Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

SHUBHAM

Woodbridge

Summary

Results-driven Financial Services Manager with extensive experience in automotive finance and insurance sales, specializing in coordinating finance and insurance product offerings to optimize dealership profitability. Expert in liaising with lenders, financial institutions, and sales teams to deliver customized financial solutions while ensuring strict compliance with industry regulations. Proficient in Dealertrack and other finance software, with strong negotiation, organizational, and customer service skills. Adept at managing new and used vehicle turnovers, streamlining deal approvals, and fostering a collaborative team environment to support high-volume sales goals.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Automotive Finance Manager

SIGN N DRIVE
10.2023 - Current
  • Explained very technical financial information to applicants in easy to understand language.
  • Proactively identified solutions for customers experiencing credit issues.
  • Assisted customers with completing loan applications and other paperwork.
  • Identified opportunities to cross-sell and upsell products to customers such as gap and extended warranties.
  • Negotiated loan terms and conditions with customers to secure best deal.
  • Organized professional with expertise in managing resources and optimizing performance. Proficient in providing valuable insights and supporting decision-making processes. Committed to enhancing productivity and contributing to overall success.

Finance Manager

KIA MISSISSAUGA
06.2023 - 10.2023
  • Delivered excellent customer service by listening to client needs, offering tailored vehicle and finance options, and maintaining clear, respectful communication throughout the sales process.
  • Maintained strong working knowledge of manufacturer incentives, rebates, and financing programs to confidently guide customers through purchasing and leasing decisions.
  • Accurately completed all sales documentation and contracts, ensuring compliance with OMVIC regulations and dealership standards.
  • Built and maintained strong relationships with banks, finance companies, and internal sales teams to support smooth deal approvals and customer satisfaction.

Finance and Sales Manager

AutoPlanet Direct
05.2022 - 05.2023
  • Effectively explained and sold finance and aftermarket products, including credit life, accident & health insurance, and extended warranties, leading to consistently high product penetration rates.
  • Worked closely with sales managers and the team to structure deals that met both customer needs and dealership profitability goals.
  • Educated customers on the benefits of leasing and financing versus cash purchases, helping guide informed decisions and increase dealer financing uptake.
  • Maintained a positive, cooperative attitude within a fast-paced team environment, supporting collective goals and delivering a seamless customer experience.
  • Demonstrated strong interpersonal and negotiation skills to build trust with clients and upsell value-added products without pressure.

Education

Associate of Science - Software Engineering

CENTENNIAL COLLEGE
Toronto, ON

Skills

  • Financial services sales
  • Contract preparation
  • Credit evaluation
  • Analytical decision-making
  • Application process oversight
  • Clear interpersonal communication
  • Hands-on expertise in vAuto and Dealertrack platforms

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual

Certification

OMVIC CERTIFIED

Timeline

Automotive Finance Manager

SIGN N DRIVE
10.2023 - Current

Finance Manager

KIA MISSISSAUGA
06.2023 - 10.2023

Finance and Sales Manager

AutoPlanet Direct
05.2022 - 05.2023

Associate of Science - Software Engineering

CENTENNIAL COLLEGE

Similar Profiles

CREATE PROFILE
SHUBHAM