Hi, I’m
DIVYANSHU ANEJA
Winnipeg,MB
Summary
- Business Management Post Graduate Diploma student complemented by a Bachelors Degree in Accounting and Commerce.
- Skilled Financial Services Representative with 1 year of experience assessing credit reports, facilitating loan approvals, managing documentation, and enhancing financial literacy.
- More than 1 year of experience as an accountant in a logistics company, which involves recording daily transactions in an ERP software and reporting financial data of an organization.
- Experienced in customer service through roles at Shri Ganpati Logistic and Tim Hortons, with a proven track record of contributing to client interactions, demonstrating the ability to cross-sell services, and efficiently handling inquiries or concerns related to financial products and services.
- Proficient in Microsoft Office with advanced skills in Excel, Word, and PowerPoint, including creating and summarizing spreadsheets using pivot tables, applying functions and formulas to calculations, creating professional documents, and designing engaging presentations.
Overview
6
years of professional experience
Work History
AAR Financial
Financial Service Representative
01.2024 - Current
Job overview
- Processed 40+ personal loans, generating over $250,000 in revenue monthly, through meticulous organizational skills and attention to detail
- Analyzed financial profiles of 300+ loan applicants monthly using a data-driven approach, reviewing financial documents like banking transaction summaries, pay stubs, monthly expenses, and credit reports to assess creditworthiness and minimize risk
- Answered 80+ calls on a multi-line system, took messages, and handled correspondence between the customers and the office by routing all phone calls to the appropriate department
- Delivered in-depth client consultations monthly, providing clear explanations of loan options, annual interest rates, amortization schedules, and repayment structures, resulting in an increased rating of 4.8 out of 5 via informed decision-making and increased customer trust
- Addressed 35+ customer inquiries daily with a 90% satisfaction rate by maintaining up-to-date knowledge of company products and services and offering tailored solutions
- Strengthened client relationships, achieving a 20% increase in repeated customers and a 25% increase in client referrals, by delivering personalized financial guidance and proactive follow-ups
- Achieved a 95% loan approval success rate, proactively resolving potential challenges and offering customized solutions to meet applicant needs
Tim Hortons
Team Member (Part time)
03.2023 - Current
Job overview
- Interacted with an average of 15 customers per hour, greeting and directing customers to products available on the menu
- Efficiently process guest orders with courteous service for exceptional customer satisfaction
- Receiving cash from customers and giving correct change
- Received consistent positive feedback from customers, reflecting dedication to delivering exceptional service
Shri Ganpati Logistics
Accountant
09.2019 - 12.2020
Job overview
- Responsible for the management and reporting of an organization's financial data, managing entries for freight charges and parties outstanding for vehicles, ensuring accurate financial records
- Recorded up to 100 entries daily for all logistics transactions in Tally ERP 9 business software for accounting and payroll function
- Responsible for the preparation of the organization's financial statements such as income statements and balance sheets
CA Jinesh Kumar Jain and co
Intern
06.2019 - 08.2019
Job overview
- Participated in auditing processes of 5 companies, assisting in financial audit and compliance checks
- Collaborated with senior team member to review financial documents
- Acquired knowledge of tax laws and regulations relevant to GST filing of salaried individuals
Education
Red River College PolytechnicWinnipeg, MB
Post-Graduate Diploma from Business Management
04.2024
Poornima UniversityJaipur
Bachelor of Commerce
12.2020
Skills
- Know your customer
- Sales and marketing
- Financial product sales
- Risk management
- Financial services
- Loan applications
Other Work History
Team Member (Part time), Tim Hortons, Winnipeg, Manitoba, 03/23, Current, Interacted with an average of 15 customers per hour, greeting and directing customers to products available on the menu., Efficiently process guest orders with courteous service for exceptional customer satisfaction., Receiving cash from customers and giving correct change., Received consistent positive feedback from customers, reflecting dedication to delivering exceptional service.
Languages
English
Full Professional
Punjabi
Native or Bilingual
Timeline
Financial Service Representative
AAR Financial
01.2024 - Current
Team Member (Part time)
Tim Hortons
03.2023 - Current
Accountant
Shri Ganpati Logistics
09.2019 - 12.2020
Intern
CA Jinesh Kumar Jain and co
06.2019 - 08.2019
Red River College Polytechnic
Post-Graduate Diploma from Business Management
Poornima University
Bachelor of Commerce
Similar Profiles
Parandeep Singh .Parandeep Singh .
Financial Services Representative at AAR FinancialFinancial Services Representative at AAR Financial
Puneet KaurPuneet Kaur
Customer Service Representative at AAR FinancialCustomer Service Representative at AAR Financial
Nzomo julianahNzomo julianah
Staff Nurse at AAR HospitalStaff Nurse at AAR Hospital