Mehrnoush Torabi
Woodland Hills
Summary
Experienced in driving customer retention rates up by an impressive 13% at Enrich Financial Los Angeles. Possess a strong skill set in investment planning and motivational leadership. Track record showcases a proven ability to develop effective financial strategies and establish lasting client relationships. Combining technical proficiency in HRIS with expertise in sales. Renowned for consistently delivering exceptional performance. Dedicated to achieving revenue growth and surpassing critical financial targets.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Customer Service Manager
Westlake Financial Services
01.2021 - Current
- Identified key drivers of customer satisfaction through analysis to increase customer retention by 13%
- Identified financial needs of customers through effective questioning and listening techniques
- Led and conducted yearly employee performance appraisal process including
- Developed financial plans for clients to ensure their long-term financial stability and growth
- Advised clients on investment strategies that best suited their individual needs and goals
- Educated clients on the various investment options available to them
- Met production targets that impacted overall company revenue goals
- Developed custom financial strategies for clients to help them reach their long-term financial goals
- Dialed Outbound sales to consumers Canada wide
- Handled critical and sensitive data in regards to customer accounts
- Worked with different departments to ensure customer needs were met
- Sold a variety of core products to consumers (cold & warm customers)
- Built a loyal client base by constantly acquiring new customers and maintain relationships with existing clients
- Consistently received bonuses and salary increases based on good performance
- Received excellent performance evaluations
- Builds a reputation for providing excellent customer service
Financial Advisor
Enrich Financial
08.2015 - 09.2023
- Recruiting and Scheduling
Owner
Zibba's Fashion
01.2008 - 04.2013
- Oversaw daily operations of the finance department ensuring all deadlines were met accurately
- Bought and balanced all assortments and managed merchandising of branded apparel in order to support retail concepts
- Manage pricing, promotions, markdowns, calendar, sales recap and best sellers
- Monitored vendor performance metrics including cost, quality, delivery timeframes, and responsiveness
- Managed the entire purchase process from initial inquiry through delivery of goods or services
- Conducted regular reviews of current contracts in order to negotiate better terms or pricing structures
- Utilized forecasting techniques and technology-driven solutions in order to increase efficiency of procurement operations
- Worked closely with internal stakeholders to ensure that purchased items met their requirements
- Evaluated requests for proposals from prospective suppliers before making a selection
- Was promoted based on excellent performance
Education
Human Resources Certificate - Business Administration
UCLA
Los Angeles, California04.2020
MBA - Human Resources
University of Canada West
Vancouver, British Columbia09.2017
B.A. - Commerce
US06.2010
Business Administration Certificate -
Capilano College
Vancouver, British Columbia01.2005
Early childhood Education Certificate -
US01.2003
Skills
- Microsoft Office
- Excel
- HRIS
- Retail Management
- Motivational Leadership
- Sales Expertise
- Goals and Performance
- Client Relations
- Trend analysis expertise
- Investment planning
- Financial Services
- Customer service
- Problem-solving
- Microsoft outlook, word, and Excel
- Customer focused
- Time management
- Customer relations
- Excellent time management skills
- Team building and leadership
Certification
- Business Finance
- Business Law
Languages
Arabic
Native or Bilingual
Farsi
Full Professional
Timeline
Customer Service Manager
Westlake Financial Services
01.2021 - Current
Financial Advisor
Enrich Financial
08.2015 - 09.2023
Owner
Zibba's Fashion
01.2008 - 04.2013
Human Resources Certificate - Business Administration
UCLA
MBA - Human Resources
University of Canada West
B.A. - Commerce
Business Administration Certificate -
Capilano College
Early childhood Education Certificate -
- Business Finance
- Business Law
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