Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Shrushti Patel

Toronto

Summary

Result-driven and detail-oriented Financial Advisor with a strong background in account management, event planning, and financial analysis. highly skilled in providing exceptional customer service and delivering tailored solutions to improve members' financial fitness. Proficient in conducting through account reviews, ensuring compliance and identifying opportunities for financial growth.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Team Leader

Dollarama
05.2023 - Current
  • Analyze the distribution operations during the shift, define priorities, and allocate team members according to operational needs.
  • Participate in the analysis and formulate recommendations related to the work environment and equipment used by the team.
  • Worked with team to identify areas of improvement and devised solutions based on findings.
  • Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.

Cashier

Dollarama
11.2021 - 04.2023
  • Greeted customers entering store and responded promptly to customer needs.
  • Built relationships with customers to encourage repeat business.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Worked flexible schedule and extra shifts to meet business needs.

Financial Customer Service Representative

HDFC Bank
08.2020 - 07.2021
  • Promoted available products and services to customers during service, account management, and order calls.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigated and resolved customer inquiries and complaints quickly.

Event Planner(Finance Executive)

7X Weddings
04.2019 - 04.2020
  • Successfully planned and executive a wide range of wedding events, corporate events, including conferences, seminars, product launches.
  • Collaborated with cross-functional terms to define event objectives, themes, and target audience, aligning them with the organization's strategic goals.
  • Negotiated contracts with vendors, venues, and suppliers, securing favorable terms and driving cost savings.
  • Conducted through financial analysis and provided recommendations to optimize event profitability and cost-effectiveness.

Education

Diploma - Diploma in Business Finance

George Brown School
Toronto, ON
04.2023

Post Graduation in Event Management -

NAEMD
Ahmedabad, India
08.2019

Bachelor of Commerce in Accounting -

JG International College
Ahmedabad, India
05.2018

Skills

    Negotiation

    Budgeting

    Analytical Skill

    Customer Relationship management

    Time Management

    Leadership

Websites

Certification

Tally ERP-9( Accounting Software)

Quickbooks ( Accounting Software)

Certified Event Planner


Timeline

Team Leader

Dollarama
05.2023 - Current

Cashier

Dollarama
11.2021 - 04.2023

Financial Customer Service Representative

HDFC Bank
08.2020 - 07.2021

Event Planner(Finance Executive)

7X Weddings
04.2019 - 04.2020

Diploma - Diploma in Business Finance

George Brown School

Post Graduation in Event Management -

NAEMD

Bachelor of Commerce in Accounting -

JG International College

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Shrushti Patel