Driven Customer Support and Sales Specialist, with 4 years of experience in fin-tech, and financial services to institutional and corporate customers. With a consistently positive attitude and a strong commitment to professionalism, I am actively seeking opportunities to contribute to business growth.
Overview
6
6
years of professional experience
Work History
Financial Sales Representative
Neo Financial
07.2023 - Current
Engage with 80-100 individuals daily, across different Malls and events in Toronto.
Upselling and cross-selling more than 4 Cashback Cards every day.
Delivered compelling presentation for Mastercard cashback, credit & debit card management, product reward programs to potential customers.
Help customer discover and use our mobile banking apps for improved banking convenience and financial management.
Provide exceptional customer service by taking accountability to create better solutions for the clients.
Generated new leads through networking and attending industry events.
Sales Associate
The Shoe Company
10.2021 - 03.2022
Provided positive first impressions to welcome existing, new, and potential customers.
Identified market trends to develop and execute marketing strategies to target various customer segments resulting in an increased number of approximately 20+ customers signing up for loyalty programs.
Informed customers of promotions to increase sales productivity and volume.
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Senior Analyst
Australia New Zealand Bank
04.2020 - 04.2021
Processed customer mortgage loan applications and financial fund transactions using system software, ensuring accuracy and compliance with company procedures for over 300 New Zealand customers.
Conducted rigorous Quality Control and oversaw monitoring of both monetary and non-monetary processes for settlements across Lending Teams in Auckland, New Zealand, and Bangalore, India.
Managed end-to-end loan settlement processes for over 300 profiles in Retail, Business, and Rural Segments, ensuring seamless transactions for New Zealand Customers.
Facilitated loan pay-offs, loan rollovers between entities, and closed loan accounts upon successful completion of loan repayments.
Analyst
Australia New Zealand Bank
01.2018 - 04.2020
Organized and analyzed customer data, and uploaded 500+ documents to the database with great attention to detail for completeness and accuracy.
Curated daily end-of-day reports for a team of 7 and maintained an up-to-date customer base in Excel, promptly emailing reports to the manager.
Regularly participated in self-development seminars provided by the company to enhance my expertise in cross-cultural management and building enduring relationships.
Education
Post Graduate Diploma - Data Analytics For Business Decisions
Durham College
Oshawa, ON
04.2023
Post Graduate Diploma - Project Management
Durham College
Oshawa, ON
04.2022
Master of International Business Management -
Presidency University
India
06.2016
Bachelor of Arts - Business Management
Bharathiyar University
India
06.2014
Skills
Sales Development
Direct Selling
Customer Inquiries
Customer Service
Financial Advice
Product Promotion
Customer Service
Product Presentation
Banking Software
User Account Creation
After sales services
Customer Relationship Management
Power-Bi
Tableau
Microsoft Office
Additional Information
AWARDS, Best performer in accuracy and customer satisfaction - ANZ Bank
Timeline
Financial Sales Representative
Neo Financial
07.2023 - Current
Sales Associate
The Shoe Company
10.2021 - 03.2022
Senior Analyst
Australia New Zealand Bank
04.2020 - 04.2021
Analyst
Australia New Zealand Bank
01.2018 - 04.2020
Post Graduate Diploma - Data Analytics For Business Decisions