Delisha Davis Edassery

Delisha Davis Edassery

Senior Pension Advisor

Followers of Delisha Davis Edassery709 followers
location of Delisha Davis EdasseryScarborough, Ontario, Canada

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  • Timeline

  • About me

    Accounting and Finance student | Actively seeking opportunities in Banking & Financial sector

  • Education

    • Lambton College

      2022 - 2023
      Postgraduate Degree Financial Planning and Services 3.28 CGPA
    • SIES College of Arts, Science & Commerce SION(W)

      2018 - 2020
      Master's degree Accounting and Finance A
  • Experience

    • WTW

      Dec 2018 - Dec 2021
      Senior Pension Advisor

      • Arranged payment of pensions and lump sums of the clients and explained and provided expert advice to all the client inquiries in terms of their retirement planning via email and updated their records accordingly. Always kept the customers first before anyone and focused on integrity.• Calculated and prepared pension forecasts and statements and processed pension Contributions and pension-related documents for Transfers, Retirement, and Death. Transferred benefits to another pension provider when the client changed employer. Provided insights on how to select the appropriate pension comprehensive decisions depending on income and age.• Monitored overall functioning of processes, identified improvement areas, and implemented adequate measures to maximize customer satisfaction level.• Led SLAs on Accuracy, Productivity, and TAT on a daily basis with available resources to ensure smooth and efficient deliveries.• Educated and Trained 4 of the new joiners as per the request of the organization and achieved Service Level Agreements (SLA) and skills development. Showed a high level of team spirit. Recognized and rewarded thrice for high performance. Show less

    • Datta Food Manufactory Inc

      Jan 2022 - May 2022
      Cashier Customer Service

      • Resolved the complaints of the customers and provided them with the required guidance and information. Treated all the customers fairly, friendly, and politely nurtured strong relationships with the customers, and made sure that they had a positive experience with us.• Issued change, refunds, tickets, and receipts and collected and processed payments and day-to-day transactions via credit, debit, and cash. • Cleaned the surfaces three to four times a day to keep the place clean and tidy. Ordered and guided the employees to work towards the success of the organization. Show less

    • SMS Management Services

      Jun 2022 - now
      Concierge

      • Monitors the Surveillance cameras and property entrances and secures all the exit doors and windows.• Managed resident inquiries, including maintenance requests, package deliveries, and access control.• Organized and coordinated community events, enhancing resident engagement and satisfaction.• Patrols and inspects the premises regularly and reports any suspicious activities and happenings.• Assists people whenever they need any help and support. Also responds and reacts timely to alarms and emergencies. • Developed and maintained strong relationships with residents, anticipating their needs and preferences. Show less

  • Licenses & Certifications