Summary
Overview
Work History
Education
Awards and Accomplishments
Timeline
Generic

Kritika Rishi

Mississauga,Canada

Summary

Seeking an opportunity leading to a professional experience where my creative and leadership skills will be utilized for mutual benefit. My interests align with accounting, finance, and banking. I am a collaborative team player with an ownership mentality and a track record of delivering the highest quality strategic solutions to resolve challenges and propel business growth. With experience as a self-motivated financial planner and a drive to succeed with deep knowledge in investor relations and fund administration along with focus on client’s business needs.

Overview

9
9
years of professional experience

Work History

Administrative Assistant

Northwood Mortgages
11.2023 - 11.2024


  • Manage diverse financial transaction and built strong client relationships by addressing inquiries and resolving issues efficiently.
  • Manage documents by organizing, scanning, and maintaining loan files, preparing reports, spreadsheets and presentations.
  • Coordinate and manage executive calendars, scheduling appointments, meetings and conferences.
  • Ordered and distributed office supplies while adhering to a fixed office budget.
  • Meeting and exceeding client engagement expectations, revenue, and productivity targets by understanding their needs.

Financial Planner

CIBC Bank
01.2022 - 02.2023


  • Lead client discussions and present curated products offered by the bank and help set their financial goal
  • Advised and processed client's HELOC, LOC, credit protection or personal loan deals
  • Carefully present options that fit perfectly with what each client needs
  • Established and enhanced the bank's presence with the community (participation at trade shows, conferences)
  • Helping clients with their investments by effectively profiling them with questions related to their
    short/long-term financial goals.
  • Training new incoming employees, resolving any queries and helping them understand client’s financial needs.

Sales Associate

INKEROS
12.2021 - 02.2022
  • Consistently exceeding sales targets, building strong customer relationships
  • Understanding and promoting current sales, promotions, and loyalty programs to enhance the customer experience.
  • Generate new business by prospecting, networking, and cold-calling.
  • Displaying a professional and unbiased manner at all times
  • Engaged with new and existing clients and made connections

Manager

Kelsey's
06.2020 - 12.2021
  • Investigated and resolved customer complaints regarding food quality and services
  • Complex problem solving in a fast-working environment
  • Managed and worked a team of up to 15 members
  • Helping to develop the company’s service, supervise staff and manage its resources.
  • Prepared and maintained Inventory and sales records
  • Prepared schedules for front and back-end staff

Sales Associates

OSL Retail Services
06.2019 - 05.2020
  • Processing sales, upgrades, and activations for wireless devices and accessories.
  • Handling inventory and merchandising, including opening and closing the store
  • Maintain a high level of product knowledge, staying up-to-date on new products and promotions.
  • Sales growth and targets with proficiency with point-of-sale systems and technology.

Helpdesk Analyst

ANR24
01.2016 - 01.2019
  • Troubleshooting remote users' network, hardware and software issues
  • Handled IVR and worked on Kareo Software
  • Prepared and verified aging reports and eligibility verification

Education

Ontario Mortgage Agent Course -

Real Estate and Mortgage Institute of Canada (REMIC)
05.2024

Global Hospitality Business Development -

Seneca College
Markham, ON
01.2020

Bachelor of Arts -

Delhi University
01.2016

Awards and Accomplishments

  • July 2024

        Northwood Mortgages

        Quarterly Momentum Award Winner

  • January 2022

        INKEROS

        High Roller of the Month

  • February 2022

        INKEROS 

        New office personal best total RGU's (Revenue Generating Unit)

  • January 2018

        ANR24

       Employee of the Year



Reference available upon request


Timeline

Administrative Assistant

Northwood Mortgages
11.2023 - 11.2024

Financial Planner

CIBC Bank
01.2022 - 02.2023

Sales Associate

INKEROS
12.2021 - 02.2022

Manager

Kelsey's
06.2020 - 12.2021

Sales Associates

OSL Retail Services
06.2019 - 05.2020

Helpdesk Analyst

ANR24
01.2016 - 01.2019

Global Hospitality Business Development -

Seneca College

Ontario Mortgage Agent Course -

Real Estate and Mortgage Institute of Canada (REMIC)

Bachelor of Arts -

Delhi University

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Kritika Rishi