Kunal Verma Email & Phone Number

Toronto, Ontario, Canada

• Develop a positive client experience by understanding and responding to clients’ enquiries quickly, professionally, and accurately.
• Provided exemplary customer service and recognized opportunities to proactively position products and services to meet the client’s needs better.
• Managing multiple inbound/outbound client support channels including phones, email, and live chats.
• Effectively and efficiently managed each client interaction from first contact to resolution.
• Received year-end annual bonus award totalling CAD 500 and numerous quality awards for achieving 90% on quality scores.
• Received extensive training on options, GICs, and Questwealth products.

Toronto, Ontario, Canada

• Analyze financial trades of consumer via Equifax and Transunion credit bureaus.
• Liaison directly with customers over the phone and assisted customers by providing debt consolidation solutions and loan repayment insurance.
• Assess the application of the loan applicant’s using a range of criteria including the purpose of application, credit viability, customer payment history and credit worthiness.
• Conducted market analysis, surveys and created marketing materials such as – letters, emails, and outbound call scripts to increase direct sales.
• Generated an excel database of direct customers for the organization.Technology Used: Talkdesk, Compass, Innovatec, Outlook, Microsoft Office

Regina, Saskatchewan, Canada

• Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual financial goals.
• Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
• Providing solutions and alternatives, including accounts and mid-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and.
• Helping to educate our members on the value of our products and services and strive to provide the most up-to-date and relevant financial information available.Technology Used: SAP, AS400, Coins, Outlook, Microsoft.

Regina, Saskatchewan, Canada

• Review investigate and adjudicate Canadian Health and Dental claims in accordance with policy contracts.
• Conduct telephone calls to health and dental service providers for incomplete claims information.
• Make accurate payment decisions according to adjudication guidelines. Technology Used: SAP, BEN, Optima, Cybrary, Microsoft Office

Regina, Saskatchewan, Canada

• Briefed citizen’s enquiries regarding program specific legislation.
• Examined claims and conveyed to citizens the procedures and services in layperson terms.
• Investigated with citizens to gather information, validate facts and discrepancies.
• Analyzed decisions with respect to eligibility and entitlement to benefits. Technology Used: CRM, PHOENIX, CRT, FTS, NWS, Microsoft Office

Regina, Saskatchewan, Canada

• Received 100% satisfaction rating post customer liaison through independent company surveys while efficiently interacting with 100 plus customers daily.
• Improved productivity by seeking ways to choose right product and appropriate service level for each customer, saving time, money, and effort.
• Earn customer loyalty by combining extensive product knowledge with good listening and analysis skills to provide honest, straightforward advice designed to perform well and satisfy customers.
• Estimated payments on loans based on the client’s eligibility by looking over the client’s credit report and budgeting their income to seek approval for borrowing needs.
• Recognized and complied with bank policy, laws, and regulations. Completed compliance trainings and adhering to internal procedures and controls. Technology Used: CRM, AS400, COINS, ECIF, EFORM, Mortgage & Debt.

Mississauga, Ontario

Business Administration - Finance

Bachelor Of Arts - Ba, Economics