Vishalive Sahotra
Mississauga,ON
Summary
Experienced, detail-oriented and results-driven professional in financial services, specializing in loan processing, collections, and customer relationship management. Skilled in analyzing financial data, managing delinquent accounts, and negotiating payment arrangements to ensure timely collections while maintaining excellent customer service. Adept at multitasking in fast-paced environments, working both independently and in teams. Seeking to leverage expertise in payment services and customer interactions to contribute to the success of Travelers Financial Group.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Mogo Fintech Technology Inc.
12.2023 - 10.2024
- Assessed loan requests by analyzing financial records and verifying accuracy of loan documentation.
- Managed customer inquiries and provided timely updates throughout the loan application process.
- Effectively prioritized tasks to meet deadlines in a fast-paced lending environment.
- Maintained compliance with lending laws and regulations while addressing client needs.
- Supported customers in navigating the loan process, offering clear communication and resolving issues promptly.
- Utilized loan processing software to streamline operations and improve efficiency.
Assistant Sales Manager - Business Development
Goyal Infotech Solutions
11.2019 - 04.2022
- Led a team of sales professionals, improving performance and increasing revenue by 25% through effective training and strategy implementation.
- Developed and executed business development plans, targeting key markets to drive growth.
- Conducted market research and surveys to identify opportunities for upselling and enhanced sales strategies.
- Successfully managed collections, reducing refund rates and improving customer payment terms.
- Established strategic partnerships, enhancing brand presence and increasing lead generation by 30% in the first quarter.
Senior Associate - Business Development
Goyal Infotech Solutions
10.2017 - 10.2019
- mplemented effective sales and collection strategies, improving sales revenue and upsell opportunities by 20%.
- Negotiated payment terms and solutions with clients experiencing financial difficulties, ensuring mutually beneficial outcomes.
- Conducted business development efforts to increase client acquisition and foster long-term relationships.
- Oversaw collections activities, ensuring timely payments and resolving outstanding balances.
Education
Post-Graduate Diploma - International Business Management
Lambton College of Applied Arts And Technology
Sarnia, ON04-2024
MBA - Finance
Guru Nanak Dev University
Amritsar, India05-2017
BBA - Business Management
Arni University
Himachal Pradesh, India05-2015
Skills
- Payment collections and delinquency management
- Customer service excellence and conflict resolution
- Loan processing and documentation
- Negotiation and payment arrangements
- Data accuracy and record management
- Microsoft Office (Word, Excel, PowerPoint, Outlook)
- CRM and financial software (Trans dot com, Decision Logic, Tally ERP 9)
- Time management and multitasking
- Strong written and verbal communication skills
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
Pursuing IFC - Canadian investment funds course from CSI
Timeline
Customer Service Representative
Mogo Fintech Technology Inc.
12.2023 - 10.2024
Assistant Sales Manager - Business Development
Goyal Infotech Solutions
11.2019 - 04.2022
Senior Associate - Business Development
Goyal Infotech Solutions
10.2017 - 10.2019
Pursuing IFC - Canadian investment funds course from CSI
Post-Graduate Diploma - International Business Management
Lambton College of Applied Arts And Technology
MBA - Finance
Guru Nanak Dev University
BBA - Business Management
Arni University
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