Sharan Kaur
Etobicoke
Summary
Highly motivated, creative, and determined individual with over 10 years of experience driving and managing excellent client experiences. Consistently exceeds personal metrics while assisting the team in reaching overall goals. Effective collaborator with excellent time management, planning, and organizational skills. Entrepreneurial self-starter with a passion for learning and growth.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Account Manager (Sales)
A Fisher & Associates
06.2024 - 01.2025
- Handled numerous PPC and Social Media client leads in financial distress.
- Conducted detailed assessments to evaluate financial status for debt relief recommendations.
- Surpassed sales goals through proactive outreach and securing client referrals.
- Worked closely with Insolvency Trustees to package and validate documents for Consumer Proposals and Bankruptcies.
- Analyzed leads to uncover critical insights for marketing.
- Delivered exceptional customer service by demonstrating empathy and understanding.
Personal Banking Associate (Sales)
TD Canada Trust
04.2022 - 03.2024
- Handled full-service transactions and resolved customer issues for banking solutions.
- Adhered to regulations and operating practices during transactions.
- Handled high-risk transactions including Drafts, Certified Cheques, and Wires.
- Successfully resolved critical issues.
- Assisted frontline staff with scheduled cash and non-cash transactions.
- Verified documentation to ensure accuracy, alignment with business intentions, and consistency with regulations.
- Checked compliance with set targets on a regular basis.
Customer Service Coordinator (CRC)
TD
04.2019 - 03.2021
- Managed office functions including filing paperwork and ordering necessary supplies.
- Managed and addressed incoming inquiries efficiently.
- Assisted front line Tellers with various tasks.
Customer Service Representative
TD
09.2018 - 03.2019
- Executed financial transactions for various account types in line with TD's Code of Conduct and Ethics.
- Formed strong relationships with customers, providing clear advice on banking solutions to improve their experience.
- Displayed expertise in identifying customer needs and suggesting customized digital banking solutions.
- Consistently contributed to Branch LEI and team effectiveness.
- Solved customer concerns swiftly through established procedures and strategic escalation.
Education
Post Graduate Diploma - Computer Applications
Punjab University
Chandigarh01.2014
Bachelors Degree - Mathematics
Punjab University
Chandigarh01.2012
Skills
- Full Sales Cycle Sales force Process Management Decision Making Conflict Management Time Management Portfolio Management Account Management Problem Solving Customer Service Financial Analysis Client Consultation Relationship Building Retention Organizational Skills Effective Communication Microsoft Office Excel
Certification
- Achieved Three Promotions within5Years of TD Career.
- Achieved Spotlight Nominee Award in2022 and2024
- Member of The TD Diversity group and Certified CPR/ First Aid.
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Full Professional
Urdu
Full Professional
Timeline
Client Account Manager (Sales)
A Fisher & Associates
06.2024 - 01.2025
Personal Banking Associate (Sales)
TD Canada Trust
04.2022 - 03.2024
Customer Service Coordinator (CRC)
TD
04.2019 - 03.2021
Customer Service Representative
TD
09.2018 - 03.2019
Bachelors Degree - Mathematics
Punjab University
Post Graduate Diploma - Computer Applications
Punjab University
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