Parita Chosaliya
Financial Services Representative @goeasy Ltd.
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WORK HISTORY
Financial Services Representative @goeasy Ltd.
Achieved a 15% increase in client retention by building strong client relationships and offering advice-based, client-centric financial solutions tailored to individual goals through effective client discovery- Enhanced client engagement by 20% through proactive outbound/inbound calls, emails, and in-person interactions, strengthening relationships and providing personalized support- Recommended suitable financial products, resulting in a 30% increase in client satisfaction by applying critical thinking and data analysis to align investments and lending products with client needs and goals- Streamlined transactions and improved processing efficiency by 25% through the utilization of digital literacy and tools, ensuring accurate management of client records.
EDUCATION
Humber College
Financial planning , Financial Planning and Services
Gujrat university
Bachelor of Business Administration - BBA, Business Administration and Management, General
York University
Advanced professional accounting, Accounting and Finance
ABOUT PARITA CHOSALIYA
As a Financial Services Representative at Go easy - Easyfinancial, I am dedicated to building strong client relationships and providing tailored financial solutions. My role involves enhancing client engagement through proactive communication and recommending suitable financial products. I have successfully increased client retention and satisfaction by leveraging my critical thinking and data analysis skills to align financial products with client needs.My previous experience as a Team Member at Terroni - Queen allowed me to hone my customer service skills, where I boosted customer satisfaction and operational efficiency. Additionally, my co-op role at Denikings Insurance & Investment Broker provided me with valuable insights into client management and financial product recommendations. I hold a Post Graduate Certificate in Advanced Professional Accounting from York University and a Post Graduate Certificate in Financial Planning from Humber College, complemented by a Bachelor of Business Administration from Gujarat University.I possess a strong technical skill set, including Financial Analysis, Investment Planning, and Risk Management. My software proficiency spans CRM Software, Financial Modeling Tools, and Accounting Software. I am certified in the Mutual Fund Course (IFIC) and the Remic Mortgage Agent Course, which have equipped me with comprehensive knowledge of investment strategies and mortgage brokerage.What sets me apart is my ability to combine technical expertise with exceptional customer service, ensuring compliance and satisfaction in every client interaction. I am adaptable, detail-oriented, and committed to continuous learning and development. I am eager to bring my skills and experience to a dynamic corporate environment where I can contribute to business growth and success. If you\'re looking for a dedicated professional with a proven track record in financial services, let\'s connect!
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