UDAY SINGLA
Markham,Ontario
Summary
- Dedicated and detail-oriented Financial Service Representative with a proven track record in client relationship management, financial product knowledge, and regulatory compliance. Organized candidate successful at managing multiple priorities and analyzing data with a positive attitude. Advanced proficiency in Microsoft Excel including VB Macros, MS Access and SQL along with expertise in PC keyboard skills. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Services Representative II
CIBC
20 Dundas Square
01.2024 - Current
- Assist clients in achieving their current and future financial objectives by enhancing clients’ financial portfolio while cascading CIBC's full range of products and services ( Inbound Capacity).
- Proactively discovering, understanding, and recognizing clients’ needs to provide sound financial solutions and products to address their ever specific goals, requests, and concerns.
- Promote and open GIC investments and savings contributions and Assist clients with personal deposit & investment accounts.
- Comprehensive understanding of CIBC's policies, procedures, and systems, along with a solid grasp of telephone banking operations.
- Develop and execute data quality assurance measures to ensure data accuracy and consistency.
- Assisted approximately 50 client calls per day in navigating client's complex financial situations, offering solutions that met their unique needs.
- Excelled in all client surveys, aced weekly performance reviews, and surpassed most of our targets.
Self Employed - Insurance Advisor
.
Missisauga
11.2022 - 11.2023
- Evaluated business and individual customer needs and financial
situations to propose individualized policy recommendations - Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue
resolution to provide excellent service - Approached potential clients by using direct marketing mailings and phone contacts
Customer Service Associate
Walmart
Markham
05.2019 - 05.2021
- Maintained high level of product knowledge, providing accurate information to customers.
- Monitored inventory changes and ordered replenishments for stock to support customer demand
- Supervise various sections of store and maintain store sales policy
- Helps in maintaining proper labels to shelf items
Education
High School Diploma -
Northern College
Toronto, Canada08.2020
Skills
- Proactive and extroverted personality
- Teamwork and Collaboration
- Customer Relationship Building
- Knowledge of Financial Products
- Analytical thinking
- Multitasking Abilities
- Strategic Goal Planning
- Data Analysis
- Results-Driven
Certification
Certified Harmonized Life License Qualification Program, Ontario
Timeline
Financial Services Representative II
CIBC
01.2024 - Current
Self Employed - Insurance Advisor
.
11.2022 - 11.2023
Customer Service Associate
Walmart
05.2019 - 05.2021
High School Diploma -
Northern College
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