Shivani Sarna
Toronto,ON
Summary
Insightful professional in financial services field, known for high productivity and efficient task completion. Possess specialized skills in market analysis, risk management, and client portfolio optimization. Excel in communication, problem-solving, and adaptability, ensuring success in fast-paced environments.
Overview
2
2
years of professional experience
Work History
Financial Sales Representative
Endo Networks Inc
Toronto, Ontario
08.2024 - Current
- Developed excellent rapport with custom builders to expand opportunities for growth.
- Delivered presentations to key decision makers and offered financial recommendations.
- Analyzed data from multiple sources to identify potential sales opportunities.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Sales Representative
Neo Financial
Toronto, Ontario
11.2023 - 08.2025
- Collaborated closely with other departments such as Investment Banking, Research and Trading in order to provide best advice possible for clients' portfolios.
- Built relationships with clients by providing excellent customer service and support.
- Resolved customer complaints or inquiries regarding billing disputes or discrepancies promptly and efficiently.
Education
GED -
York University
Toronto, ON09-2023
Master of Science - Mathematics Education
Guru Nanak Dev Universty
India08-2015
Bachelor of Science - Computer Science
Guru Nanak Dev University
India 07-2013
Skills
- Account development
- Industry awareness
- Revolving credit programs
- Goal oriented
- Data interpretation
- Performance tracking
- Customer relationship management (CRM)
- Administrative leadership
- Collaborative ability
Languages
English
Full Professional
Timeline
Financial Sales Representative
Endo Networks Inc
08.2024 - Current
Sales Representative
Neo Financial
11.2023 - 08.2025
GED -
York University
Master of Science - Mathematics Education
Guru Nanak Dev Universty
Bachelor of Science - Computer Science
Guru Nanak Dev University
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