Setu Patel Email & Phone Number

Toronto, Ontario, Canada

• Worked closely with senior managers and legal team on time sensitive project to provide information for more than 50 tickets from 1970’s to 2010.• Plan, organize and execute independent work for audit and consulting projects to ensure timely completion • Facilitate thorough reviews and examinations of financial documents, providing necessary support and clarification to external auditors.• Coordinate with treasury and banking for undelivered cheques and rectify misprinted cheques.• Facilitate cross-training and mentorship initiatives within the team to enhance skill sets and foster professional development.• Demonstrate a commitment to accuracy and transparency, actively addressing any discrepancies or areas of concerns. • Guarantee adherence to service level agreement by ensuring the timely competition of claims processing. • Execute assigned test plans and ensure sufficient evidence is captured to support audit findings in order to communicate the full scope of test results to senior audit management.

Halifax, Nova Scotia, Canada

• Handled up to 50 inbound calls daily, addressing a wide range of customer queries and concerns, from policy adjustments to pricing and renewals.• Successfully negotiated policy renewals with customers considering leaving Admiral, while upselling additional products and services to enhance customer satisfaction and drive revenue.• Delivered outstanding customer service by building strong relationships, listening to customer needs, and offering tailored solutions, resulting in improved customer retention rates.

Halifax, Nova Scotia, Canada

• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple and fast.• Promoted and sold a range of bank products, including bank accounts, credit cards achieving increase in product sales.

London, Ontario, Canada

• Delivered exceptional customer service by assessing and addressing wireless needs, recommending mobile plans and devices.• Achieved sales targets consistently through effective promotion of Freedom Mobile’s plans and accessories.• Managed transactions, operated cash registers, and balanced cash drawers with accuracy.• Maintained store appearance and collaborated with the team to drive sales and meet goals.

Postgraduate Degree, Computer And Information Systems Security/Information Assurance

Information Security Management

Postgraduate Degree, Computer Software Technology/Technician

Software & Information System Testing

Postgraduate Degree, Finance And Financial Management Services

Bachelor'S Degree, Computer Science