Poojan Doshi Email & Phone Number

Burlington, On, Ca

Toronto, Ontario, Canada

- Research and evaluate loan applicant's account status.- operate personal and non-personal accounts, and provide access to telephone banking services.- Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action- Review and update credit and loan files- Complete credit and loan documentation- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals.

North York, Ontario, Canada

- Interact with customers to take orders and provide information, ensuring a positive dining experience while demonstratingstrong communication and interpersonal skills.- Handled cash transactions and processed payments accurately, showcasing attention to detail and numerical proficiency.- Assisted the manager in daily operations, supervise staff, and handled customer complaints, utilized leadership and problem-solving skills.

North York, Ontario, Canada

- Led a high-performing team of 9, consistently meeting and exceeding customer needs and expectations.- Successfully resolved complex customer issues, and demonstrated strong problem-solving skills and an unwavering commitment tocustomer satisfaction.- Mentored and coached team members on effective communication and active listening skills, leading to a 9 increase in positivecustomer interactions.

Rajkot, Gujarat, India

- Managed client relationships, provided financial advice, and developed sales strategies, resulting in a $50000 revenue increase.- Managed multiple inbound/outbound client support channels (i.e. phones, email, live chats, in-person).- Launched a new sales initiative generating 30%in additional revenue and coordinated with multiple departments for seamless clientsupport.

Rajkot, Gujarat, India

- Exhibited curiosity, and commitment to ongoing updated learning on industry trends and client preferences.- Actively sought opportunities to anticipate and fulfill client needs, exceeding their expectations.- Demonstrated a genuine passion for creating exceptional client experiences, evident in proactive problem-solving and client-centricinitiatives.

Rajkot, Gujarat, India

- Conducted SWOT analyses on a project, providing strategic insights.- Assisted in client outreach by engaging with prospective clients through calls and emails to generate interest in mutual fund products.- Conducted market research and analyzed market trends to support the sales team in developing strategic sales pitches.

Business, Global Business Management, 3.3

Bachelor Of Business Administration - Bba, Finance And Financial Management Services, 3.3Gpa