Surbhi Sharma
Brampton,ON
Summary
Experienced Customer Service Professional with advanced financial skills and recent IFC certification and enrolled for PFSA certification. Strong analytical skills, attention to detail, and commitment to client satisfaction make me an ideal fit. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
CIK Capital
10.2023 - Current
- Create and update records ensuring accuracy and validity of information
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Analyzed credit scores to determine borrowers' creditworthiness.
- Assessed credit risk and analyzed financial statements.
- Gathered loan documentation for underwriting.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
Customer Service Specialist
Walmart
03.2023 - Current
- Utilize exceptional communication skills to engage with 200+ customers daily, resolving inquiries and providing innovative solutions
- Collaborate seamlessly with a diverse team of 30+ members to maintain an exceptional shopping experience
- Proactively communicate promotions and changes to customers, resulting in a 10% increase in sales during promotional events
- Prioritize safety by identifying and promptly addressing hazards in the store, contributing to an accident-free work environment.
Intern - client services representative
Prolyncs.Inc
03.2023 - 09.2023
- Gained hands-on experience in payroll processing, making sure data accuracy and completeness
- Assisted with time and attendance tracking for associates
- Collaborated with the payroll team to respond to payroll-related inquiries promptly
- Administered payroll functions in compliance with established procedures
- Contributed to maintaining confidentiality of personal and salary data
- Supported the preparation of manual checks and issued ROE's within deadlines.
Customer Service Representative
Royal India Grocers
01.2022 - 03.2023
- Managed financial transactions accurately using a POS system
- Assisted customers with orders, ensuring completeness and quality
- Resolved customer complaints and provided valuable feedback to management.
Accountant
E-Filings Services and Associated
09.2020 - 12.2021
- Prepared financial documents, adhering to accounting deadlines
- Reviewed tax returns for accuracy and deductions
- Reconciled accounts and reviewed financial data
- Provided financial advice to clients to help them achieve goals
- Developed comprehensive budgets and forecasts, resulting in a 10% increase in financial performance.
Education
Post graduation diploma in Finance and accounting -
Lambton College of Toronto
Toronto, ON08.2023
Bachelor's Degree in Business -
GGDSD College
Chandigarh, Chandigarh09.2020
Skills
- Research
- Project Management
- Presentation Skills
- Business Development
- Leadership and Management
- Financial Statements Expertise
- Oral and Written Communications
- Customer service (2 years)
- Credit Reporting
- Financial Statement Review
- Risk Assessment
- Data Compilation
Certification
IFC Certification, 09/01/22, Present, Understand the Canadian financial markets and the mutual funds industry better. Analyze the risk-return relationship of investments. Gain deeper insight into assessing mutual fund performance and fee structure. Build knowledge and skills to create and effectively manage client portfolios.
Languages
English
Full Professional
Hindi
Native or Bilingual
Willing To Relocate
- Brampton, ON
- Mississauga, ON
- Toronto, ON
Timeline
Associate Financial Advisor
CIK Capital
10.2023 - Current
Customer Service Specialist
Walmart
03.2023 - Current
Intern - client services representative
Prolyncs.Inc
03.2023 - 09.2023
Customer Service Representative
Royal India Grocers
01.2022 - 03.2023
Accountant
E-Filings Services and Associated
09.2020 - 12.2021
Post graduation diploma in Finance and accounting -
Lambton College of Toronto
Bachelor's Degree in Business -
GGDSD College
IFC Certification, 09/01/22, Present, Understand the Canadian financial markets and the mutual funds industry better. Analyze the risk-return relationship of investments. Gain deeper insight into assessing mutual fund performance and fee structure. Build knowledge and skills to create and effectively manage client portfolios.
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