Shikhar Pitolwala
Bedford,Canada
Summary
Results- driven Financial Services Representative with over four years of experience in financial services, lending, customer relationship management, sales, collections, and credit analysis. Proven ability to process 5-10 loan applications daily while consistently exceeding sales and performance targets. Skilled at building strong client relationships, customers on financial products. Experienced in cross-selling value add products, converting unsecured loans to home equity loans, and delivering exceptional customer experiences. Recognized by senior leadership for outstanding performance, professionalism, and customer service. Proficient & exposure in multiple ERP & POS systems mainly Eclipse, SAP Logon, Shell POS etcetera. Advanced in Microsoft Office package especially MS EXCEL (V-Lookup and Pivot table) and MS WORD
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Easyfinancial Services Inc.
04.2022 - Current
- Register new clients to the system quickly and efficiently.
- Promote all products and services of the company.
- Enter client’s information completely and accurately into the Point-of-Sale system.
- Help clients manage their accounts and products.
- Focus on the clients experience and make interactions meaningful.
- Connect clients to the right team members who can help them reach their goals.
Education
International Business Management -
Fleming College
Peterborough12-2020
Information System Business Analysis -
Northern College
Timmins12-2019
Bachelor of Commerce -
The Maharaja Sayajirao University
India04-2017
Skills
- Bilingual in English & Hindi Language while learning the French language
- Sports and Current Affairs perceiver
- Expertise in handling Conflict Management
- Excellent oral, written, and interpersonal communication skills
- Ability to adapt easily to new ideas, concepts, methods, and technologies
- Great attention to detail and problem-solving skills
- Proficient & exposure in multiple ERP & POS systems mainly Eclipse, SAP Logon, Shell POS etc
- Advanced in Microsoft Office package especially MS EXCEL (V-Lookup and Pivot table) and MS WORD
Timeline
Financial Services Representative
Easyfinancial Services Inc.
04.2022 - Current
International Business Management -
Fleming College
Information System Business Analysis -
Northern College
Bachelor of Commerce -
The Maharaja Sayajirao University