Preetha Narasimhan Email & Phone Number

Toronto, Ontario, Canada

Ontario, Canada

 Provide excellent customer service by connecting with them, building strong relationships and help them by addressing their problems. Assist in all the departments like: front counter, drive through etc., all the while being flexible and adapting to many changes. Collaborate with team members to complete orders. Achievement: Customer Care Champion for February 2022, doing whatever it takes to impress every customer and putting clients first above all.

Ahmedabad, Gujarat, India

During the internship, I was closely working with the staff and my mentors in various departments of Mutual funds investment, Insurance, Equity trading, and Analysis of companies. My job duties revolved around these concepts and also involved field visits to several customers and potential clients. Throughout the internship, I compiled and managed several KYC and regulatory forms needed for investment. I also performed basic technical duties like the generation of users' portfolio login details and communicating the updates to the users.Some of the achievements during the internship are that it helped me gain organizing skills as I used to sort all the files of past financial transactions, improved customer relations of the company through introducing better communication process and compiled many regulatory forms.

Global Business Management, Financial Planning And Services, 8.68 Cgpa With Dean’S List Honouree

Global Business Management curriculum would help me further my career by gaining additional knowledge, experience and acquire all.

Bachelor Of Business Administration, Finance, General, 8.98 Cgpa

Activities and Societies: Student Coordinator in many inter-level college events. Proud participant of Sangathan, a mega event involving.