Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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Akshit Sharma

Akshit Sharma

Toronto,ON

Summary

  • Wealth Operations Officer with 1+ year present Experience.
  • 1+ year sales and customer service Experience.
  • I am working on CSC(Canadian Securities Course) and CFP(certified financial planner) designation.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Wealth Management Operations Officer

TD
10.2021 - Current

As an operations officer at TD, we have to provide excellent client experience, work as a team with colleagues as well as with partners from various departments in TD. We have to process key wealth processes with excellent communication to provide best client experience.

Customer Service Representative

Walmart
10.2021 - 11.2021
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Filing returns on the system and handling exchange in a refund.
  • Receive and send money through western union.
    Maintaining a balance in the cash drawer.
  • Activate phone cards and gift cards.
  • Troubleshoot sales inquiries.
  • Answered constant flow of customer calls with minimal wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.

Exam Invigilator

British Council
08.2020 - 09.2021
  • Maintained compliance with test center policies, practices and procedures.
  • Secured testing materials and maintained confidentiality of all details.
  • Maintained secure and positive environment conducive to testing.
  • Assisted faculty with setting up tests and coordinating test spaces.
  • Handled the computer registration process in which registered the candidates, took fingerprints and photographs.
  • Handled the identity checks and management of crowd over 500 candidates.
  • Worked under fast paced environment and under excessive work pressure.

Sales Representative

Jupiter Metals
04.2020 - 09.2020
  • Increased sales by offering advice on purchases and promoting companies products.
  • Achieved monthly sales goals by promoting product benefits and enrolling new clients.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Trained and mentored new sales representatives.
  • Gained Knowledge about Pipelines and Home fitting products

Education

BBA - Financial Planning

Seneca College of Applied Arts And Technology
Markham, ON

Skills

Advanced Microsoft EXCEL

Microsoft Power BI

Microsoft OFFICE

Data Analysis

ISM

Banking

Operations

Wealth management

Strong verbal communication

Project management

team leadership

Financial Planning

Certification

Working on CSC(Canadian Securities Course) certification and CFP(Certified Financial Planner) license.

Timeline

Wealth Management Operations Officer

TD
10.2021 - Current

Customer Service Representative

Walmart
10.2021 - 11.2021

Exam Invigilator

British Council
08.2020 - 09.2021

Sales Representative

Jupiter Metals
04.2020 - 09.2020

BBA - Financial Planning

Seneca College of Applied Arts And Technology
Akshit Sharma