Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

POONAM RANI

Brampton,ON

Summary

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 leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

6
6
years of professional experience

Work History

Financial Sales Representative

Cash 4 You
11.2021 - 02.2024
  • Increased client satisfaction by providing personalized financial advice and investment recommendations.
  • Developed long-lasting relationships with clients through effective communication and understanding of their financial goals.
  • Streamlined sales processes for improved efficiency, leading to increased revenue generation.
  • Utilized market research and analysis to identify new business opportunities and expand the customer base.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
    · Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
    · Resolved concerns with products or services to help with retention and drive sales.
    · Logged call information and solutions provided into internal database.
    · Trained new employees on best practices and customer care procedures to eliminate inefficiencies.
    · Communicated with clients regarding account services, statements, and balances.
    · Maintained up-to-date knowledge of product and service changes.
    · Managed timely and effective replacement of damaged or missing products.
    · Responded proactively and positively to rapid change.
    · Followed up with customers about resolved issues to maintain high standards of customer service.
    · Met customer call guidelines for service levels, handle time and productivity.

Recruiter Specialist

CROSS MERGE SERVICES
12.2021 - 11.2022

Managed recruitment team and trained and mentored new advisors.
· Worked with recruiting teams and human resources representatives to accomplish hiring objectives.
· Managed recruitment team and educated and mentored new advisors.
· Measured and reported on recruitment metrics to track successes and failures of recruitment efforts and identify areas for improvement.
· Negotiated job offers to attract top talent and keep organization competitive in job market.
· Managed applicant tracking systems to keep recruitment processes organized.
· Worked with managers to achieve compliance with organizational policies, providing clarifying information and recommending necessary changes.
· Recruited top talent to maximize profitability.

Security Guard

Northwest Protection Services
10.2020 - 06.2022

Inspect and patrol premises regularly.
Monitor property entrance.
Authorize entrance of people and vehicles.
Report any suspicious behaviors and happenings.
Secure all exits, doors, and windows.
Monitor surveillance cameras.

Assistant Financial Manager

Punjab National Bank
06.2018 - 08.2020
  • Enhanced financial reporting accuracy by streamlining processes and implementing improved internal controls.
  • Assisted in the development of annual budgets, ensuring alignment with company objectives and financial targets.
  • Reduced operating costs by identifying inefficiencies and implementing cost-saving measures across various departments.
  • Supported executive management in making informed financial decisions through analysis of key performance indicators and trends.

Education

Business And International Marketing - Business

Lambton College
Mississauga
09.2020

Bachelors of Commerce - Commerce

University College
Jaito,Punjab
05.2018

Skills

  • Sales Development
  • Competitive Analysis
  • Account development
  • Recruiting
  • Active Listening
    Team Management
    Performance Optimization
    Confidential Records Management
    Advanced Arrangements
    Problem Resolution
    Data Analysis

Languages

English
Full Professional
Punjabi
Full Professional
Hindi
Full Professional

Timeline

Recruiter Specialist

CROSS MERGE SERVICES
12.2021 - 11.2022

Financial Sales Representative

Cash 4 You
11.2021 - 02.2024

Security Guard

Northwest Protection Services
10.2020 - 06.2022

Assistant Financial Manager

Punjab National Bank
06.2018 - 08.2020

Business And International Marketing - Business

Lambton College

Bachelors of Commerce - Commerce

University College
POONAM RANI