Deepanshu Gumber
Finacial Services Representative
Kingston,ON
Summary
Experienced financial service representative with a strong sales background and a knack for cultivating client loyalty. Dynamic communication skills and a reputation for dependability. Proven ability to effectively manage multiple priorities with a positive attitude, willing to go above and beyond to achieve team objectives.
Overview
5
5
years of professional experience
3
3
Languages
Work History
Financial Services Representative
Easyfinancial Services
02.2024 - Current
- Identified opportunities to cross-sell products, resulting in increased revenue fo company
- Generating sales and managing overdue accounts through direct engagement with customers, helping them build their credit through monthly payments.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
Financial Sales Representative
Fairstone Financial
01.2023 - 01.2024
- 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, ON 05.2018 - 2020.04
Skills
Customer relationship building
Financial product sales
Multitasking
Customer relationship building
Timeline
Financial Services Representative
Easyfinancial Services
02.2024 - Current
Financial Sales Representative
Fairstone Financial
01.2023 - 01.2024
Financial Services Representative
CASH 4 YOU
09.2021 - 12.2022
Supervisor
Tim Hortons
07.2020 - 08.2021
College Diploma - Business Administration
St. Lawrence College
05.2018 - 2020.04
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