Mridul Mishra

Experience

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  Ernst & Young

  Aug 2016 - Feb 2017

  Assurance Associate

  ▪ Audited the financials of Public (listed) companies such as Verizon, Google, Neustar. ▪ Ensured that there is no material misstatement in the documents such as 10K, 10Q, Press Release. ▪ Worked in tandem with the onshore team in the USA. ▪ Set up the audit workbooks to help ease the process of audit. (Excel intensive workbooks). ▪ I also worked at Profit and loss and construction in process workbooks along with making attempts in tandem with the onshore team to find out financial reporting deficiencies. Show less

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  SDI Marketing

  Aug 2018 - Nov 2018

  Field Sales Representative

  ▪ Promoted various Master Cards offered by Bank of Montreal. ▪ Worked as part of team to maximize revenue generation ▪ Achieved the targets assigned by the superiors.

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  CIBC

  Sept 2018 - Oct 2019

  Customer Service Representative

  ▪ Helped clients manage their accounts and banking products. ▪ Assisted in everyday banking like withdrawals, deposits, drafts, bill payments, etc. ▪ Inquired about the client’s exact banking needs and generated referrals for portfolio management services department (90% referral rates). ▪ Facilitated clients in adapting to the new technological phase of CIBC ▪ Enabled them to use technology to increase their convenience.

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  Square One Insurance Services

  Oct 2019 - Sept 2021

  Licensed Insurance Agent

  ▪ Completed front-line underwriting and ensure new business was within the risk parameters. ▪ Advised the clients on how to approach and resolve their insurance need for home, condominium, and tenant’s insurance needs. ▪Provided top notch customer service and assist in reducing call volumes ono cues if needed. ▪Resolved any contractual doubts that the clients may have. ▪Conversion rate for referrals 92%. ▪Managed Accounts Receivables and Payables when needed. ▪ Took down and recorded initial claims report and helped in initiating the claims process. Show less

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  The Co-operators Wiens Insurance Group

  Oct 2021 - Feb 2022

  Licensed Insurance Representative

  ▪ Conducted front-line underwriting for quotes generated by the sales team for home and automobile policies. ▪ Took measures to match client needs with available products and increase client’s awareness on why the recommendations would be better suited for them. ▪ Completed risk assessments for current clients and ensure that all qualitative insurance hazards have been considered before approving issuance of the policy. ▪ Identified and made recommendations for additional products/services that benefit the client. (Cross-sell and Up-sell) ▪ Achieved set goals for customer service, sales conversion calls (85% conversion rate), quality, and productivity with guidance. ▪Managed account receivable and payables. ▪Answered questions regarding the insurance contract. ▪Acted as liaison between client and claims adjuster at the time of the claim. Show less

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  Afinoz Digitalizing Finance

  Jan 2023 - Jun 2023

  ▪ Successfully conducted financial analysis and modelling for investmentopportunities, contributing to strategic decision-making processes.▪ Excelled in a fast-paced environment, managing multiple tasks simultaneouslywhile meeting deadlines.▪ Collaborated with cross-functional teams to deliver impactful presentations andanalysis to senior management and investors.▪ Trained new recruits on competition analysis, modelling and research tasks.▪ Completed detailed fundamental analysis for companies of interest public/private. Show less

  • Senior Analyst- Finance/Investment

    Apr 2023 - Jun 2023

  • Intern- Research/Investment

    Jan 2023 - Apr 2023