Rajvinder Singh Kohli
Charlottetown,PE
Summary
Aspiring Financial Professional with a strong dedication to teamwork and its role in achieving success. Dedicated, organized, and methodical with excellent interpersonal skills. Eager to learn and develop new skills, constantly seeking new responsibilities within various employment areas. Currently seeking opportunities in the financial industry, holding a certification from the Investment Funds Institute of Canada (IFIC). Reliable, dependable, passionate, and attentive in the pursuit of a successful career in finance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Administrative Assistant
Ferguson sales INC.
Charlottetown, PE
06.2023 - Current
- Handling and assisting with document distribution and other administrative projects and responsibilities
- Handling Account Receivables & Account Payables
- Arranging and attending meetings as required
- Preparing and submitting purchase orders and Invoices
- Managing manufacturer representative application forms and project registrations
- Process supplier invoices for payment in a timely manner
- Process travel and expense claims as per company policy and procures
- Verify information for accuracy and follow up on incomplete documentation
- Apply appropriate HST provisions
- Reconciliation of internal and external documentation on a regular basis
- Address inquiries from suppliers and others both verbally and in writing in a timely manner
- Handling and filing of electronic and/or paper documents
- Established an organized filing system that streamlined document retrieval and reduced misplaced files.
Mutual Fund Sales specialist
CIBC
09.2022 - 05.2023
- Consistently exceed sales targets by aggressively promoting and selling mutual funds to bank customers
- Generate leads through proactive prospecting, networking, and referrals
- Deliver compelling sales presentations and negotiate terms to secure profitable deals
- Develop and implement innovative sales strategies to penetrate target markets and expand the customer base
- Identify cross-selling and upselling opportunities to maximize revenue per client
- Build and nurture strong client relationships to maximize satisfaction and retention
Financial Service Representative
Cash4you
04.2022 - 09.2022
- Reaching out or responding to inbound/outbound calls from potential customers
- Processing applications for multiple personal lending products
- Manage the life cycle of the loan, including collections activities
- Implementing key strategies to drive growth as well as demonstrating exemplary customer service standards and a high level of energy to exceed goals
- Reading and understanding credit bureau reports and maintaining a high level of personal lending product knowledge
- Actively marketing and selling lending products and services and demonstrating strong collaborative skills within a team environment
Retail Merchandiser
Fresh Arisen
05.2019 - 06.2021
- Handling and assisting with document distribution and other administrative projects and responsibilities
- Handling Account Receivables & Account Payables
- Arranging and attending meetings as required
- Preparing and submitting purchase orders and Invoices
- Managing manufacturer representative application forms and project registrations
- Helping company employees with internal and external research projects
- Performing basic data entry as required
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Maintained personnel records and updated internal databases to support document management.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
- Established an organized filing system that streamlined document retrieval and reduced misplaced files.
Education
PG - finance
Thompson Rivers University
04.2021
Bachelor of Business Administration -
GGSIPU
06.2018
Skills
- MS Office Proficiency
- Problem-solving skills
- Strong verbal and written communication
- Self-motivated nature
- Meticulous attention to detail
- Administration strength
- Due diligence
- Sales proficiency
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
IFIC
Accomplishments
Investment Funds in Canada
Timeline
Administrative Assistant
Ferguson sales INC.
06.2023 - Current
Mutual Fund Sales specialist
CIBC
09.2022 - 05.2023
Financial Service Representative
Cash4you
04.2022 - 09.2022
Retail Merchandiser
Fresh Arisen
05.2019 - 06.2021
PG - finance
Thompson Rivers University
Bachelor of Business Administration -
GGSIPU