Open To Work
Kunal Gupta
Financial Representative
Peterborough,ON
Summary
Financial service representative with extensive experience at goeasy, specializing in financial analysis and client engagement. Achieved high client satisfaction through effective communication and customized solutions. Skilled in risk assessment and compliance, fostering strong relationships that drive sales and improve customer experiences.
Overview
10
10
years of professional experience
Work History
Financial Service Representative
Goeasy
10.2021 - Current
- Provided expert financial advice to clients regarding loan options and repayment plans.
- Analyzed client financial situations to recommend suitable products and services.
- Developed client relationships through effective communication and personalized service.
- Collaborated with team members to streamline operational processes and enhance efficiency.
- Utilized financial software like Salesforce, CRM and Wealthview to track client interactions and update loan statuses effectively.
- Documented interactions in CRM system to maintain accurate account records.
- Managed customer accounts to facilitate timely payments and resolve disputes.
Account Assistant
Dhiren Kothari and Company
01.2016 - 01.2019
- Processed invoices and managed payment schedules for vendor accounts.
- Maintained accurate financial records using accounting software systems.
- Assisted in preparing monthly financial reports for management review.
- Supported audits by organizing documentation and reconciling discrepancies.
- Assisted in accounts receivable, payable and general ledger activities.
Education
Post Graduate Certificate - Global Business Management
Fleming College
Peterborough, ONMaster's Degree - Finance and Accounting
University of Mumbai
Mumbai Bachelor's Degree - Finance & Accounting
University of Mumbai
MumbaiSkills
- Financial analysis
- Accounting and banking
- Compliance adherence
- Risk assessment
- Client engagement
- Client education
- Attention to detail
- Team collaboration
- Relationship management
- Communication skills
- Problem solving
- Professional ethics
Certificate
- REMIC
- CSC in progress
Timeline
Financial Service Representative
Goeasy
10.2021 - Current
Account Assistant
Dhiren Kothari and Company
01.2016 - 01.2019
Post Graduate Certificate - Global Business Management
Fleming College
Master's Degree - Finance and Accounting
University of Mumbai
Bachelor's Degree - Finance & Accounting
University of Mumbai