- Managed client portfolio, offering personalized support and assistance.- Analyzed daily market news and provided clients with clear market insights.- Educated clients on CFD trading and the company’s trading platform.- Offered strategic investment advice to optimize client portfolios.- Monitored accounts and implemented strategies to boost profitability.- Ensured effective client communication through phone, chat, and email.- Assisted with financial transactions and managed documentation.- Maintained knowledge of regulations and tax rates for accurate advice.- Developed strategies to increase client deposits and retention.- Balanced roles in sales, support, retention, and recovery to drive satisfaction and growth.

- Facilitated seamless loan application processes, ensuring accuracy and efficiency for clients.- Built strong relationships with lenders, boosting loan matching and client success rates.- Employed upselling strategies, driving additional revenue through magazine subscriptions.- Consistently surpassed sales targets, showcasing sales expertise and commitment.- Maintained detailed customer records, ensuring data integrity and effective follow-up.- Enhanced customer satisfaction through timely follow-ups and query resolution.- Stayed informed on product features and banking processes to deliver top-tier support.- Collaborated with team members to share best practices and elevate team performance.

-Completed a competitive written application and interview process to be selected from over 7500 applicants for an intensive 3-month Fellowship funded by Stanford University–Invested 150 hours in order to develop business skills (e.g., communication, leadership, problem-solving, teamwork, etc.) that will help me make a deeper impact on the job– Aided team members and other fellows in identifying the problem areas in projects and finding their solutions– Coordinated with a team of 7 members to discuss online courses, project work, and mega project

-Computer Proficiency: Performed HRIS activity on HR systems for various uses suchas applicant tracking, reviewing resumes, and handling confidential employeeinformation-Learned about the company’s HR policies, employee benefits, and other HR-relatedstuff to be able to respond to any internal staff inquiries.-Prepared Experience, Employment, Bank and Offer Letters.-Performed daily office tasks: filing, data entry, scanning and mailing.-Organized and set up interviews with 60 shortlisted candidates.-Conducted 20 exit interviews over the phone

- Transcribed 100+ calls daily, consistently meeting and exceeding performance targets.- Accurately documented interactions between agents and customers in an automobile dealership setting.- Maintained high attention to detail to ensure precise and reliable transcriptions.- Supported communication between clients and agents, contributing to effective customer service.- Worked under the parent company Call Rev U, delivering high-quality transcription services.