Years of experience: 5

Customer Retention SpecialistQuantitative AnalystInvestor & VCSport FanEngineerConsulting

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Gaurang's Career Path
Customer Service Team LeadNov. 2020 -
Nov. 2024
Questrade Financial GroupCustomer Service Team Lead
Toronto, Ontario, CanadaLed and mentored a team of 10+ agents, ensuring SLA adherence and customer satisfaction. Designed and delivered training programs for onboarding and professional development. Managed escalations, identified process gaps, and implemented solutions to prevent recurrence. Monitored team workload and KPIs, ensuring contract review quality and efficiency. Spearheaded process improvements, enhancin...
Finance AnalystAug. 2016 -
Apr. 2018
Wipro Digital Operations and PlatformsFinance Analyst
Mumbai Area, IndiaConducted compliance checks and analyzed financial transactions to mitigate risks. Provided detailed guidance on global sanctions policies, ensuring compliance for clients. Delivered accurate analysis of payment workflows, maintaining alignment with bank and global policies.

Gaurang's Posts

  • How I can help you

    Specialize in resolving client issues in trading and account management, including TFSA and RRSP. Offer quick, effective support with a strong leadership background. Extensive experience ensures reliable service.

  • People I am looking for

    Seeking clients in diverse sectors: - Stock and capital markets - Telecommunications - Sports - Health industries - Technology companies

  • Experience & Cases

    Achievements include: - Clarified stock market concepts - Delivered investment analysis - Assisted disabled clients with typing Previous clients: - Questrade

  • How to contact

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