Khushi Gupta
Mississauga,ON
Summary
Energetic and personable with aptitude for building client relationships and understanding financial products. Possesses solid foundation in financial principles and strong skills in customer service and sales techniques. Dedicated to driving financial success and providing exceptional service.
Overview
1
1
year of professional experience
Work History
Sales Associate
Punjab & Sind Bank
10.2021 - 07.2022
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management strategies.
- Collaborated with internal departments to develop customized financial solutions tailored to individual client needs.
- Assisted clients in navigating complex tax implications related to their investments, ensuring compliance and maximizing potential savings.
- Consistently exceeded monthly sales quotas while maintaining strong adherence to ethical standards and compliance requirements.
- Supported the branch sales team in achieving monthly revenue targets by acquiring new customers.
- Provided detailed financial product explanations, resulting in increased customer trust and retention
Education
Certificate - Health Administration
Conestoga College Institute of Technology And Advanced Learning
Kitchener, None12-2024
Diploma - Culinary Management
Conestoga College Institute of Technology And Advanced Learning
Kitchener, None04-2024
Skills
- Customer service
- Teamwork and collaboration
- Time management
- Problem-solving skills
- Client relationship management
- Sales development
- Portfolio management
- Performance tracking
- Data interpretation
Languages
English
Full Professional
Hindi
Native or Bilingual
Timeline
Sales Associate
Punjab & Sind Bank
10.2021 - 07.2022
Certificate - Health Administration
Conestoga College Institute of Technology And Advanced Learning
Diploma - Culinary Management
Conestoga College Institute of Technology And Advanced Learning
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