BRIGHT FRANCIS ROZARIO
Scarborough,ON
Summary
Result-driven Financial Service Representative with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve service goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Service Representative
CI GLOBAL ASSET MANAGEMENT
11.2022 - 08.2023
- Provide accurate, courteous and timely service to incoming telephone, e-mail and chat customer inquiries from various stakeholders regarding products, policies and procedures, and/or account related inquiries using Sales Force.
- Ensure positive client experience is delivered by providing high quality customer service to new and existing clients
- Investigate and research account-related issues and determine appropriate actions that need to be taken to achieve resolution to such issues
- Ensure that follow-ups are resolved in a timely manner and all service level agreements are met
- Liaise with internal and external business units to effectively process and/or complete requests.
- Negotiated agreements with clients and suppliers to cultivate favorable terms.
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
Associate
Dollarama
08.2022 - 11.2022
- Performs all general operations and merchandising duties required to successfully run the
- Interacted with customers and assisted them as per their requirements
- Greeted customers and offered assistance for increased customer satisfaction.
- Zoned, recovered, placed featured products at home, and organized displays on the sales floor
- Worked varied hours to meet seasonal and business needs.
Associate Team Member
Tim Hortons
08.2022 - 11.2022
- Collected orders, handled cash, served customers in minimum time frame, and executed shifts as per operational requirements
- Supported other servers, assembled, and refilled inventories every hour for advanced preparations, and maintained exact records of inventories
- Contributed to baking, food preparations, machinery maintenance, and hourly food counting
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
Senior Territory Officer
Nestle
05.2017 - 12.2021
- Worked with regional head to plan different strategy for developing business
- Researched competitor activity and used findings to develop sales growth strategies.
- Solved any issue with customers and consumers
- Communicated regularly with territory, regional, and strategic managers for daily support and strategic planning for accounts.
- Monitored customer buying trends, market conditions, and competitor actions to adjust strategies and achieve sales goals.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Trainee Mutual Fund Executive
Data Path Limited
05.2016 - 04.2017
- Process all Pre-Authorized Payment for RRSP Contribution
- Handle high level of requests for account opening and maintenance needs
- Demonstrate knowledge of transaction requirements
- Process Redemption from RRSP, RESP, TFSA account requested by clients
- Processes various basic department-related reports and utilizes departmental databases as well as third-party applications.
- recorded the findings of the inspection process, collaborating with the quality team to implement corrective actions.
- Educated employees on specific QA standards and confirmed maintenance.
Education
Business Management -
Toronto Metropolitan University
Toronto, ON04.2024
BBA - Finance
East West University
04.2015
Skills
- Order and Refund Processing
- Providing Feedback
- Mutual Fund
- Trained in Salesforce
- Investigative Procedures
- Customer Account Management
- Customer Inquiries
- CRM Software
- Territory Management, Development and Planning
- Business Analytics
- Retail Knowledge
- Business Development and Planning
- Business Objective Analysis
- Industry Trend Analysis
- Excellent Written and Verbal Communication
Accomplishments
- Canadian Securities Course (CSC) February 2023
- Canadian securities Institutes, CA
- Enrolled
Certification
Canadian Securities Course
Timeline
Financial Service Representative
CI GLOBAL ASSET MANAGEMENT
11.2022 - 08.2023
Associate
Dollarama
08.2022 - 11.2022
Associate Team Member
Tim Hortons
08.2022 - 11.2022
Senior Territory Officer
Nestle
05.2017 - 12.2021
Trainee Mutual Fund Executive
Data Path Limited
05.2016 - 04.2017
Business Management -
Toronto Metropolitan University
BBA - Finance
East West University
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