PINKY PINKY
Toronto,ON
Summary
Dedicated Investment Representative professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges. Solid team player with positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success.
Overview
3
3
years of professional experience
2
2
Certificate
Work History
TD Investments Representative
TD CANADA TRUST
Toronto, ON
06.2022 - Current
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Played key role in addressing concerns and providing subject matter guidance to customers and/or partners; and be accountable for problem solving and/or raising matters to appropriate people.
- Establish rapport with all potential clients to transfer new assets to TD Direct Investing. Accountable to acquire new prospects and external assets - new account openings.
- Strong commitment to customer service, with strong emphasis on CEl (New Account management, education, proactive calls,etc). Every Client, Every Time - legendary client experience.
- Manage all day-to-day operational and logistical functions within the IC to ensure compliance with TD Direct Investing standards and policies, be knowledgeable of and comply with Bank and IIROC codes of conduct and with securities laws and regulations.
Exclusive Partner Program Specialist
BELL CANADA
Toronto, ON
09.2021 - 06.2022
- Collaborated with senior management and business line management to identify and prioritize new concepts for sales improvement and launch.
- Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.
- Implemented up-selling strategies such as recommending accessories and complementary purchases.
- Maintained 100% customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Educated customers about billing, payment processing and support policies and procedures.
Sales Representative
BELL CANADA
Toronto, ON
04.2021 - 09.2021
- Increased 90% sales by offering advice on purchases and promoting additional products.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Completed daily 60-70 inbound calls, up to 8 hours per day.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
- Organized sales paperwork, presented proposals and finalized contracts.
Sales Associate
KITCHEN STUFF PLUS
Toronto, ON
10.2020 - 03.2021
- Recommended appropriate services to customers and helped overcome objections with persuasive communication style.
- Coordinated efficient product deliveries to meet customers' demands.
- Kept customer spaces clean, neat and organized for maximum appeal.
- Assembled completed orders and processed accurate payments to minimize accounting errors.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Customer Service Representative
TIM HORTONS
Toronto, Ontario
01.2020 - 09.2020
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Helped customers complete purchases, locate items and join reward programs.
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
- Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
Education
Strategic Business Management - Ontario College Graduate Certificate
Centennial College of Applied Arts And Technology
Toronto, ON2020
Human Resource Management - Ontario College Graduate Certificate
Centennial College of Applied Arts And Technology
Toronto, ON2020
Bachelor of Commerce - Commerce And Business Administration
Panjab University
India2018
Skills
- SAP & MS Office
- Planning and Coordination
- Issue and Complaint Resolution
- Customer Account Management
- Verbal and Written Communication
- De-escalation Techniques
- Multitasking and Prioritization
- Upselling Products and Services
- Billing Adjustments and Refunds
- Establishing and Maintaining Customer Rapport
- Policy and Procedure Compliance
- KYC & KYP
Certification
- Canadian Securities Course - Canadian Securities Institute - August 2022
- The Conduct and Practices Handbook Course- Canadian Securities Institute - September 2022
- Six Sigma - Green Belt - LinkedIn Learning Course Completion.
- Excel Expert - Microsoft Office Specialist for Office 2019 and Office 365 - LinkedIn Learning
Timeline
TD Investments Representative
TD CANADA TRUST
06.2022 - Current
Exclusive Partner Program Specialist
BELL CANADA
09.2021 - 06.2022
Sales Representative
BELL CANADA
04.2021 - 09.2021
Sales Associate
KITCHEN STUFF PLUS
10.2020 - 03.2021
Customer Service Representative
TIM HORTONS
01.2020 - 09.2020
Strategic Business Management - Ontario College Graduate Certificate
Centennial College of Applied Arts And Technology
Human Resource Management - Ontario College Graduate Certificate
Centennial College of Applied Arts And Technology
Bachelor of Commerce - Commerce And Business Administration
Panjab University
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