Zil Shah
Sudbury ,ON
Summary
Dynamic financial professional with a proven track record at Fairstone Financial, excelling in customer service and sales. Skilled in problem-solving and communication, I successfully guided clients in debt consolidation and loan solutions, consistently achieving lending targets. My attention to detail and teamwork foster strong client relationships and drive branch performance.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Lending ape
Fairstone Financial
Sudbury
04.2024 - Current
- Assess client financial needs and provide tailored solutions through personal loans and secured loan products.
- Guide customers on debt consolidation strategies, repayment planning, and credit management to improve financial well-being.
- Review and process loan applications, ensuring compliance with company policies and regulatory standards.
- Maintain strong client relationships by delivering clear communication, empathetic support, and professional financial advice.
- Collaborate with internal teams to meet monthly lending targets and contribute to branch performance goals
- Ontario Mortgage Brokerage License 10821
Sales Representative
PC Financial
Greater Sudbury, ON
05.2023 - 04.2024
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
- Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
Education
High School Diploma - Business Management
Humber Institute of Technology And Advanced Learning
Toronto04.2022
Skills
- Customer Service
- Communication Skills
- Problem-Solving
- Teamwork & Collaboration
- Time Management
- Attention to Detail
- Sales & Negotiation
- Organizational Skills
Languages
English
Professional Working
Certification
Ontario Mortgage License Ontario 10821
Timeline
Lending ape
Fairstone Financial
04.2024 - Current
Sales Representative
PC Financial
05.2023 - 04.2024
High School Diploma - Business Management
Humber Institute of Technology And Advanced Learning