karan Dhir

Deliver one-on-one and group English lessons to Chinese students aged 3–16, completing over 2,000 classes and maintaining top performance ratings.

Manage client appointments, referrals, billing inquiries, and insurance verification for a pediatric clinic, improving administrative efficiency and patient service.

Taught ESL and elementary math to students in Hanoi, delivering multiple math courses for Grades 1–6 across partner schools (Newton School, Alaska School).

Trained and mentored new client care recruits on bank products, procedures, and systems during their initial six-month onboarding to improve service delivery.

Advised clients on debt management and budgeting, assisted with consumer proposals and bankruptcy processes to improve clients' financial outcomes.

Trained new hires on investment products, account types, and tax implications to ensure high-quality client service within the bank's investment division.

Acquired and advised clients on financial planning, tax efficiency, estate planning, and periodic portfolio reviews to support clients' long-term financial goals.

Educated business decision-makers on employee benefits packages, maintained client relationships, and arranged engagements between businesses and benefits consultants.

Qualified and pre-screened prospective term life insurance clients, coordinated advisor meetings, and supported lead qualification for financial advisers.

Sold Rogers wireless services via telephone to new and existing customers, meeting sales targets and managing client relationships.

Completed an MBA with coursework in marketing, accounting, and finance from January 2009 to September 2010.

Completed a Post Graduate Certificate in Finance between August 2005 and December 2006.

Studied Business Administration from August 2001 to September 2004.

Obtained ESL TESOL/TEFL certification (provider: Uni Prep Institute).