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Microsoft Word - Parshotam Kumar - Resume

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kanchan Patel
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53 views

Microsoft Word - Parshotam Kumar - Resume

Uploaded by

kanchan Patel
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Parshotam Kumar Mobile No.

- +15879736639
Calgary, AB Email- [email protected]

Profile: Team oriented and dedicated person with extensive experience of working as an administrative officer and
customer service representative, looking for an opportunity in providing competent services to customers in fast paced
workplace. An enthusiast individual who likes to participate, volunteer and has passion for work.

Highlights of Skills

• Tech savvy with excellent knowledge of most advanced technology (Microsoft Office: Word, PowerPoint, Excel,
automated fax, multi dimension printers, google docs etc.) and ability to learn new systems
• Great interpersonal skills including developing instant rapport with the customers by being friendly and welcoming.
• Ability to multitask with great perfection as per requirement.
• Dedicated and hardworking towards the company’s goals.
• Ability to prioritize and complete tasks on time with accuracy.
• Able to handle challenging situations and work under pressure with focus on details without errors.
• Strong work ethics- punctual, reliable, and diligent.
• Ability to provide great customer services through patience, politeness, and dedication.
• Great at building interpersonal relationship with customers as well as co-workers.
• Ready to assist team members and respecting everyone.

WORK EXPERIENCE

Supervisor in Lovely Sweets and Restaurant from June 2022 to till date.
KFC (Part Time Customer Service Representative) from June 2022 to till date.

● Answered multi line phone system and transferred callers to appropriate staff members.
● Engaged the customer through conversation.
● Taking orders from the wait staff and preparing food according to customer preference.
● Determined the customer's needs.
● Handled returns/complaints graciously and effectively.
● Ensured the store is neat, clean, and organized throughout each business day.
● Worked with other store associates to achieve a high Matinee Review score through excellent customer service, product
knowledge, and follow-through.
● Received and displayed product shipments on store retail shelves within twenty-four hours of delivery.
● Able to withstand long hours of standing, bending, and moving around.

Deputy Manager Accounts/Company Secretary July 2016 to April 2022.


Findoc Financial Services Group, India (Non-Banking Financial Company, Depository Participant and Stockbroker)

● Advising customers of high-level financial solutions from a range of available investment and credit banking
solutions.
● Analyze the risk-return relationship of investments.
● Build knowledge and skills to create and effectively manage client portfolios
● Advise customers on NBFC services for their needs (e.g. loans, Investments and Deposit).
● Educated Clients about the Loans, Lines of Credit, Investment, Mortgage and Company Schemes.
● Ensure compliance and risk management rules are respected.
● Analyze client accounts to prepare for activities that support Investment Advisors in their business development.
● Open Demat, Pool, Saving and loan accounts of the clients.
● Provide superior customer service in person, on the phone, and by email.
● Manage advisors’ agendas, schedule appointments, and prepare for client meetings.
● Closely monitor day-to-day transactions.
● Providing regular updates to clients regarding the status of their investment portfolios.
● Built and maintained relationship with High-Net-worth clients.
● Researched and evaluated clients Credit worthiness.
● Maintained all credit assess and Investment files and updated all information.
● Ensured all lending procedures comply with regulations and review and update the company credit policy.
● Compiled and analyzed Company Data and report on findings.
● Drafted various Legal and Ordinary documents for the Company.

Sr. Executive February 2015 to June 2016


Findoc Commodities Pvt Ltd (Findoc Financial Services Group) India

● Providing accurate investment advice to clients.


● Accurately evaluating financial reports.
● Managing clients' investment portfolios.
● Built and maintained relationship with High-Net-worth clients.
● Staying abreast with the latest financial news.
● Providing regular updates to clients regarding the status of their investment portfolios.
● Informing clients of new investment opportunities within the stock market.
● Sourcing new clients through networking and cold calling.
● Accordingly making changes in investment strategies based on market conditions.

Investment advisor January 2014 to December 2014


Angel Broking Pvt Ltd India

● Participated in capital markets securities exchange.


● Providing accurate investment advice to clients.
● Trading in Capital Market and Managing clients' investment portfolios
● Performed investments on the behalf of clients in IPO, Shares, Derivatives, Mutual Fund and Stock Exchanges Bonds.

Assistant Manager October 2012 to November 2013


HDFC Bank Ltd India

● Manage customer bank accounts; open, close and oversee transactions.


● Resolve issues with banking services and accounts
● Agriculture, Vehicle, Gold Loan and Cash Credit Limits.
● Increased customer satisfaction level through sound business acumen.
● Oversaw administration of various client services.
● Used to sell Agriculture, Vehicle, Gold Loan and Cash Credit facility.

EDUCATION AND TRAINING

Company Secretary from The Institute of Companies Secretaries of India Apr 2016
B. Com from Punjabi University India May 2009
M.Com from IASE Rajasthan, India Apr 2012

Certifications/Training
● Twenty-four hours Basic Accounting Program with The Immigration Education Society
● Twenty-four hours Advance Accounting Program with The Immigration Education Society
● Fifteen months Training with Harsh Goyal and Associates.

Enrollment
● The Investment Funds in Canada (IFC)
● Life Licence Qualification Program (LLQP)

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