Simran Mehta Email and Phone Number
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Simran Mehta personal email
Simran Mehta is a Client Experience Specialist at Canada Life, with a strong foundation in investments and financial services. With a Business Administration in Accounting & Finance background from George Brown College, Toronto Simran brings extensive experience in banking, investment optimization, and client relationship management. Formerly a Financial Advisor at CIBC, he excelled in mortgage retention and retirement planning, consistently surpassing client expectations and driving performance.At Canada Life, Simran focuses on enhancing the client experience through personalized investment solutions, leveraging his deep financial industry knowledge. He is highly proficient in productivity tools like MS Excel, PowerPoint, QuickBooks, and CRM platforms, using them to streamline workflows and foster effective team collaboration.Simran is passionate about delivering exceptional service, continuously expanding his expertise, and contributing to the success of his team and organization.
Canada Life
View- Website:
- canadalife.com
- Employees:
- 9057
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Client Experience SpecialistCanada Life Feb 2024 - PresentCalgary, Alberta, Canada- Support an advisor in managing complex client inquiries and resolving issues for ultra-high-net-worth clients, ensuring a seamless onboarding experience that fosters trust and satisfaction.- Assist in developing and maintaining strong relationships with ultra-high-net-worth individuals, aligning tailored financial solutions with their unique needs and objectives.- Facilitate high-level client interactions, reflecting Canada Life’s core values and demonstrating expertise in investment… Show more - Support an advisor in managing complex client inquiries and resolving issues for ultra-high-net-worth clients, ensuring a seamless onboarding experience that fosters trust and satisfaction.- Assist in developing and maintaining strong relationships with ultra-high-net-worth individuals, aligning tailored financial solutions with their unique needs and objectives.- Facilitate high-level client interactions, reflecting Canada Life’s core values and demonstrating expertise in investment services for affluent clientele. Show less -
Financial AdvisorCibc Apr 2022 - Feb 2024Calgary, Alberta, Canada-Proven track record in mortgage retention, exceeding client expectations through strategic refinancing solutions. A dedicated professional with a strong commitment to securing the best terms for clients' financial goals.-Experienced mutual fund specialist with a history of optimizing portfolios for clients. Demonstrated success in delivering strong returns through meticulous research and strategic investment decisions.-Met with clients to discuss assets, expenses, and long-term and… Show more -Proven track record in mortgage retention, exceeding client expectations through strategic refinancing solutions. A dedicated professional with a strong commitment to securing the best terms for clients' financial goals.-Experienced mutual fund specialist with a history of optimizing portfolios for clients. Demonstrated success in delivering strong returns through meticulous research and strategic investment decisions.-Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.-Accomplished retirement planning expert, adept at crafting comprehensive financial strategies to ensure clients' long-term security. Proven track record in guiding individuals toward a financially confident and fulfilling retirement. Show less -
Financial Services RepresentativeCibc Oct 2020 - Apr 2022Greater Toronto Area, Canada-Dynamic professional skilled in calling leads and securing appointments through effective communication and persuasive strategies. Proven ability to drive successful client engagements and increase appointment bookings for optimal business growth.-Responded to inquiries from clients and provided financial advice to drive fiscal growth.Maintained updated records of all financial transactions to support traceability.-Built and deepened productive relationships with prospective and… Show more -Dynamic professional skilled in calling leads and securing appointments through effective communication and persuasive strategies. Proven ability to drive successful client engagements and increase appointment bookings for optimal business growth.-Responded to inquiries from clients and provided financial advice to drive fiscal growth.Maintained updated records of all financial transactions to support traceability.-Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.-Advised clients on favorable investment opportunities to meet established financial goals.Prepared detailed financial reports to monitor and assess portfolio performance. Show less -
Financial Services RepresentativeScotiabank Oct 2019 - Sep 2020Toronto, Ontario, Canada• Results-driven call center representative with a proven record of exceeding customer satisfaction goals through effective communication and problem-solving skills. Adept at handling high call volumes with efficiency and maintaining a positive customer experience• Customer-focused call center professional consistently meeting and surpassing performance metrics, with a strong emphasis on resolving issues and ensuring customer loyalty.• Proven expertise in meeting targets, resolving… Show more • Results-driven call center representative with a proven record of exceeding customer satisfaction goals through effective communication and problem-solving skills. Adept at handling high call volumes with efficiency and maintaining a positive customer experience• Customer-focused call center professional consistently meeting and surpassing performance metrics, with a strong emphasis on resolving issues and ensuring customer loyalty.• Proven expertise in meeting targets, resolving inquiries, and upholding a positive brand image through effective communication and problem resolution. Show less -
ManagerThe Church Mouse: Firkin Pub Sep 2017 - Dec 2019Toronto, Canada Area-Results-oriented restaurant manager with a track record of driving operational excellence and elevating customer satisfaction. Adept at leading high-performing teams, optimizing processes, and achieving financial goals in the fast-paced hospitality industry.-Trained employees in essential job functions.-Handled employee-related issues to improve performance, professional conduct, and attendance reliability.-Initiated plans to improve customer relations, quality standards, and… Show more -Results-oriented restaurant manager with a track record of driving operational excellence and elevating customer satisfaction. Adept at leading high-performing teams, optimizing processes, and achieving financial goals in the fast-paced hospitality industry.-Trained employees in essential job functions.-Handled employee-related issues to improve performance, professional conduct, and attendance reliability.-Initiated plans to improve customer relations, quality standards, and service efficiency. Show less
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Customer Service RepresentativeGeorge Brown College May 2016 - Nov 2017200 King St. East, Toronto
Simran Mehta Education Details
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Business Administration In Accounting And Finance
Frequently Asked Questions about Simran Mehta
What company does Simran Mehta work for?
Simran Mehta works for Canada Life
What is Simran Mehta's role at the current company?
Simran Mehta's current role is Experienced Professional in Banking, Client Satisfaction & Investments..
What is Simran Mehta's email address?
Simran Mehta's email address is si****@****ibc.com
What schools did Simran Mehta attend?
Simran Mehta attended George Brown College.
Who are Simran Mehta's colleagues?
Simran Mehta's colleagues are Kate Del Degan, Ian D Macleod, Marisa Spada, Josh Winter, Siddharth Nair, Barbara Mott, Jenn Creador.
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Simran Mehta
Actively Looking For Customer Service Roles In Financial Sector || Pursuing IficHamilton, On -
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