Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
References
Timeline
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Nipun Verma

Regina,SK

Summary

Personable and dedicated business administration honors program graduate with nearly 3 years of experience in sales and customer service. Skilled in establishing rapport with clients and maintaining customer satisfaction. Demonstrated passion for building relationships, cultivating partnerships, and growing businesses.

Overview

3
3
years of professional experience
1
1
Certification

Work History

BANKING ADVISOR

Royal Bank of Canada
Regina, SK
01.2023 - Current
  • Engage with clients professionally and courteously.
  • Guide clients through managing various banking products, including bank accounts, credit cards, mortgages, lines of credit, and loans.
  • Reach out to clients for mortgage and GIC renewals.
  • Consistently achieved and exceeded sales objectives on a weekly and quarterly basis.
  • Demonstrate consistent involvement in collaborative sales strategies.

BANKING ADVISOR

Scotiabank
Porcupine, ON
06.2022 - 12.2022
  • Engaged with clients professionally and courteously
  • Guide clients through managing various banking products, including bank accounts, credit cards, mortgages, lines of credit, and loans
  • Reached out to customers for mortgage and GIC renewals.
  • Worked on achieving weekly and quarterly sales goals and business targets
  • Demonstrated consistent involvement in collaborative sales strategies

FINANCIAL SERVICER REPRESENTATIVE

CIBC
Regina, SK
01.2022 - 05.2022
  • Engaged with clients professionally and courteously.
  • Guide clients through managing various banking products, including bank accounts, credit cards, mortgages, lines of credit, and loans.
  • Engaged with clients to discuss pre-approved offers including credit cards and loans
  • Work on achieving weekly and quarterly sales goals and business targets
  • Demonstrate consistent involvement in collaborative sales strategies

RETAIL SALES CONSULTANT

Moores Clothing for Men
Peterborough, ON
08.2021 - 01.2022
  • Delivered exceptional customer experiences through friendly and efficient communication, both in-person and over the phone.
  • Delivered efficient support services for different types of businesses - rental, custom, retail, and omni-channel - by responding promptly to customer queries.
  • Actively fostered and engaged in collaborative selling efforts with team members
  • Utilized various software operating systems such as Oracle, PeopleSoft, WFM, and Loop Communications.
  • Collected cash and negotiable documents (cheques and credit cards), trial balance, and stock documents.
  • Executed shipping and receiving protocols, per operational guidelines.

Education

Bachelor's degree - Bachelor of Business Administration (BBA) Honors

Trent University
Peterborough, ON
01.2022

Skills

  • Proficient in MS Excel
  • Skilled in MS Word Applications
  • Expertise in MS Outlook Functionality
  • General Ledger Entries
  • Report Writing
  • Data Entry
  • Administrative Support
  • Strategic Investment Planning
  • Understanding of Mutual Funds
  • Typing Proficiency: 45 WPM
  • Cash Management
  • Database Administration
  • Verbal and written communication
  • Customer Service

Accomplishments

  • Exceeding quarterly sales targets by nearly 150%
  • Consistently maintained high customer satisfaction ratings
  • Exceeding weekly appointment targets by 125% on regular basis

Certification

  • Investment funds in Canada I CIFC Institute
  • Personal Financial Service Advice I CSI Institute

References

References available upon request.

Timeline

BANKING ADVISOR

Royal Bank of Canada
01.2023 - Current

BANKING ADVISOR

Scotiabank
06.2022 - 12.2022

FINANCIAL SERVICER REPRESENTATIVE

CIBC
01.2022 - 05.2022

RETAIL SALES CONSULTANT

Moores Clothing for Men
08.2021 - 01.2022

Bachelor's degree - Bachelor of Business Administration (BBA) Honors

Trent University

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