Morin Pandya
Halifax,Canada
Summary
Result-driven business consultant with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
3
3
years of professional experience
Work History
Financial Services Representative
Scotiabank
05.2023 - 11.2023
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Maintained updated records of all financial transactions to support traceability.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Advised clients on favorable investment opportunities to meet established financial goals.
Business Consultant Inbound Sales
Newfold Digital
10.2020 - 04.2023
- Devised processes to boost long-term business success and increase profit levels.
- Developed complete business plans and operational strategies for new and existing business.
- Evaluated situations and delivered targeted solutions using various tools and resources.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
Education
High School Diploma -
Canadore College
Toronto, ON04.2020
Skills
- Customer Service and Assistance
- Cost-Effective Solutions
- Company Standards
- Customer Relationship Management
- Sales Quota Achievement
Timeline
Financial Services Representative
Scotiabank
05.2023 - 11.2023
Business Consultant Inbound Sales
Newfold Digital
10.2020 - 04.2023
High School Diploma -
Canadore College
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