Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
7
7
years of professional experience
7
7
years of post-secondary education
Work History
Onboarding Specialist-Mid Market Success
Cvent
05.2022 - Current
Understanding the goals and challenges of the customer and accordingly advising custom solutions to help clients meet their event goals
Doing regular check-ins with the clients to ensure proper adoption of the platform
Recognizing any upsell opportunities and passing on the leads to the Account managers
Coordinating with different internal teams to ensure smooth onboarding
Collecting product feedback along the onboarding journey.
Re-onboard those clients where there are new point of contacts or new products added to the contract.
Technical Training Specialist
Better Mortgages
05.2021 - 05.2022
Delivered new employee onboarding and training sessions via Zoom.
Conducted regular product refreshers for the analyst who were active in production
Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
Developed training materials and cheat sheets for the employees
Analyst
Better Mortgages
05.2020 - 05.2021
Set up and completed loan submission packages.
Created unique materials to support training programs.
Supported new and improved training programs to fit underserved areas.
Provided subject matter expertise on processes and took part in cross trainings
Mentored new personnel hired to fulfill various roles.
Personal Banker
Barclays Global Service Centre
01.2017 - 04.2020
Maintained customer satisfaction by responding to customer requests in a timely and efficient matter
Promoted financial products by maintaining excellent service offering knowledge. Ensured highest level of integrity by setting clear expectations on any charges/applicable fee for them
Crafted training materials and ran on-boarding sessions to train incoming team members.
Conducted preliminary investigations to confirm violations that occurred and obtained relevant documents and testimony from involved parties.
Education
Post Graduate Diploma In Managemnt - Business Management
Delhi School of Business
Delhi
08.2014 - 08.2016
Ba(h) Business Economics - Business Economics
Shivaji College
Delhi
07.2011 - 07.2014
Higher Secondary - Commerce
Jaspal Kaur Public School
Delhi
04.2010 - 04.2011
Senior Secondary - General
Mata Jai Kaur Public School
Delhi
04.2009 - 04.2010
Skills
Salesforce
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Timeline
Onboarding Specialist-Mid Market Success
Cvent
05.2022 - Current
Technical Training Specialist
Better Mortgages
05.2021 - 05.2022
Analyst
Better Mortgages
05.2020 - 05.2021
Personal Banker
Barclays Global Service Centre
01.2017 - 04.2020
Post Graduate Diploma In Managemnt - Business Management