Vidyesh Haldankar Email & Phone Number

Toronto, Ontario, Canada

North York, Ontario, Canada

• Exemplify client-focused service by resolving customer complaints, fostering strong client relationships, and ensuring satisfaction
• Utilize strong problem-solving skills to address inquiries, offer timely solutions, and provide accurate product and service information
• Utilize persuasive communication and product knowledge to upsell or cross-sell products and services, contributing to revenue growth and achieving sales targets.
• Initiating outbound calls to existing and potential customers to provide essential information, updates on products or services, and exclusive special offers.
• Proficient in outbound calls, problem-solving, and Customer Experience (CX).Adhering to all KPI criteria and focusing on customer satisfaction, achieved 96% in the reviewed quality assurance audit.

Toronto, Ontario, Canada

• Interview consumers to assess eligibility for hardship programs and assist with debt management.
• Research and evaluate consumer financial status and ability to repay liabilities.
• Negotiate and assist consumers with feasible repayment solutions for delinquent financial products such as credit cards and loans
• Analyze consumer financial situations to offer appropriate promotions or services.
• Clearly and concisely document the details of each inbound and/or outbound interactions
• Follow regulations and guidelines as per provincial, and federal legislation and client-specific directives

Mumbai, Maharashtra, India

• Conducted audit testing by extracting samples and cross-referencing figures with trial balances for accuracy.
• Rolling out third-party confirmations for debtors, creditors, and Cash and Bank to enhance verification processes And promote financial transparency.
• Worked collaboratively with audit teams to create detailed work papers on Bank Reconciliation, Accounts Receivable (Debtors), Accounts Payable (Creditors), Statutory Dues Challans, and Operating Expenses, ensuring.
• Proficient in XML Form filing and experienced in conducting tax audit comparisons and verifications with Form 3CA and 3CD.

Mumbai, Maharashtra, India

Preparing & Reviewing UK & Canada Personal Tax Return.

Postgraduate Degree, Marketing

The Marketing Management course equipped me with skills in market analysis, brand strategy, and digital marketing. I am now proficient in.

Certificate, Financial Planning And Services, 75%

Learnt in depth with regards to Canadian capital markets and how the whole process works. This course also help me achieve great know-how.

Financial Planning, Finance And Financial Management Services, 3.75

Enhancing my knowledge by learning courses such as: Canadian Securities Course (CSC), sales and negotiation, and a few industry specific.

Bachelor In Accounting & Finance - Baf, Accounting And Finance, 9.43 Cgpa

Commerce, 80%