Manvith Gurram
Vancouver
Summary
Client-centric finance professional with CIFC certification, offering strong knowledge of investment products and retail banking services and financial services.
2+ years of experience across retail operations, client engagement, and finance consulting, including 2+ years of Canadian experience.
Proven ability to conduct needs-based conversations, identify client financial goals, and recommend appropriate banking solutions.
Experienced in sales, referrals, cash handling, and service delivery in fast-paced, customer-facing environments.
Authorized to work in Canada; based in Vancouver and open to relocating for long-term opportunities in regional and underserved markets across BC.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Customer Service Representative and OMNI Associate
Walmart
09.2024 - Current
- Delivered consistent customer service and transaction support across departments, contributing to a 12% increase in customer satisfaction scores based on internal feedback.
- Handled in-store queries and supported operations in fast-paced retail environments.
- Adapted quickly to shifting departmental needs and collaborated with teams to meet service goals with a 98% completion rate and NPS 100%.
Sales Associate
Snack ‘n’ Munch Convenience Store
10.2023 - 03.2024
- Drove product awareness using consultative sales strategies, contributing to a 10-15% increase in daily sales during peak hours.
- Provided exceptional customer service and resolved issues effectively, ensuring customer satisfaction and boosting customer visits by over 20%.
- Managed daily operations, maintaining a zero-discrepency record in cash handling and inventory updates.
Operations Associate & Trainer Relationship Associate
Bhanzu
04.2021 - 05.2023
- Collaborative work with sales team to support revenue efforts, contributing to a 15% improvement in successful sales pitches and a 12% reduction in refund requests through proactive issue resolution.
- Conducted market research across customer segments, boosting targeted outreach effectiveness by 25%.
- Managed class scheduling, invitations, and parent communications with 98% on-time executions.
Education
Masters In Business Administration - Finance
University Canada West
09.2025
Bachelor of Computer Science and Technology -
Malla Reddy Institute of Technology
Skills
- Client Relationship Management
- Onboarding
- Collaboration
- Cross-functional Teamwork
- Problem Solving
- Adaptability
- Cash Handling
- Transactional Operations
- Goal-oriented
- Financial Transactions Handling
- Digital Banking Demonstration
- Sales Generation
- Referral Generation
- Compliance Awareness
- Risk Sensitivity
Certification
Canadian Investment Funds Course, IFSE, 850449-1
Additional Information
Flexible to work all branch business hours, Strong ethics, eagerness to learn, and commitment to personal growth, Proven ability to thrive in target-driven environments
Timeline
Customer Service Representative and OMNI Associate
Walmart
09.2024 - Current
Sales Associate
Snack ‘n’ Munch Convenience Store
10.2023 - 03.2024
Operations Associate & Trainer Relationship Associate
Bhanzu
04.2021 - 05.2023
Masters In Business Administration - Finance
University Canada West
Bachelor of Computer Science and Technology -
Malla Reddy Institute of Technology