ISHIKA BANSAL
Scarborough,Canada
Summary
Dedicated financial and sales professional with over 3 years of experience in finance, compliance, and client services; recognized as a mentor and proven leader of high-performing teams. Strong problem-solving and analytical skills, with a track record of delivering practical, creative, and effective solutions. Fully licensed IIROC representative, holding the Canadian Securities Course (CSC) certification. Delivered multiple presentations and webinars to Senior Relationship Managers (SRMs) and Financial Planners (FPs) on Salesforce and new compliance tools and resources. Actively mentored sales team members during onboarding and provided ongoing post-training support to improve team performance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Sheridan Union Member – Station Kitchen
Sheridan College
07.2023 - 01.2024
- Advocated for student needs through event planning and engagement initiatives.
- Assisted in operational tasks, inventory management, and team collaboration.
- Organized social events to enhance student involvement.
- Promoted and upsold campus kitchen offerings during peak hours, contributing to a 20% increase in daily sales.
- Engaged with students to gather feedback and improve service experience, boosting return visits and loyalty.
- Supported point-of-sale transactions and ensured accurate cash handling during events and service hours.
Talent Acquisition Specialist & Sales Coordinator
Linkruit
06.2022 - 03.2023
- Developed and executed end-to-end recruitment strategies, reducing time-to-fill for mid-level roles within 20 to 30 days.
- Targeted passive and active candidates through LinkedIn Recruiter, job boards, and Boolean search techniques.
- Conducted market research to assess salary trends and talent availability, improving offer acceptance rates.
- Assisted in business development by pitching staffing services to potential clients, helping close 3 new contracts.
- Maintained and updated client and candidate activity in Salesforce, ensuring clean data tracking and pipeline visibility.
- Used Salesforce CRM to manage leads, schedule follow-ups, and analyze campaign responses, helping the sales team boost client engagement by 18%.
Sales Supervisor
Housr Technologies
01.2021 - 06.2022
- Supervised a team of 15, ensuring 100% compliance in safeguarding sensitive client information.
- Leveraged Salesforce CRM to track engagement with over 1,000 client accounts, identifying subscription compliance gaps and driving a 12% improvement in client retention.
- Managed customer records and resolved escalations through Salesforce, improving resolution times and maintaining high service satisfaction.
- Resolved 95% of client escalations within SLA timelines, preserving customer trust.
- Evaluated team efficiency by monitoring performance against key regulatory and internal KPIs, achieving a 15% uplift in overall operational compliance.
- Generated weekly reports using Salesforce dashboards to monitor conversion rates, upselling trends, and team performance.
Education
Postgraduate Certificate - Human Resource Management
Sheridan College
Postgraduate Certificate - International Business Management
Niagara College
Bachelor’s - Journalism & Mass Communication
Banasthali Vidyapith
Skills
- Microsoft Excel (Pivot Tables, VLOOKUP, Macros)
- Salesforce & CRM Software
- Power BI (Reporting & Analytics)
- Digital Evidence Handling Tools
- Financial Compliance Software (CPM, IIROC tools)
- Social Media Sourcing (LinkedIn, Glassdoor, Indeed)
Languages
Hindi
Full Professional
English
Professional Working
GERMAN
Limited Working
Certification
- Canadian Securities Course (CSC) – 2025
- Excel Essential Training – 2022
Timeline
Sheridan Union Member – Station Kitchen
Sheridan College
07.2023 - 01.2024
Talent Acquisition Specialist & Sales Coordinator
Linkruit
06.2022 - 03.2023
Sales Supervisor
Housr Technologies
01.2021 - 06.2022
Postgraduate Certificate - International Business Management
Niagara College
Bachelor’s - Journalism & Mass Communication
Banasthali Vidyapith
Postgraduate Certificate - Human Resource Management
Sheridan College
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