Mona Bhandari

DISABILITY PRACTITIONER at New Age Services Inc.
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Calgary, Alberta, Canada, CA

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • 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

    • 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.

    • 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
    2019 - 2022
  • Bow Valley College
    Post Diploma/Degree, Health and Human Sevices Management
    2020 - 2021
  • North-Eastern Hill University
    Master's degree, Economics

Community

You need to have a working account to view this content. Click here to join now