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Vivek Jethwa

Vivek Jethwa

Contact Centre Representative III – Professional Lending Advisor

Talent
MumbaiMember since July 28, 2026
Financial Planning
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Financial Planning

About

Dedicated and customer-focused professional with 4 years of Canadian work experience, Including 3 years in the banking sector and 1 year in the retail industry. Proven the ability to manage client relationships, resolve customer inquiry efficiently, and uphold high service standards. Skilled in handling financial transactions, cross-selling banking products, and ensuring compliance with banking regulations.

Adept at working in fast-paced environments while maintaining accuracy and professionalism.

Experience

Contact Centre Representative III – Professional Lending Advisor at TD Canada Trust (2024-02 – 2026-01)

  • Understood the overall portfolio of the client, and helped them to apply for Loans, Line of credit, and Credit Card.
  • Achieved quality high performance in the year of 2025
  • Called back customers to update the decision of application and guided them for further process.
  • Explained the features and benefits of credit cards based on the customers' need and did cross-sell.

Contact Centre Representative II - Easyline Specialist at TD Canada Trust (2022-11 – 2024-01)

  • Provided the most appropriate solutions to customers and advice on how TD's digital assets may help them further satisfy their demands, both now and in the future.
  • Deal with more than 50 clients each day with their banking needs.
  • Worked well as a team to solve client problems, increase the effectiveness of the advice team, and utilize and benefit from each other's knowledge.
  • Met or exceeded call speed, accuracy and volume benchmarks on a consistent basis.

Customer Administrator – Intern at Webmount Studio (2022-03 – 2022-10)

  • Prepared documents such as payroll and processing invoices bi-weekly.
  • Responded to client emails and managing meeting schedules.
  • Maintained records of payments made by the company for any expenses.
  • Generated reports for the company and management through the internal system as well as Excel.
  • Contributed to team effort by accomplishing related results as needed.

Customer Support Representative at Print Geek INC (2021-08 – 2022-02)

  • Displayed excellent communication and interpersonal skills by identifying and properly addressing customer needs
  • Politely handled telephone complaints and requests from more than 50 customers daily
  • Closed deals and contracts through negotiation to increase revenue
  • Ensured the prompt and effective delivery of our solutions in accordance with the demands and goals of our clients
  • Used daily audits, and forecasts and monitor important account metrics

Education

Professional Financial Services – Fanshawe College (2022-01 – 2022-08)

Human Resource Management – ST. Clair College (2021-05 – 2021-12)

Bachelors in management studies in FINANCE – Mumbai University (2015-07 – 2018-06)

Skills

Contact Centre Representative IIIProfessional Lending Advisor

Reviews

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