Krishna Patel
Nanaimo,BC
Summary
Well-qualified Financial Representative with proven success in Sales and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
3
3
years of professional experience
Work History
Financial Services Representative
Momentum Financial Services Group
03.2024 - Current
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
- September performance: IL numeric target exceeded by 8/7 which is 16200$ amount. That is 67% of in store contributions. With 50% LPP & 81.13 LTV
- PDL achieved 31/37 achieved 84% coming near to end of the month. Contributed 60% of revenue collection in store. 75% LTV
- Debt calls - 7340$ with 93.4% of kept rate
Receptionist
Sunrise Ridge Resort
03.2024 - Current
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Customer Account Specialist
TD Auto Finance LLC.
11.2023 - 01.2024
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Assists in negotiations of terms and conditions of all decisions made via phone with customers
- Works independently on a range of complex tasks, which may include unique situations.
Payment & Rewards Representative
PC Financial
09.2021 - 05.2023
- Collaborated to develop and maintain targeted profit plans to sustain growth.
- Strengthened relationships with external partners through timely communication and collaboration.
- Focus is primarily on business/group within company may have broader, enterprise-wide focus.
- Explained features and advantages of credit products or services to promote sales.
Education
Graduate Diploma In Project Management - Project Management
Vancouver Island University
Nanaimo, BC08.2020
Post-Degree Diploma In Business - Business
Vancouver Island University
Nanaimo, BC06.2019
Bachelor In Business Administration - Business Administration
Veer Narmad South Gujarat University
Navsari04.2017
Skills
- Excellence Communication & Negotiations Skills
- Customer Relationship Management
- Cash Handling
- Account documentation
- Financial Product Sales
- Regulatory Compliance
- Goal oriented
- Need based Solutions
- Inbound-Outbound calls
- Administrative Services
Timeline
Financial Services Representative
Momentum Financial Services Group
03.2024 - Current
Receptionist
Sunrise Ridge Resort
03.2024 - Current
Customer Account Specialist
TD Auto Finance LLC.
11.2023 - 01.2024
Payment & Rewards Representative
PC Financial
09.2021 - 05.2023
Graduate Diploma In Project Management - Project Management
Vancouver Island University
Post-Degree Diploma In Business - Business
Vancouver Island University
Bachelor In Business Administration - Business Administration
Veer Narmad South Gujarat University
Similar Profiles
KARAMJEET KAURKARAMJEET KAUR
Financial Sales Representative at Momentum Financial Services GroupFinancial Sales Representative at Momentum Financial Services Group
Chantel JonesChantel Jones
Operations Manager at Momentum Financial Services GroupOperations Manager at Momentum Financial Services Group
Angelica HernandezAngelica Hernandez
Branch Sales Manager at Momentum Financial Services GroupBranch Sales Manager at Momentum Financial Services Group