Harshit Sharma
Toronto,Canada
Summary
Customer Service Representative with 6+ years of experience in financial services, specializing in customer satisfaction and operational efficiency. Proficient in financial regulations, risk assessment, and market analysis, consistently surpassing goals and optimizing processes. Committed to leveraging advanced communication and relationship management skills to drive growth and enhance customer loyalty.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Sales Representative
Best Buy
Toronto, Canada
11.2022 - 08.2023
- Surpassed sales goals using product expertise and consultative sales techniques.
- Boosted revenue by promoting financial services and cross-selling.
- Enhanced customer loyalty through team collaboration for superior service.
- Implemented a new inventory tracking system, enhancing stock accuracy and reducing out-of-stock instances, which improved overall sales efficiency.
- Maintained comprehensive sales records and performed daily inventory audits to ensure precision and compliance with corporate standards.
Junior Accountant
Srodeep Infra Developers Limited
, India
06.2021 - 07.2022
- Prepared accurate financial records aligned with regulatory standards, streamlining audits and compliance.
- Analyzed financial reports and forecasts, driving informed strategic decisions and cost efficiency.
- Led budgeting initiatives, optimizing resource allocation and enhancing financial performance.Implemented a new accounting software system, increasing reporting accuracy and reducing processing time for financial statements.
Client Portfolio Management Intern
Sharekhan by PNB Paribas
, India
06.2019 - 08.2019
- Developed strategic investment plans by analyzing market trends, financial data, and economic indicators.
- Optimized client portfolios through performance analysis and risk-aligned recommendations.
- Contributed to market research and portfolio adjustments, supporting clients' financial objectives.
Education
Post Graduate Diploma - Global Supply Chain Management
Georgian College
Toronto, ON04.2024
Post Graduate Diploma - Financial Planning
George Brown College
Toronto, ON04.2023
Bachelors of Business Administration -
GGSIPU Tecnia Institute of Adv. Studies
12.2020
Skills
- Prospecting and telemarketing
- Customer relations
- Closing techniques
- Customer service
- Upselling and cross selling
- Account servicing
- Sales presentations
- Retention strategies
- Technical product knowledge
- Customer needs assessment
- Sales consultation
- Field sales
- Post-sales support
- Sales expertise
- Exceeds sales goals
- Relationship management
Certification
- CANADIAN SECURITIES COURSE Canadian Securities Institute Nov 2024
- CERTIFICATION OF CANADIAN INVESTMENT FUNDS IFSE Institute Aug 2024
LINKS
LinkedIn: www.linkedin.com.
Timeline
Sales Representative
Best Buy
11.2022 - 08.2023
Junior Accountant
Srodeep Infra Developers Limited
06.2021 - 07.2022
Client Portfolio Management Intern
Sharekhan by PNB Paribas
06.2019 - 08.2019
Post Graduate Diploma - Global Supply Chain Management
Georgian College
Post Graduate Diploma - Financial Planning
George Brown College
Bachelors of Business Administration -
GGSIPU Tecnia Institute of Adv. Studies
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