SARVESH CHOKSI
Scarborough,Canada
Summary
Proven Dealer Service Representative at Yamaha Motors Canada Ltd., adept in fostering significant dealer relationships and enhancing sales through strategic upselling and financial aid training. Achieved quarterly KPIs, demonstrating a goal-oriented mindset and customer service expertise. Skilled in Microsoft PowerPoint and problem-solving, I excel in driving business growth and maintaining high satisfaction levels.
Overview
6
6
years of professional experience
Work History
Dealer Service Representative
Yamaha Motors Canada Ltd.
Toronto, Ontario
08.2022 - Current
- Build and maintain strong relationships with authorized dealers, providing them with the necessary support to ensure a positive and productive partnership.
- Provide dealers with information on new offers on a monthly basis, and educate them by providing training to maximize sales.
- Accelerate business-to-business opportunities by providing broker services between the dealers and credit underwriters to approve finance applications.
- Go through the complete credit report analysis with dealers for declined applications.
- Achieve KPIs on a quarterly basis in regard to new retail booked loans, ancillary products sales, existing retail booked loans, and non-prime approvals.
- Provide training to dealers for upselling ancillary products, such as extended warranty and insurances.
- Assist in organizing dealer meetings, training sessions, product launches, and trade shows to promote the company's products and foster dealer engagement.
Financial Service Representative
Easy financial services
Toronto, ON
10.2018 - 07.2022
- Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts
- Monitors covenants of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement
- Provides accurate financial analysis and risk assessment of new and existing customers
- Develops credit information to make lending decisions on new, renewal and extension loans
- Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients
- Prepares summary, present facts and offer opinions concerning credit worthiness
- Minimizes EFS's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions
- Provides input into the planning and implementation of operational programs
- Maintains and promotes a customer service environment which meets and exceeds customer needs and expectations
- Recommends credit according to sound credit-granting principles
- Exercises individually held Commercial unilateral discretionary limits and any held prescribed approval discretionary limits
- Evaluates clients' ability to repay loans and consults on loan structure and collateral
- Identifies trends in client activities which may be predictive of deteriorating credit quality
- Performs periodic reviews of credit where more frequent monitoring may be appropriate
- Understands borrower types typical in the high net worth market and their relation to collateral ownership, loan repayment, loan structure, etc
- Builds effective relationships with internal/external customers
- Exercises judgment to identify, diagnose, and solve problems within given rules
- Works independently on a range of complex tasks, which may include unique situations
- Broader work or accountabilities may be assigned as needed
Education
Financial Planning - Finance, Strategic Management - Accounting
Centennial College School of Business
Canada08.2017
Bachelor of Commerce - Accounting & Finance
Mumbai University
India07.2012
Skills
- Goal-oriented mindset
- Customer service expertise
- Empathy and patience
- Problem-solving
- Microsoft PowerPoint
- Sales strategies
- Financial aid
- Upselling strategies
- Building rapport
References
Available upon request
Affiliations
- Represented Yamaha Motors at Toronto International Boat Show 2024
- Represented Yamaha Motors at Vancouver International Boat Show 2024
- Represented Yamaha Motors at Snow mobile show, Toronto 2024
- Represented Yamaha Motors at Toronto International Boat Show 2023
- Represented Yamaha Motors at Motorcycle Show, Toronto 2023
Timeline
Dealer Service Representative
Yamaha Motors Canada Ltd.
08.2022 - Current
Financial Service Representative
Easy financial services
10.2018 - 07.2022
Financial Planning - Finance, Strategic Management - Accounting
Centennial College School of Business
Bachelor of Commerce - Accounting & Finance
Mumbai University
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