Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Dhruv

Scarborough,Canada

Summary

Customer-focused and results-driven sales and finance professional with hands-on experience in retail sales, client advisory, and financial services. Certified in Investment Funds in Canada (IFIC) with practical knowledge in investment solutions and account management. Skilled at discovering client needs, providing tailored financial guidance, and building long-term relationships. Proven ability to meet and exceed sales targets while delivering a holistic and exceptional customer experience. Seeking to leverage expertise as a Financial Advisor at Scotiabank to help clients achieve their financial goals.

Overview

7
7
years of professional experience
1
1
Certification
1
1
year of post-secondary education

Work History

Customer Service & Sales Support

VP Protection Inc.
01.2024 - Current
  • Discovered client needs and provided tailored service solutions, contributing to long-term client satisfaction.
  • Assisted in upselling services, achieving individual and team sales targets.
  • Managed client accounts, handling inquiries, and ensuring exceptional customer experience.
  • Coordinated administrative tasks and reporting to support operational efficiency.
  • Trained and mentored new staff to improve service delivery and team performance.

Sales Associate

Zara
01.2023 - 01.2024
  • Delivered a customer-centric approach, guiding clients on purchases and personalized recommendations.
  • Consistently exceeded sales targets through upselling and cross-selling strategies.
  • Maintained accurate POS transactions, returns, and inventory records.
  • Developed long-term customer relationships, driving loyalty and repeat business.
  • Supported store operations, including visual merchandising and inventory management.

Financial Sales Associate

Gaurav Aggarwal and Associates
01.2022 - 01.2023
  • Assisted clients in understanding financial reports and investment opportunities.
  • Provided tailored financial solutions aligned with client goals and priorities.
  • Conducted account reconciliations and supported portfolio management tasks.
  • Built and nurtured client relationships through proactive communication and support.
  • Streamlined client documentation to improve service delivery and response times.
  • Leveraged financial knowledge to guide clients toward informed investment decisions.

Sales & Operations Associate

Luxmi General Store
01.2019 - 01.2023
  • Managed daily sales operations and customer transactions while ensuring high service standards.
  • Increased revenue through personalized recommendations and strategic promotions.
  • Maintained financial records, cash flow, and bookkeeping.
  • Trained staff on customer service excellence and sales techniques.
  • Resolved client issues professionally to maintain strong long-term relationships.
  • Implemented marketing initiatives to attract new customers and grow the business.

Education

Diploma - Business

Centennial College
Toronto, ON
05.2023 - 08.2024

Senior Secondary - Commerce

KRM DAV COLLEGE
Punjab
01.2022

Skills

  • Customer needs discovery & analysis
  • Sales strategy & exceeding targets
  • Relationship development & retention
  • Client-focused advisory & problem solving
  • Communication, negotiation & presentation skills
  • Team collaboration & operational support
  • Financial reporting & account management
  • Investment funds & financial products (IFIC certified)

Certification

  • Investment Funds in Canada (IFIC) – Completed
  • First Aid & CPR Certified

Languages

English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual

Timeline

Customer Service & Sales Support

VP Protection Inc.
01.2024 - Current

Diploma - Business

Centennial College
05.2023 - 08.2024

Sales Associate

Zara
01.2023 - 01.2024

Financial Sales Associate

Gaurav Aggarwal and Associates
01.2022 - 01.2023

Sales & Operations Associate

Luxmi General Store
01.2019 - 01.2023

Senior Secondary - Commerce

KRM DAV COLLEGE

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