Deepanshu Gumber
Kingston,ON
Summary
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Easy Financial Services
01.2024 - Current
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Financial Sales Representative
Fairstone Financial
01.2023 - 10.2023
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance
- Developed advanced product knowledge to share current information while generating and delivering products quotes
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product
- Worked with clients and finance companies to find optimal solutions for financing.
Financial Services Representative
CASH 4 YOU
09.2021 - 12.2022
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
- Worked with clients and finance companies to find optimal solutions for financing
- Accepted and processed account payments
- Developed and implemented performance improvement strategies and plans to promote continuous improvement
- Saved $2000 by implementing cost-saving initiatives that addressed long-standing problems.
Supervisor
Tim Hortons
07.2020 - 08.2021
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows
- Created successful work schedules for each team member to maintain deadlines and fully staff shifts
- Worked with management team to implement proper division of responsibilities
- Interviewed, hired and trained new employees for production positions
- Monitored expenditures to mitigate risk of overages.
Education
College Diploma - Business Administration
St. Lawrence College
Kingston, ON04.2020
Skills
- Financial Product Sales
- Customer Relationship Building
- Loan Applications
- Strong Work Ethic
- Sales Goals
Languages
English
Hindi
Punjabi
Personal Information
Title: Financial Services Representative
Timeline
Financial Services Representative
Easy Financial Services
01.2024 - Current
Financial Sales Representative
Fairstone Financial
01.2023 - 10.2023
Financial Services Representative
CASH 4 YOU
09.2021 - 12.2022
Supervisor
Tim Hortons
07.2020 - 08.2021
College Diploma - Business Administration
St. Lawrence College
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