Simran Walia
Brampton,ON
Summary
Professional with strong background in financial sales, equipped to drive revenue and growth. Adept at client relationship management, financial product knowledge, and strategic sales techniques. Known for team collaboration, adaptability, and delivering results in dynamic environments. Skilled in communication, negotiation, and problem-solving, fostering trust and achieving objectives.
Overview
7
7
years of professional experience
Work History
Financial Sales Representative
Fairstone Financial
Burlington, ON
06.2024 - Current
- Enhanced strategies leading to increased repeat business.
- Enhanced team performance by providing ongoing coaching, training, and support to junior sales representatives.
- Supervised financial operations to guarantee compliance with established laws and corporate protocols.
- Developed incentives, achieving sales targets to increase revenue.
- Developed long-lasting relationships with clients through effective communication and understanding of their financial goals.
- Provided excellent customer service, addressing concerns and resolving issues promptly.
- Discussed financial options with clients and provided informed suggestions.
Case Manager
Teleperformance
Waterloo, ON
04.2023 - 04.2023
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
Data Administrator
Lululemon
Mississauga, ON
07.2022 - 03.2023
- Developed detailed documentation for database administration processes, enabling efficient knowledge transfer among team members.
- Streamlined data management tasks through the development of efficient data entry procedures and automated workflows.
- Reduced errors in data entry by providing comprehensive training to team members on best practices and error prevention techniques.
- Coordinated with cross-functional teams to define clear requirements for new database features or modifications, ensuring successful project outcomes.
- Worked with staff to develop and implement procedures to prevent data loss and maximize system availability.
Manager
Apex Institute
Punjab, India
07.2018 - 09.2022
- Diagnosed complex technical problems, saving time and resources by providing effective solutions quickly.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
Education
Certification In Software And Web Development - Computer Applications Development
Conestoga College
Waterloo, ON12.2023
Certified Software Quality Assurance And Testing - Computer And Information Systems
Conestoga College
Waterloo, ON08.2022
Skills
- Goal oriented
- Client relationship management
- Sales development
- Portfolio management
- Revolving credit programs
- Onsite client calls
- Teamwork and collaboration
- Customer service
- Attention to detail
- Multitasking Abilities
- Excellent communication
- Detail-oriented
- Decision-making
Languages
English
Full Professional
License
Licensed for fully secured real estate mortgages
Timeline
Financial Sales Representative
Fairstone Financial
06.2024 - Current
Case Manager
Teleperformance
04.2023 - 04.2023
Data Administrator
Lululemon
07.2022 - 03.2023
Manager
Apex Institute
07.2018 - 09.2022
Certification In Software And Web Development - Computer Applications Development
Conestoga College
Certified Software Quality Assurance And Testing - Computer And Information Systems
Conestoga College