Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
BusinessAnalyst

Gurpreet Kaur

Edmonton,AB

Summary

Dynamic and results-driven financial service representative with a strong background in customer service, sales, and accounting. Proven ability to identify client needs, offer tailored financial solutions, and consistently achieve sales targets. Skilled in financial analysis, risk management, and customer education, with a focus on fostering positive client relationships. Experienced in various financial products and services, committed to delivering superior customer experiences and empowering clients to achieve their financial goals. Excellent communicator with a detail-oriented approach, capable of multitasking in fast-paced environments.

Overview

4
4
years of professional experience
1
1
Certification

Work History

FINANCIAL SERVICE REPRESENTATIVE

EASY FINANCIAL
09.2023 - Current
  • Identify business opportunities and understanding client’s financial goals, and building superior customer service experiences by welcoming and engaging customers in person, over the phone, and by email
  • Assisted clients in client interaction by offering financing solutions and helping them to rebuild their credit and educate clients for better future and financial freedom
  • Experienced great success achieving sales target for every month as a financial service representative with Go Easy
  • Taking feedbacks from customer and engage them for better experience and client satisfaction
  • Actively prospected new clients through marketing and outbound calls
  • Demonstrating compassion and empathy for customers by understanding their situation with needs and providing them suitable financial lien or loan
  • Educate and empower customers to achieve their financial goals through building their credit
  • Capitalize on financial cross-sale, upselling and add-on products
  • Performed financial analysis, risk management to review and evaluate financial loan applications, understanding 5C’s of credit (character, capacity, condition, capital and collateral) in each client scenario
  • Communicate the terms and conditions of financial products
  • Review and evaluate prospective loans through financial analysis and other risk assessments and offer consolidation of debts
  • Secure all required information to fulfill customer applications for products and services with strong attention to detail
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Learned and adapted quickly to new technology and software applications.
  • Proved successful working within tight deadlines and a fast-paced environment.

CUSTOMER SERVICE ASSOCIATE Part-time

WALMART
07.2023 - 12.2023
  • Providing excellent Customer Service by greeting all customers in a polite and friendly manner
  • Assisting customers by promoting products/services, locating merchandise, and making purchase decisions, resolving customer issues, and referring concerns where appropriate
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
  • Carried out day-day-day duties accurately and efficiently
  • Demonstrated respect, friendliness, and willingness to help wherever needed
  • Offered efficient service to customers, handled challenging situations with ease

ACCOUNTING ASSOCIATE

P KANT TONDON & CO.
03.2021 - 04.2023
  • Statutory and tax audit of clients associated with organization (companies, firms and individuals)
  • Data entry and preparation of financial books of accounts
  • Reporting 3rd party out-of-pocket expenses, client personal expenses against program budget and any other expense charges to program budget, follow-up about questionable or invalid expenses (invoice review) and payment processing
  • Track record of overseeing financial statements including trial balance, bank reconciliation reports, profit & loss account, age wise account payable & account receivable statements and balance sheets
  • Filing of Returns, Analysis of Demand, and refund under Income Tax
  • Performed reconciliations of bank statements, general ledger accounts, and fixed assets
  • Preparation of financial returns, GST and Income tax returns
  • Rich experience in entire gamut of accounting and finance operations

Education

Bachelor of Commerce -

Lucknow University

Personal Finance Essentials -

McGill University

Skills

  • Client Centricity
  • Self starter
  • Critical Thinking
  • Collaboration
  • Resiliency
  • Digital Literacy
  • Problem-Solving
  • Decision-making
  • Listening skills
  • Microsoft Office
  • Time Management skills
  • Financial service
  • Flexibility
  • Verbal communication
  • Self-Motivated
  • Client Discovery
  • Quick thinker
  • Attention to detail
  • Driving License
  • Teamwork and Collaboration
  • Customer Service
  • Friendly, Positive Attitude
  • Time Management
  • Flexible and Adaptable
  • Computer Skills
  • Organizational Skills
  • Calm Under Pressure

Certification

Investment Funds in Canada, IFIC, Mutual Fund Certificate, 1151475

Languages

English
Full Professional

Timeline

FINANCIAL SERVICE REPRESENTATIVE

EASY FINANCIAL
09.2023 - Current

CUSTOMER SERVICE ASSOCIATE Part-time

WALMART
07.2023 - 12.2023

ACCOUNTING ASSOCIATE

P KANT TONDON & CO.
03.2021 - 04.2023

Personal Finance Essentials -

McGill University

Bachelor of Commerce -

Lucknow University

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Gurpreet Kaur