JAYKUMAR SONI
Halifax,Nova Scotia
Summary
Motivated and client-focused Financial Services professional with experience in advising clients on investments, savings, and insurance solutions. Skilled at building long-term client relationships, achieving sales targets, and delivering tailored financial advice. Strong background in customer service, compliance, and problem-solving with proven ability to thrive in fast-paced, target-driven environments. Seeking to leverage financial knowledge and sales expertise as a Financial Service Representative / Financial Advisor with a leading financial institution.
Overview
7
7
years of professional experience
1
1
Certification
Work History
General Merchandise Associate
Walmart
05.2024 - Current
- - Delivered personalized customer service, assisting with product decisions and resolving issues.
- - Maintained organized sales floor, contributing to improved customer experience.
- - Collaborated with team members to meet performance targets and store goals.
Customer Service Supervisor
Hasty Market
01.2021 - 03.2024
- - Supervised and trained staff, enhancing efficiency and customer service standards.
- - Managed daily operations, including sales, inventory, and client interactions.
- - Resolved client concerns with professionalism, driving customer satisfaction and loyalty.
- - Implemented upselling strategies, increasing sales revenue by improving customer engagement.
Sales Associate
Walmart
08.2020 - 01.2021
- - Provided customer solutions through needs-based product recommendations.
- - Achieved sales targets by promoting add-on services and products.
- - Delivered consistent customer satisfaction, improving repeat business.
Junior Financial Advisor
Muthoot Finance Group
06.2018 - 12.2019
- - Advised clients on loans, savings, and financial products, ensuring compliance with company policies.
- - Identified cross-selling opportunities, improving branch revenue.
- - Assisted clients with account openings, deposits, and transactions while maintaining accuracy.
- - Built long-term client relationships by providing tailored financial solutions.
- - Collaborated with team to achieve sales goals and regulatory compliance standards.
Education
Diploma - Business
Canadore College of Applied Arts and Technology
Scarborough, ON12.2022
Diploma - Chemical Engineering
N G Patel Polytechnic
Bardoli05.2018
Skills
- Financial Advising & Client Relationship Management
- Banking Operations & Investment Products (RRSP, TFSA, GICs, Mutual Funds)
- Sales & Cross-Selling Strategies
- Insurance Products & Risk Management
- Compliance & Regulatory Knowledge (CIFC Certified)
- Customer Service & Retention
- Problem-Solving & Analytical Thinking
- Time Management & Adaptability
Certification
Canadian Investment Fund Course (CIFC/IFIC) – Eligible to advise on mutual funds & investment products
Timeline
General Merchandise Associate
Walmart
05.2024 - Current
Customer Service Supervisor
Hasty Market
01.2021 - 03.2024
Sales Associate
Walmart
08.2020 - 01.2021
Junior Financial Advisor
Muthoot Finance Group
06.2018 - 12.2019
Diploma - Business
Canadore College of Applied Arts and Technology
Diploma - Chemical Engineering
N G Patel Polytechnic