Summary
Overview
Work History
Education
Skills
Websites
Certification
References
Timeline
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Jay Sutaria

Saskatoon/Willing To Relocate,SK

Summary

Detail-oriented and customer-focused Financial Service Representative with a strong background in finance and a proven track record of delivering exceptional service. Seeking to leverage my expertise in financial products, communication skills, and problem-solving abilities to contribute effectively to your company.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Customer Service Associate/Cashier

Walmart
Saskatoon, SK
11.2022 - 12.2023
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels
  • Drove customer loyalty and consistent sales through friendly service and knowledgeable assistance
  • Mentored new team members on POS system operation, customer service strategies, and sales goals
  • Tallied cash drawer at beginning and end of each work shift
  • Handle issues of return, exchange, and refund
  • Keep record of inquiries, questions, comments, suggestions, and complaints from customers
  • Responded to customer calls and emails to answer questions about products and services
  • Increased revenue by cross-selling and upselling products and services.

Financial Service Representative

Life Insurance Corporation of India
Nadiad, Gujarat
04.2013 - 08.2022
  • Provided personalized financial guidance and assistance to clients regarding investment and insurance products
  • Conducted financial needs assessments and recommended suitable products and services based on clients' goals and risk tolerance
  • Processed transactions accurately and efficiently, including deposits, withdrawals, loan applications, and new account opening
  • Resolved customer inquiries, complaints, and issues in a timely and professional manner, ensuring high levels of satisfaction
  • Collaborated with team members to achieve sales targets and promote financial literacy initiatives within the community
  • Built strong community relationships resulting in a consistent flow of sales leads.

Education

CMA Intermediate -

Institute of Cost Accountants of India
Ahmedabad, Gujarat, India
02.2013

Bachelor of Commerce - Accounting

Gujarat University
Nadiad, Gujarat, India
06.2007

Skills

  • Financial analysis and reporting
  • Excellent communication and interpersonal skills
  • Customer Relationship Management
  • Sales And Marketing
  • Microsoft Office Proficiency
  • Tech Savvy

Websites

Certification

Canadian Securities Institute - Investment Funds in Canada, 02/01/23, 06/01/23

References

Available upon request.

Timeline

Customer Service Associate/Cashier

Walmart
11.2022 - 12.2023

Financial Service Representative

Life Insurance Corporation of India
04.2013 - 08.2022

CMA Intermediate -

Institute of Cost Accountants of India

Bachelor of Commerce - Accounting

Gujarat University

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Jay Sutaria