Mona Bhandari
DISABILITY PRACTITIONER at New Age Services Inc.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
New Age Services Inc.
-
Canada
-
Non-profit Organizations
-
1 - 100 Employee
-
DISABILITY PRACTITIONER
-
Mar 2021 - Present
Calgary, Alberta, Canada • Build positive relationships and rapport with the individual. • Provide medical, technological, environmental, emotional, physical, and behavioral support to the individual. • Participate in the research, development, and implementation of programs to meet individual`s needs. • Proactively identify and develop solutions for individual apprehensions/concerns. • Advocate for clients in the community. • Learn the client’s behavioral support plan to better understand… Show more • Build positive relationships and rapport with the individual. • Provide medical, technological, environmental, emotional, physical, and behavioral support to the individual. • Participate in the research, development, and implementation of programs to meet individual`s needs. • Proactively identify and develop solutions for individual apprehensions/concerns. • Advocate for clients in the community. • Learn the client’s behavioral support plan to better understand the needs of the clients. •Document monthly reports and client correspondence. Show less
-
-
-
American Income Life Insurance Company
-
United States
-
Insurance
-
700 & Above Employee
-
Advisor
-
Nov 2019 - Mar 2021
Calgary • Regularly visiting and educating clients regarding their current benefits and other available options. • Implementing and monitoring the training system. • Work independently and collaboratively. • Involve in the recruitment process. • Support clients with disability claims, paperwork, and administrative process.
-
-
-
BMO
-
Canada
-
Financial Services
-
700 & Above Employee
-
Deal Specialist
-
May 2016 - Sep 2019
Calgary, Alberta, Canada • Aligned with organizational goals, policy, and procedures. • Revenue growth increased by 100%. • Trained new Deal Specialist. Stayed current with industry trends on learning and development. • Supported Senior Relationship Manager with Real Estate lending. • Build rapport to set up and support effective and excellent relationships with clients and stakeholders.
-
-
ANALYST. CASH MANAGEMENT.
-
Apr 2014 - May 2016
Calgary, Canada Area • Acted as Treasury Accounts Auditor for Alberta North West Territories. Achieved 100% results. • Completed monthly Alberta Real Estate Reconciliations Report. • Completed Cash Management applications. • Accurately kept the client’s file and records. • Initiated implemented and supported organizational process. • Acted as a key contact for learners and the training process.
-
-
SENIOR FINANCIAL SERVICES MANAGER.
-
Apr 2010 - Apr 2014
• Successfully helped clients and people with disabilities with the new application process, which included a new personal bank account, business account, estate account, registered retirement saving account, and registered disability saving plan (RDSP). • Supported clients and People with Disabilities, with their complex everyday banking needs. Educated on how to use a toll-free phone number, a TTY line, their website, and online banking. • Proactively supported… Show more • Successfully helped clients and people with disabilities with the new application process, which included a new personal bank account, business account, estate account, registered retirement saving account, and registered disability saving plan (RDSP). • Supported clients and People with Disabilities, with their complex everyday banking needs. Educated on how to use a toll-free phone number, a TTY line, their website, and online banking. • Proactively supported clients and people with disabilities, with bank account inquiries, resolved their problems, and helped with ongoing contributions. • Familiarity with funding mechanisms. Have a good understanding of the Employment and Labor Standards. As an employee giving Ambassador involved in fundraising activities. • Maximized Sales Revenue. Sales exceeded 100%. of the targets. • Engaged with a team, clients, people with disabilities via conference call, and regular meetings. • Coordinated the operational aspects of the financial processes within the finance industry to ensure these processes are effectively planned, coordinated, and communicated to stakeholders.
-
-
Education
-
Bow Valley College
Diploma, Disability Studies -
Bow Valley College
Post Diploma/Degree, Health and Human Sevices Management -
North-Eastern Hill University
Master's degree, Economics