Vrutti Majeli
Scarborough,ON
Summary
Result-driven Financial Service Representative with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Services Representative
National Money Mart
08.2023 - Current
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Developed and delivered financial presentations to drive client engagement.
- Developed and implemented risk management strategies to minimize financial losses.
- Negotiated agreements with clients and suppliers to cultivate favorable terms.
- Maintained updated records of all financial transactions to support traceability.
- Developed and maintained database of financial records for clients.
- Handling collections calls of almost 1000 clients.
Recruitment Executive
Initia Career Consultancy
07.2021 - 11.2021
- Tracked candidates and pushed for feedback on disqualifications, time-to-fill statistics and other variables.
- Hired employees and initiated new hire paperwork process.
- Explained human resources policies, procedures, laws, standards, and regulations to each employee.
- Tracked key dates and deadlines and maintained specific personnel lists.
- Promptly corresponded with applicants and coordinated and conducted interviews.
- Supported programs by preparing worksheets, gathering communication materials, and coordinating meetings.
Education
Post-Degree Certificate - Marketing Management
Centennial College of Applied Arts And Technology
04.2023
Post-Degree Certificate - Human Resource Management
Centennial College of Applied Arts And Technology
08.2022
BBA - Human Resource Management
Vanita Vishram Women's College
09.2020
Skills
- Sales Quota Achievement
- Financial Product Sales
- Teller transactions
- Cash Handling
- Financial Reporting
- Regulatory Compliance
- Debt management
- Credit analysis
- Account Performance Reviews
- Account documentation
- Customer Relationship Building
- Loan Applications
- Risk Management
Certification
IFIC - In progress
Timeline
Financial Services Representative
National Money Mart
08.2023 - Current
Recruitment Executive
Initia Career Consultancy
07.2021 - 11.2021
Post-Degree Certificate - Marketing Management
Centennial College of Applied Arts And Technology
Post-Degree Certificate - Human Resource Management
Centennial College of Applied Arts And Technology
BBA - Human Resource Management
Vanita Vishram Women's College
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