Summary
Overview
Work History
Education
Skills
Certification
Timeline
Pritam Kumar Basant Singh

Pritam Kumar Basant Singh

Summary

Detail-oriented and results-driven financial services professional with over 4 years of experience across customer service, financial advising, and business operations. Proven expertise in risk assessment, client relationship management, and operational efficiency within fast-paced environments. Adept at leveraging financial knowledge, data analysis, and CRM tools to enhance service delivery and support strategic decision-making. Known for delivering consistent results, building trusted client relationships, and supporting business performance through accurate reporting and team collaboration.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Customer Service Representative

Shoppers Drug Mart
06.2023 - Current
  • Delivered front-line service to over 120+ customers weekly, achieving a 98% satisfaction score.
  • Tracked inventory and generated weekly sales reports in Excel, leading to a 15% reduction in inventory discrepancies.
  • Mentored and onboarded 5+ staff, boosting team efficiency and reducing new-hire training time by 20%.
  • Collaborated with pharmacy and front-end teams to help achieve a 10% increase in quarterly store revenue.

Sales Associate

Singh Sound
01.2022 - 11.2022
  • Sold and recommended financial and insurance-related products to over 100+ clients, driving a 25% increase in customer retention.
  • Utilized MS Excel and Outlook to manage daily scheduling, generate product reports, and maintain client portfolios.
  • Assisted in identifying client needs and upselling cross-category services, contributing to a 15% rise in quarterly revenue.
  • Delivered monthly in-store financial product demonstrations, improving client engagement and product understanding.

Customer Service Executive

EPI Center
09.2019 - 12.2021
  • Resolved 50+ client issues daily with a 95% first-contact resolution rate.
  • Tracked customer data using CRM tools and generated monthly accuracy and efficiency reports.
  • Supported the development of simplified service applications, reducing user complaints by 25%.
  • Gained basic technical knowledge to bridge service gaps between clients and technical teams.

Education

Graduate Certificate - Financial Planning

Centennial College, Toronto, ON
01.2024

Graduate Certificate - Global Business Management

Conestoga College, Kitchener, ON
01.2023

Bachelor’s - Commerce

University Of Mumbai
01.2020

Skills

  • Banking & Financial Services: Client Advisory, Credit Management, Retail Financial Products
  • Sales & Operations: Customer Acquisition, Sales Strategy, Revenue Optimization
  • Technical Tools: MS Excel, CRM Platforms, Outlook, PowerPoint, Word
  • Client Engagement: Relationship Building, Consultative Selling, Needs-Based Solutions
  • Soft Skills: Time Management, Team Collaboration, Communication, Analytical Thinking

Certification

  • LLQP – Life License Qualification Program
  • Tax Planning Certificate

Timeline

Customer Service Representative - Shoppers Drug Mart
06.2023 - Current
Sales Associate - Singh Sound
01.2022 - 11.2022
Customer Service Executive - EPI Center
09.2019 - 12.2021
Conestoga College - Graduate Certificate, Global Business Management
University Of Mumbai - Bachelor’s, Commerce
Centennial College - Graduate Certificate, Financial Planning

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Pritam Kumar Basant Singh