Summary
Overview
Work History
Education
Skills
Languages
Timeline
Accomplishments
Generic

Athul Panicker

Dartmouth,NS

Summary

In seeking a role as a remote mortgage advisor, I draw upon my background as an Experienced Financial Services Representative adept at remote client engagement. Transitioning into this capacity, I have a demonstrated track record in managing high call volumes, delivering precise banking solutions, and nurturing enduring client relationships.

Overview

1
1
year of professional experience

Work History

Financial Services Representative

CIBC
09.2022 - Current
  • Served as the primary point of contact, addressing client inquiries and requirements regarding banking services, ensuring exceptional service delivery and satisfaction.
  • Managed an average of 30 to 70 inbound calls daily, delivering prompt and efficient support while upholding service quality standards.
  • Fostered enduring client relationships by resolving issues promptly and aligning clients with suitable financial products and services, driving financial success.
  • Conducted comprehensive reviews of clients' financial positions, profiling their goals and needs, and recommending tailored investment products and solutions.
  • Educated clients on a range of financial instruments, including loans, credit cards, investment options (TFSA, RRSP, GICs), and mortgages, actively promoting and cross-selling relevant services.
  • Assessed loan eligibility, managed credit applications, and facilitated account openings, ensuring accurate information provision and adherence to procedures.

Technical Sales Representative

The Sydney Call Center
04 2020 - 04 2022
  • Efficiently handle over 100 inbound and outbound calls according to established protocols.
  • Identify and address customer needs while offering solutions and exploring upselling opportunities.
  • Maintain clear and organized records of all interactions in the call center database.
  • Actively participate in educational seminars to enhance knowledge and performance, consistently meeting personal and team targets.

Education

Bachelor of Science - Petroleum Engineering

Cape Breton University
Sydney, NS
12.2021

Bachelor’s Degree in Mechanical Engineering - Mechanical Engineering

Lovely Professional University
India
07.2016

Skills

  • Financial Product Sales
  • Customer Relationship Management
  • Sales Goals
  • Financial Services
  • Account Maintenance
  • Financial Reporting
  • Decision Making
  • Time Management
  • Analytical Thinking

Languages

English
Hindi
Punjabi
Malayalam

Timeline

Financial Services Representative

CIBC
09.2022 - Current

Technical Sales Representative

The Sydney Call Center
04 2020 - 04 2022

Bachelor of Science - Petroleum Engineering

Cape Breton University

Bachelor’s Degree in Mechanical Engineering - Mechanical Engineering

Lovely Professional University

Accomplishments

  • Momentum Maker Award Winner Q3 2023,Q1 2024.
  • Attained all targets for fiscal year 2023.
  • Maintained and attained qip average 2023.

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Athul Panicker