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Anmol Sharma

Anmol Sharma

Financial sales representative

Talent
Toronto, OntarioMember since August 24, 2023
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About

Detail-oriented, solution-driven, recent Business graduate with professional competence in Microsoft and Google suite and a strong history of demonstrating business development and customer service experience. Strong interpersonal and communication skills with ability to learn and work in a fast paced environment and accomplish tasks in cost-effective and time-efficient fashion. Demonstrated history in database management and inventory control; looking to grow in business, accounting, financial, and banking industry

Experience

Financial Sales Representative June, 2023- Present President Choice Financial, New Market

● Deliver exceptional service and experience to our retail store customers across the network of PC Financial pavilions located in Loblaw retail banners

● Approach customers confidently and enthusiastically to promote and sell a variety of products and services (PC Optimum, PC Financial Mastercard, PC Money account, PC Optimum Insiders)

● Build relationships with customers and offer them need-based financial products including opening accounts

● Perform KYC to prevent anti-money laundering and comply with the President’s Choice Services Inc., Corporate Privacy Policy.

● Educate and help customers resolve issues while empowering them to use the online self serve options.

● Complete and submit the required credit documentation for customers applying for the

President’s Choice Financial Mastercard.

● Escalate suspicious credit applications to the Operations Team for intervention when applicable.

Financial Service Representative

October, 2022- February, 2023

Financial Debt Recovery, Richmond Hill

● Operating in an outbound contact environment making a minimum 200 calls a day

● Prepare statements on delinquent accounts and prepare irreconcilable accounts for collector action Assist in completion, submission and reviewing loan applications for clients: reviewing credit history, loan eligibility, debt load and mortgage refinancing opportunities

● Promote credit and loan products to the clients

● Assess and determine the eligibility of client's debt to service ratio on initial interview with the client and documentation provided

● Interview clients to ensure loan approval by the lenders

● Complete financial capacity assessment to determine clients' repayment plan eligibility

● Evaluate clients' financial status

Automotive Parts Associate

September, 2021- September, 2022 Canadian Tire, Toronto

● Providing excellent customer service and ensures an ongoing commitment to the needs of the customers and their vehicle.

● Responding to and handling customer inquiries, requests and concerns in a timely manner, over the phone and in-person.

● Dealing with challenging situations in a professional manner and escalating the same to the manager, if necessary.

● Keeping up-to-date on in-store promotions, in-store deals, auto center specials and product locations.

● Sourcing and ordering automotive parts for customers though authorized suppliers. ● Following established procedures regarding the ordering and sale of parts to customers and the Service Department.

● Processing returns, warranties and castings as required.

● Stocking shelves and merchandise display areas using modules and planogram as guidelines.

● Maintaining inventory accuracy and identifying/reporting low stock levels.

● Operating computer and RF gun, and entering all relevant coding in Canadian Tire systems.

● Keeping up to date on in store promotions and product locations.

● Maintaining product merchandise and projects as assigned.

Education

International business management- logistics system St. clair college

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