Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Aakanksha Arora

Winnipeg,Canada

Summary

Customer Service Representative with 5+ years of experience in finance and administration. Expertise in efficiently resolving customer inquiries and managing administrative tasks. Proven ability to support client-focused operations while fostering strong relationships through exceptional service.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Business Development Manager and Bookkeeper

SM Doors & Moldings Ltd.
Winnipeg, MB
01.2025 - Current
  • Served as primary client contact, fostering long-term relationships and ensuring satisfaction.
  • Ensured timely product or service delivery by managing client accounts and resolving issues.
  • Collaborated with sales teams to identify upselling and cross-selling opportunities.
  • Maintained accurate financial records using accounting software for transparency.
  • Managed payment processes, issuing invoices, and addressing overdue accounts.
  • Reconciled bank statements regularly to ensure accuracy of internal records.
  • Posted journal entries and maintained an organized general ledger.

Financial Service Representative

Loblaw
Winnipeg, MB
03.2024 - 12.2024
  • Promoted PC Financial banking products, including credit cards, bank accounts, and loan services, engaging customers in-store.
  • Maintained expert knowledge of PC Financial products, loyalty programs, and promotional offers.
  • Exceeded personal sales goals and key performance indicators (KPIs) in a high-traffic retail environment.
  • Fostered a team-oriented culture by assisting colleagues in achieving branch and store performance goals.

Inside Sales Coordinator & Funding Analyst

Peel Financial Inc.
Winnipeg, MB
05.2022 - 02.2024
  • Streamlined customer onboarding and sales processes by preparing quotes, proposals, and documentation.
  • Acted as liaison among sales, credit, and legal departments to ensure timely deal processing.
  • Analyzed funding packages for completeness and compliance, flagging inconsistencies promptly.
  • Processed loan and funding agreements efficiently to support operational flow.
  • Provided internal reporting on sales pipeline, funding status, and deal closures for forecasting.
  • Maintained strong relationships with clients and vendors to coordinate funding timelines effectively.

Office Manager and Sales Lead

East to West Leasing Ltd.
Winnipeg, MB
06.2020 - 05.2022
  • Oversaw daily office activities and optimized logistics to enhance administrative and sales operations.
  • Managed vendor relationships and office supplies, ensuring teams had necessary tools for success.
  • Led and coached sales team, setting clear targets while actively engaging in client interactions.
  • Delivered training sessions to empower sales staff with essential skills and product knowledge.
  • Built long-term client relationships through exceptional service and prompt issue resolution.
  • Assisted in recruitment for office and sales positions, streamlining onboarding and training processes.

Assistant Store Manager

PartSource
Brampton, ON
09.2018 - 04.2020
  • Managed daily operations, inventory, and store appearance to ensure compliance with safety regulations.
  • Led, trained, and motivated sales associates to achieve sales goals through effective performance management.
  • Assisted customers with product selection and provided expert advice while maintaining high service standards.
  • Monitored store budget, expenses, and profitability to enhance financial performance.
  • Maintained relationships with vendors to ensure timely product delivery and optimal stock levels.

Education

College diploma - International Business

Lambton College
Mississauga, ON
12.2019

Skills

  • Microsoft Office Suite
  • Customer relationship management
  • QuickBooks expertise
  • Document organization
  • Financial services management

Certification

  • Sales & Service Safety
  • First Aid, CPR & AED
  • Class 5 Licence

Timeline

Business Development Manager and Bookkeeper

SM Doors & Moldings Ltd.
01.2025 - Current

Financial Service Representative

Loblaw
03.2024 - 12.2024

Inside Sales Coordinator & Funding Analyst

Peel Financial Inc.
05.2022 - 02.2024

Office Manager and Sales Lead

East to West Leasing Ltd.
06.2020 - 05.2022

Assistant Store Manager

PartSource
09.2018 - 04.2020

College diploma - International Business

Lambton College

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Aakanksha Arora