and assist in queue on scheduled basis – review to locate trends on where additional support or new talent is required
• Communicate and educate advisors in regards to their errors and costs associated
• Work on ad-hoc projects to improve the resolution process and advisor experience

Kitchener, Ontario, Canada

• Assess and process financial trades compliantly and accurately with no errors
• Investigate and close case on off-book trades and incomplete/non-compliant trades
• Discuss rejected trades with advisors and fund company and correct the trade
• Assist call center queues on scheduled basis and provide analytical analysis on areas of improvement for management team
• Deliver exemplary service through friendly and professional communication

Kitchener, Ontario, Canada

• Develop and maintain high quality customer relationships whilst maintaining privacy, maintaining and growing new and existing business for the sales force
• Support Entrepreneurship Centre Manager in creating a dynamic work environment
• Plan and execute on business center marketing plan including but not limited to coordinating events – requiring daily communications with advisors, team leaders and other staff
• Building strategic relationships through data analysis of prospective clients and maintaining effective follow-up with prospects/referrals on any unsuccessful opportunities

Kitchener, Canada Area

• Develop and manage the service team by recruiting, training, coaching and recognizing employees
• Results focused by creating sales plans and also ensuring a client first experience is prevalent within the brancho Championed and integrated a foreign exchange center holding over 56 currencies and selling precious.
• Lead on the execution of the branch LEI (Legendary ‘Customer’ Experience Index) plan and support achievement of LEI objectives
• Foster a culture of diversity and inclusion within the branch
• Assist irate customers and participate in the negotiations and resolution where necessary while maintaining a high level of accuracy and professionalism
• Ensure staff are knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations

Richmond Hill, Ontario, Canada

• Provide exceptional customer service for clients in order to create a memorable banking experience and create lasting relationships to generate business
• Daily processing of transactions and administrative filing of those transactions
• Provide customers with advice on day to day and long term banking products and investments to generate volume and increase book of business through referrals
• Ensure that investment, mutual fund and account files were correctly processed and filed to ensure compliance with rules and regulations

Bachelor Of Arts (B.A.), Political Science And Government

Activities and Societies: UTSG Reds SoccerHonors BA Major: Equity Studies Minors: Political Science & English

Ossd

Activities and Societies: Varsity Soccer team Junior/Senior men's soccer captain

Associate'S Degree, Human Resources Management And Services