Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sita Bishwokarma

Sarnia

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.


Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Sales Representative

Neo Financial
05.2025 - Current
  • Promote Neo Financial’s credit and savings products by engaging potential customers at mall kiosks and retail locations.
  • Educate customers on the benefits of Neo’s high-interest savings account, cashback credit card, and mobile banking features.
  • Successfully sign up new customers by assisting them with account activation, app registration, and onboarding.
  • Maintained strong product knowledge to confidently answer customer questions and resolve concerns in real-time.
  • Meet and exceed daily and weekly sales targets through proactive outreach and persuasive communication.

Front Counter Associate

Tim Hortons
11.2024 - Current
  • Take customer orders accurately and process them efficiently.
  • Answer customer inquiries about menu items, promotions, and store policies.
  • Handle complaints or issues professionally, escalating to a supervisor if necessary.
  • Handle cash, credit, and gift card transactions securely.
  • Assist colleagues during busy periods to maintain workflow efficiency.

Customer Service/Cook

Sal’s Family Restaurant
01.2022 - Current
  • Give customers information about food and services, take orders and handle cash.
  • Prepare food according to the menu and deliver food in a timely manner.
  • Manage inventories.
  • Collect feedback from customers about their experiences with the company's products or services.

Finance Intern

Jalpa Laghubitta Bittiya Sanstha
01.2021 - 04.2021
  • Guided clients through the documentation process, ensuring accurate completion of loan application forms.
  • Collected and verified KYC (Know Your Customer) documents in compliance with regulatory standards.
  • Helped maintain client records by updating personal and financial information in the banking system.
  • Responded to customer inquiries regarding interest rates, loan eligibility, repayment schedules, and application status.
  • Followed up with clients to collect missing documents or signatures, ensuring timely processing of applications.

Statistical Data Enumerator

Ghorahi sub-metropolitan city
03.2020 - 12.2020
  • Conducted data collection and analysis, contributing to citywide projects requiring precision and reliability.
  • Interviewed local families regarding occupation, annual household income, total assets, and liabilities.
  • Scheduled and organized various meetings with chairperson and residents to accumulate data.

Education

Post- Graduate in Financial Planning and Wealth Management -

Lambton College
04.2024

Bachelor of Business Studies -

Tribhuvan University
12-2020

Skills

  • Excellent communication
  • Retail sales
  • Customer-oriented
  • Flexibility
  • Time management
  • Financial Literacy
  • Detail-oriented
  • Handling pressure
  • Multi-tasking
  • Client relationship management
  • Goal oriented
  • Sales development
  • Attention to detail

Certification


  • Investment Fund in Canada
  • Bookkeeping


Timeline

Financial Sales Representative

Neo Financial
05.2025 - Current

Front Counter Associate

Tim Hortons
11.2024 - Current

Customer Service/Cook

Sal’s Family Restaurant
01.2022 - Current

Finance Intern

Jalpa Laghubitta Bittiya Sanstha
01.2021 - 04.2021

Statistical Data Enumerator

Ghorahi sub-metropolitan city
03.2020 - 12.2020

Post- Graduate in Financial Planning and Wealth Management -

Lambton College

Bachelor of Business Studies -

Tribhuvan University

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Sita Bishwokarma