Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

JASARJUN SINGH SETHI

Kamloops,BC

Summary

Highly motivated and detail-oriented finance graduate with a strong proficiency in financial analysis, budgeting, and investment strategies. Skilled in using Microsoft Office, data analysis software, and creating comprehensive financial reports. Eager to leverage analytical skills and finance knowledge to contribute to the success of a dynamic finance team.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Personal Shopper

Real Canadian Superstore
09.2023 - Current
  • Maintained high satisfaction ratings by completing orders quickly and making good selections for customers.
  • Placed completed orders in labeled, temperature-appropriate storage pending customer pick up.
  • Consistently met deadlines and quality goals for accuracy and timeliness.
  • Memorized store layouts and planograms to fulfill orders using shortest, most efficient route.

Customer Service Representative

Stag’s Head Liquor Store
05.2022 - 05.2023
  • Cultivating positive customer rapport through effective communication
  • Managed high-stress situations effectively, maintaining professionalism under pressure.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

Data Research Analyst

Morningstar Pvt Ltd.
06.2021 - 12.2021
  • Monitor automated data collection processes using proprietary tools and scripts
  • Ensure understanding of client usage of Morningstar C&E data
  • Conducted in-depth research to identify trends, patterns, and anomalies within large datasets.
  • Collaborated with cross-functional teams to develop data-driven solutions for complex business challenges.
  • Contributed to the successful completion of high-priority projects by ensuring timely delivery of accurate research findings.

Tax Verifier Intern

Sureprep Ltd.
01.2021 - 04.2021
  • Verified IRS tax forms (viz.1099INT, 1099DIV, 1099MISC) in 1040SCANVerify
  • Improved verification accuracy by implementing thorough quality control processes and procedures.

Business Development Executive

Motilal Oswal Financial Services Ltd.
12.2019 - 07.2020


  • Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
  • Increased client base by identifying and pursuing new business opportunities through market research and networking.
  • Established and maintained highly effective relationships with clients and industry partners to drive growth.
  • Conducting market research to stay updated on the new rules affecting the markets
  • Developing innovative sales targets and strategies for enhanced growth.

Education

Post Baccalaureate Diploma - Finance

Thompson Rivers University
Kamloops, BC
12.2024

Bachelor of Commerce - Bachelor in Commerce

SVKM’s Mithibai Collage of Commerce
Mumbai, India
04.2019

Skills

  • Financial Data Analysis
  • Attention to Detail
  • Customer Service
  • Planning and Organization
  • Decision-Making
  • Documentation And Reporting
  • Sales proficiency

Certification

  • Certified in Applied Finance, Treasury and Analytics (EY-CAFTA), Ernst & Young, 2021
  • ICITSS course in IT and MS Office, 2017

Languages

English
Professional Working
Hindi
Native or Bilingual
Punjabi
Limited Working

Timeline

Personal Shopper

Real Canadian Superstore
09.2023 - Current

Customer Service Representative

Stag’s Head Liquor Store
05.2022 - 05.2023

Data Research Analyst

Morningstar Pvt Ltd.
06.2021 - 12.2021

Tax Verifier Intern

Sureprep Ltd.
01.2021 - 04.2021

Business Development Executive

Motilal Oswal Financial Services Ltd.
12.2019 - 07.2020

Post Baccalaureate Diploma - Finance

Thompson Rivers University

Bachelor of Commerce - Bachelor in Commerce

SVKM’s Mithibai Collage of Commerce

Similar Profiles

CREATE PROFILE
JASARJUN SINGH SETHI