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.•Provided technical support to clients on Questrade’s various trading software platforms.•Received ongoing training on Questrade’s products, services, programs, policies, and procedures.Technology Used: Salesforce, Gensys, Qoffice, IQM, Google Suite, IQ Broadridge

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 existing needs of our members.• 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 Office

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 Consolidation Tools, Microsoft Office

Mississauga, Ontario

Business Administration - Finance

Bachelor Of Arts - Ba, Economics