Puneet Deo Email & Phone Number

Play a critical role in enabling the Client Success team to maintain and build upon its best-in-class technical support experience, and in aiding team members to reach their developmental goals.

Vancouver, British Columbia, Canada

Vancouver, Canada Area

Generated over $2 million in ancillary revenue by coordinating Data Import projects for over 100 financially regulated clients seeking to onboard historical electronic message data into Global Relay's Compliance Archive platformEnsure a strict chain of custody when handling sensitive client data; this process entails providing clients secure means of data transfer, performing stringent data reconciliation and quality assurance, obtaining final client authorization before data ingestion,… Show more Generated over $2 million in ancillary revenue by coordinating Data Import projects for over 100 financially regulated clients seeking to onboard historical electronic message data into Global Relay's Compliance Archive platformEnsure a strict chain of custody when handling sensitive client data; this process entails providing clients secure means of data transfer, performing stringent data reconciliation and quality assurance, obtaining final client authorization before data ingestion, and extensive project documentation using SalesforceMaintain and improve departmental efficiency by facilitating team meetings, training new team members, updating internal reference materials, overseeing case scheduling for the team’s backend technicians, and tracking the progress of all projects in the final stage of data ingestion Show less

Vancouver, Canada Area

As a Data Migration Specialist, I assisted regulated financial sector clients with managing their electronic message data in their Global Relay archives. This unique position spanned the areas of Technical Customer Support, Compliance and Project Management.- Served as a primary contact for over 500 clients undergoing litigation or SEC and FINRA audits. This included providing application support and product training, processing Data Extraction requests and securely delivering highly… Show more As a Data Migration Specialist, I assisted regulated financial sector clients with managing their electronic message data in their Global Relay archives. This unique position spanned the areas of Technical Customer Support, Compliance and Project Management.- Served as a primary contact for over 500 clients undergoing litigation or SEC and FINRA audits. This included providing application support and product training, processing Data Extraction requests and securely delivering highly sensitive data.- Provided guidance to clients on using Global Relay’s compliance solutions to meet internal and regulatory needs such as changing data retention policies, processing deletion requests and implementing legal holds to preserve data for litigation purposes.- Worked extensively with existing clients undergoing mergers or acquisitions to coordinate the migration of data between archives into a single database for ease of use and management. Show less

Richmond, Bc

Maximized client satisfaction by providing personalized service, accurately performing a wide array of financial transactions for personal/commercial clients, and resolving issues either at first point of contact or initiating investigations for complex matters while ensuring clients a swift turnaroundEnhanced client value by cross selling/upselling banking solutions such as account package upgrades, credit products and travel insurance, and by scouting clients with high investment… Show more Maximized client satisfaction by providing personalized service, accurately performing a wide array of financial transactions for personal/commercial clients, and resolving issues either at first point of contact or initiating investigations for complex matters while ensuring clients a swift turnaroundEnhanced client value by cross selling/upselling banking solutions such as account package upgrades, credit products and travel insurance, and by scouting clients with high investment potential and providing quality referrals to Financial Planners and Investment Specialists. Entrusted with performing the duties of Cash Custodian, which entail monitoring daily branch cash operations, forecasting, placing and receiving cash orders, replenishing/servicing ATMs and Dispensing Units, and completing end-of-day balance reconciliation. Show less

Vancouver, Canada Area

Increased traffic and engagement on BC Ferries’ social media channels by helping formulate, track and analyze two social campaigns, including a Twitter hashtag contest in partnership with Coca-Cola.Increased BC Ferries’ discretionary traffic by writing effective copy promoting BCF Vacations packages, featured on the monthly onBoard E-Newsletter and BC Ferries social media channels. Conducted in-depth social media audits for BC Ferries, TransLink and Westminster Savings… Show more Increased traffic and engagement on BC Ferries’ social media channels by helping formulate, track and analyze two social campaigns, including a Twitter hashtag contest in partnership with Coca-Cola.Increased BC Ferries’ discretionary traffic by writing effective copy promoting BCF Vacations packages, featured on the monthly onBoard E-Newsletter and BC Ferries social media channels. Conducted in-depth social media audits for BC Ferries, TransLink and Westminster Savings, evaluating each brand’s social media channels against best practices and providing content recommendations.Played a key role in the conceptualization of an app for BC Mental Health Services by presenting a thorough competitive overview, and recommendations for content and layout. Show less

Downtown Vancouver Flagship Store

Regularly exceeded sales targets through personalized customer service, providing comprehensive product knowledge, clienteling, and effectively merchandising brands. Demonstrated leadership and initiative by going beyond the scope of daily duties and problem solving without assistance from management. Often asked to train and supervise new hires.

Vancouver, Canada Area

Commerce, Marketing

European Summer Study Program

This program provided firsthand insight on the history, formation and current state of the European Union. Attended lectures held in major.