Summary
Overview
Work History
Education
Skills
References
Timeline
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Navinder Banga

Toronto,ON

Summary

Skilled in banking and sales, dedicated to enhancing customer service, optimizing account management, and fostering strong relationships. Eager to grow in financial services by helping clients achieve their goals, especially in mortgages and long-term planning. Applying for the Mobile Mortgage Specialist role at TD Bank.

Overview

6
6
years of professional experience

Work History

Sales Manager

Banga Furniture & Drapes
Mississauga, Ontario
01.2019 - Current
  • Led client facing and customer facing retail operations, handling complex sales with tailored solutions to meet unique client needs and financial goals.
  • Handled end-to-end account management for repeat customers, ensuring satisfaction and retention.
  • Elevated revenue by over $100K through strategic relationship management, upselling techniques, and in-depth client needs analysis.
  • Managed sales calls, data gathering, and action planning to consistently exceed monthly sales targets through strategic networking and upselling.
  • Maintained client confidentiality during invoicing, delivery scheduling, and high-value transactions.
  • Applied risk management practices when managing budgets, purchase agreements, and payment plans.
  • Mentored junior staff and facilitated knowledge transfer to enhance overall performance management and customer outcomes.

Account Service Representative

Royal Bank Of Canada
Mississauga, Ontario
05.2023 - 05.2025
  • Managed transactions over $15M monthly, facilitating portfolio management by ensuring accurate fund handling and adherence to regulatory standards.
  • Processed high-volume financial transactions, emphasizing accuracy, regulatory compliance, and client fund integrity.
  • Addressed account discrepancies by assessing client needs and providing solutions aligned with financial planning objectives.
  • Participated in performance management and professional development meetings to enhance workflow efficiency and service quality.
  • Enhanced financial services offerings based on customer needs, strengthening long-term relationships and client portfolios.

Youth Services Team Leader (Volunteer)

Autism Therapy & Training Inc.
Mississauga, Ontario
09.2022 - 07.2023
  • Built strong relationships with families and supported individualized care, showing attention to risk and compliance protocols in a clinical setting.
  • Strengthened planning and communication skills by managing multiple client care plans, similar to coordinating portfolios based on individual needs and long-term goals.
  • Responded swiftly to evolving needs while fostering team goals with professionalism and empathy.
  • Coached and supported junior staff, advancing professional development and elevating team performance.

Education

Bachelor of Arts - Political Science

York University
Toronto, ON
08-2023

Skills

  • Sales consultation
  • Customer experience
  • Microsoft Office
  • Business development
  • Sales strategy
  • Performance tracking
  • Regulatory requirements
  • Problem resolution

References

Available Upon Request

Timeline

Account Service Representative

Royal Bank Of Canada
05.2023 - 05.2025

Youth Services Team Leader (Volunteer)

Autism Therapy & Training Inc.
09.2022 - 07.2023

Sales Manager

Banga Furniture & Drapes
01.2019 - Current

Bachelor of Arts - Political Science

York University

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Navinder Banga