AFSANA BARIK
Windsor,Canada
Summary
Financial professional with 4 years of experience in client financial planning and investment strategies, consistently delivering impactful results. Expertise in financial analysis, customer relationship management, and regulatory
compliance. Proven ability to collaborate effectively within teams and adapt to changing environments. Recognized for strong communication skills and a results-oriented approach to problem-solving.
Overview
7
7
years of professional experience
Work History
Sales Advisor
Club Demonstration Services (CDS)
07.2023 - Current
- Delivered engaging product demonstrations and support to in-store customers, increasing brand awareness and driving sales.
- Provided bilingual customer support via phone, email, and chat to resolve product usage, availability, and payment inquiries.
- Accurately handled sales contracts and transactions, maintaining proper documentation for inventory and compliance.
- Collaborated with stakeholders (e.g., Kirkland, Bolton Group, Coca-Cola) to improve product positioning based on customer feedback.
- Recognized for consistently exceeding customer satisfaction and call-handling time metrics.
Junior Officer – Customer Service and Retail Finance
IDLC Finance Limited
10.2018 - 07.2022
- Engaged directly with individual and business clients to understand financial needs and provide customized lending and investment solutions.
- Supported new account openings, credit processing, and after-sales service, ensuring client satisfaction and retention.
- Conducted risk assessments and contributed to credit analysis for personal loans and SME clients.
- Actively participated in cross-selling financial products and achieving sales targets in a fast-paced environment.
Intern – Retail Banking Department
Shahjalal Islami Bank Limited
05.2018 - 08.2018
- Assisted in opening bank accounts, managing client inquiries, and resolving service issues.
- Performed accurate data entry and documentation for banking transactions and reporting.
- Supported branch operations and gained insight into core banking activities, including deposits, remittances, and compliance procedures.
- Collaborated with multiple departments and contributed to team discussions and planning.
Education
Master of Management -
University of Windsor
12.2024
Master of Business Administration (MBA) - undefined
Bangladesh University of Professionals (BUP)
01.2021
Skills
- Customer Engagement & Relationship Building
- Financial Needs Assessment
- Sales & Goal Achievement
- Banking Products & Services
- Cash Management & Credit Knowledge
- CRM & Banking Software
- Problem Solving & Critical Thinking
ADDITIONAL INFORMATION
Valid Canadian Class G2 license with personal vehicle
Languages
Bangla
Native or Bilingual
English
Professional Working
Hindi
Limited Working
Timeline
Sales Advisor
Club Demonstration Services (CDS)
07.2023 - Current
Junior Officer – Customer Service and Retail Finance
IDLC Finance Limited
10.2018 - 07.2022
Intern – Retail Banking Department
Shahjalal Islami Bank Limited
05.2018 - 08.2018
Master of Business Administration (MBA) - undefined
Bangladesh University of Professionals (BUP)
Master of Management -
University of Windsor
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