PRIYANKA BALASUNDARAM
Ottawa,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
Money Mart
11.2023 - Current
- Conduct consultations with clients to understand their financial goals, needs, and preferences
- Analyze clients' financial situations and provide recommendations on suitable financial products and services
- Build and maintain strong relationships with clients through regular communication and personalized service
- Ensure compliance with regulatory requirements and internal policies in all aspects of sales and client interactions.
- Handle large amount of cash effectively
- Offer products to customers based on their needs
- Exceeded revenue objectives
- Manage approximately 50 incoming calls per day
Customer Service Representative
Dubai Islamic Bank
12.2018 - 03.2023
- Handled customer inquiries and suggestions courteously and professionally
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Answered constant flow of customer calls with minimal wait times.
Education
Bachelor of Engineering - Civil Engineering
Parisutham Institute of Technology And Science
Tamilnadu04.2018
Skills
- Communication skills
- Attention to detail
- Critical Thinking
- Calm Under pressure
- Ethical Conduct
- Technical Proficiency
- Goal-Oriented
- Client Relationship Management
- Sales Development
- Onsite client calls
- Customer Service
Languages
English
Professional Working
Timeline
Financial Sales Representative
Money Mart
11.2023 - Current
Customer Service Representative
Dubai Islamic Bank
12.2018 - 03.2023
Bachelor of Engineering - Civil Engineering
Parisutham Institute of Technology And Science
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