-Technical Skills: Proficient in Microsoft Office, QuickBooks, Sage 50, Data entry, Financial Reporting, CRM and ERP-Soft Skills: Strong Communication & interpersonal Skills, Teamwork, Collaboration & Time Management-Analytical Skills: Market research & data Analysis, problem solving, Decision making & strategic planning-Management Skills: Leadership & team motivation, project & resource management, Budget Monitoring & Compliance-Customer service skills: Client relationship management, adaptable in fast paced environments
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ManagerKarm Imports Jan 2023 - PresentAvon, Massachusetts, United States-Oversee on time deliveries and manage inventory efficiently to meet customer demands and prevent stock issues. - identity new business opportunities and implement strategies to expand market presence and drive revenue growth. - Ensure full compliance with environmental regulations and industry standards, prompting sustainable practices. - generate comprehensive performance reports and present actionable insights to management for informed decision making. -
Investor Relations AssociateSs&C Technologies Jun 2021 - Jul 2022Mississauga, Ontario, Canada- Managed over 45 weekly inquiries from high net worth investors, institutional clients and third party partners providing timely and accurate financial solutions to meet their needs- Processed and reviewed subscription and transfer documents, meticulously verifying client credentials to ensure compliance with regulators standards, including know your customer (KYC) requirements. - Monitored and reconciled wire transfers, applying anti money laundering (AML) protocols to detect and prevent fraudulent activities, while ensuring data accuracy with client portals. -
Brand RepresentativePure Octane May 2019 - Jul 2019Mississauga, Ontario, Canada-Providing exceptional service for our valued customers.( door to door)-Collaborated with management team to analyze customer satisfaction levels-Achieved monthly and annual sales goals ensuring compliance with company projects.
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Tax PreparerLiberty Tax Service Dec 2018 - Apr 2019Burlington, Ontario, Canada-Cultivate rapport with customers, build customer personal relationships.-Effectively managed a high volume of inbound and outbound customer calls for filling taxes.-Managed accounting projects for the clients. -
CashierA&W Food Services Of Canada Inc. Feb 2016 - Jul 2016Brampton, Ontario, Canada-Managed cashier, front, stocking, inventory, and drive thru pickup orders.-Consistently provided friendly guest service and warm hospitality.-Maintained high standards of customer service with high- volume, fast paced operations.
Tejal Patel Education Details
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Business, Management, Marketing, And Related Support Services -
Advanced Diploma, Business Administration
Frequently Asked Questions about Tejal Patel
What company does Tejal Patel work for?
Tejal Patel works for Karm Imports
What is Tejal Patel's role at the current company?
Tejal Patel's current role is Investor Associate | Manager.
What schools did Tejal Patel attend?
Tejal Patel attended Quincy College, Humber College.
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Tejal Patel
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