Summary
Overview
Work History
Education
Skills
Timeline
GeneralManager

JINESHPURI GOSWAMI

Etobicoke,ON

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

2
2
years of professional experience

Work History

Customer Service Cashier

DMart Store
  • Enhanced customer satisfaction by efficiently handling transactions and addressing inquiries.
  • Assisted in training new employees, ensuring they were knowledgeable about company policies and procedures.

Financial Advisor

RAJPUROHIT ADVISORY
01.2022 - 11.2023
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Collaborated with team members to streamline processes and improve overall client experience.

Education

PG DIPLOMA - Business Administration And HRM

Algoma University
Brampton
01.2024

Skills

  • Customer Service
  • Customer Complaint Resolution
  • Account Management
  • Problem-solving abilities

Timeline

Financial Advisor

RAJPUROHIT ADVISORY
01.2022 - 11.2023

Customer Service Cashier

DMart Store

PG DIPLOMA - Business Administration And HRM

Algoma University

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