Rahul Dalvi Email & Phone Number

Canada

Greater Toronto Area, Canada

- Managing payment and refund processing for a high volume of 450-500 transactions monthly and generating 100-150 portfolios for refinancing and new mortgages, ensuring timely and accurate service delivery- Achieved a 30% improvement in ticket handling efficiency by managing over 50 tickets daily- Developing Standard Operating Procedures (SOPs), conducting monthly quality control, risk analysis, AML (Anti-Money Laundering) reporting, and training a 6-member team on daily payment processes and other operational tasks, boosting compliance and operational efficiency- Leading the development of AI systems for mail and cheque scanning and assisting in the digital transformation of operational processes to accelerate and streamline internal processes and provide seamless client services- Secured consistent recognition for exceptional performance, with monthly acknowledgments 9 times from the HEB management, demonstrating a sustained high level of performance

Greater Toronto Area, Canada

- Addressed all client requests and issues within one business day, resulting in a 98.73% positive feedback rating, showcasing exceptional responsiveness and customer satisfaction- Analyzed client feedback to identify areas for improvement and implemented solutions to enhance service delivery, driving continuous improvements in service quality- Collaborated with cross-functional teams to ensure seamless service and support for clients, facilitating effective coordination and problem-solving across departments

Greater Toronto Area, Ontario, Canada

- Managed and maintained comprehensive financial records for large-scale claims and expenses and prepared detailed financial reports for accounting and taxation- Managed budget for tours across North America, and coordinated logistics and scheduling for marketing events and promotional activities for ~50 events held by 4 production houses- Successfully identified growth opportunities and enhanced book and online merchandise sales, delivering a notable 23% increase in sales through strategic enhancements to the online presence- Maintained and updated marketing databases for more than 1000 individuals, ensuring accurate and up-to-date information for analysis and reporting

Toronto, Ontario, Canada

- Maintained and arranged for workplace inventory of office supplies and healthy refreshments and organized events for building team cohesion and promoting in-person engagement- Provided employee IDs and access cards to employees and clients, maintaining secure access to the facility- Conducted monthly health and safety assessments to ensure safe working environments, and arranged for appropriate event and meeting spaces, ensuring satisfactory fulfillment of team needs- Assisted in content management for the Future of Work (FoW) model by JLL, contributing to the development and implementation of innovative workplace strategies

Toronto, Ontario, Canada

- Collaborated with team members to develop and implement exceptional service strategies for improving customer engagement and relationships and upselling additional financial products- Efficiently managed 200-250 daily incoming calls, significantly influencing individual Key Performance Indicators (KPIs) and contributing to personal and team achievements- Maintained accurate transaction records, ensuring data integrity and facilitating effective follow-up

Mumbai Area, India

• Completed a 12-week internship program, gaining hands-on experience in real estate law and professional services•. Reviewed legal information, meticulously proofread documents, provided assistance on compliance projects, and conducted risk assessments.• Diligently scrutinized 30 to 40 legal documents such as agreements, MOUs, RFPs, and other relevant materials daily• Contributed to the preparation of legal documents and reports for internal stakeholders and clients• Conducted legal research and analysis on issues of property management and investment services

Postgraduate Diploma, Finance And Financial Management Services

Activities and Societies: Dean's Honor List

Postgraduate Degree, Financial Planning

Activities and Societies: Dean's Honor List

Master Of Commerce, Accounting And Finance

Activities and Societies: Participated in MBA School Competitions & College Events. Specially In Field Of Management & Financial Accounting.

Bachelor Of Law - Llb, Law

Activities and Societies: I dedicated my time to volunteering at legal aid events to support underprivileged individuals and took part.

Bachelor Of Commerce - Bcom, Commerce

Activities and Societies: I volunteered for the Blood Donation Campaign and camping to create awareness of donating blood in college..