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Work Background
Financial Associate/Administrative Assistant
Experior Financial Group Inc.Financial Associate/Administrative Assistant
Nov. 2024Canada, Toronto• Conduct personalized financial assessments to match clients with investment and insurance solutions, including TFSA, RRSP, RESP, and life/critical illness insurance. • Successfully implemented upselling strategies, increasing average policy value by 20% across the client base. • Maintained regular client follow-ups to monitor financial plans, address evolving needs, and build long-term relationships. • Improved client onboarding experience by introducing digital tools and mobile solutions, reducing paperwork and improving efficiency.
Assistant General Manager
Soul Foods Restaurants (Franchisee, KFC Canada)Assistant General Manager
Aug. 2023 - Nov. 2024Canada• Oversaw all aspects of daily operations for a high-traffic location, including budgeting, sales strategy, and customer satisfaction initiatives. • Delivered one-on-one coaching to team members on upselling techniques and digital ordering systems, increasing mobile order satisfaction by 25%. • Championed community engagement by collaborating on loyalty programs and outreach campaigns to build repeat business. • Proactively identified client concerns in-person, resolving issues on the spot to ensure a seamless customer journey.
Virtual Customer Support Agent
Terrier Utility Services Pvt LtdVirtual Customer Support Agent
May. 2023 - May. 2026• Handled inbound and outbound communication for utility clients with empathy and professionalism, achieving a 95% client satisfaction score. • Guided customers through mobile platforms and online billing tools, increasing digital adoption by 30%. • Recognized for quick resolution skills and ability to de-escalate concerns while maintaining strong service standards.
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