First National Financial LP

Associate Mortgage Underwriter - TD Residential Underwriting

Mortgage Funder - TD Residential Underwriting

CIBC

• Conducted an extensive analysis of customer needs and identified opportunities for referral to Financial Advisors and Investment Advisors, resulting in successful conversion of new investment customers with a cumulative value of over $10 million. 
• Consistently exceeded the branch's customer satisfaction index benchmark, achieving an average of 80% of total surveys on a quarterly basis.
• Exceeded the branch’s annual target by providing customized solutions and cross-selling to customers, promoting investment options such as GIC, TFSA mutual funds, and RRSPs.
• Demonstrated excellent client relationship management skills by identifying and fulfilling the needs of clients for overdraft increases and pre-approved credit cards. 
• Demonstrated proficiency in balancing branch operations as a CSR, including opening and closing procedures. Maintained a high level of attention to detail and accuracy to ensure the smooth operation of the branch. 
• Prepared fraud claims on bank accounts and credit cards, ensuring that customers were reimbursed in a timely and efficient manner.

Client Services Representative 

Shoppers Drug Mart

• Enforced store policies and operating procedures among cashier and merchandising personnel, while ensuring strict adherence to loss prevention protocols. 
• Devised and executed strategic plans for optimizing store sales and profitability, with a focus on effective merchandising and banner placement. Collaborated with the management team to identify opportunities for improvement and provided data-driven recommendations. 
• Analyzed and interpreted data on stock levels, customer sales, and other relevant metrics to identify trends and provide actionable insights to senior management. Developed reports and presented findings to the management team to inform decision-making. 
• Oversaw daily cash office inventory and cashier tracking, including tracking sheets, PC Optimum procedures, cash drawer and checkout station monitoring to ensure optimal cash supply. Coordinated with cash office personnel to maintain accurate records of cash transactions and optimize cash supply for the store.

Front Store Supervisor

Bed Bath & Beyond

• Provided personalized and exemplary customer service to drive sales growth and elevate customer satisfaction. 
• Conducted routine monitoring of sales floor and merchandise displays to ensure optimal presentation, implementing necessary adjustments such as replenishing inventory or reorganizing products.
• Consistently surpassed email capture targets, achieving an impressive 92% of total transactions and maintaining a top-ranking position for online sales. Averaged 25 orders per week with a remarkable average transaction value of $340 per order.
• Demonstrated expertise in products and services, employing persuasive sales techniques to educate clients on current promotional offerings and product features. Utilized in-depth product knowledge and creative problem-solving to transform casual shoppers into satisfied customers.

Retail Sales Associate

Amazon

• Successfully operated an Amazon business, generating a total revenue of $150,000 CAD and achieving a net profit of $30,000 CAD within a 12-month period.
• Managed a diverse portfolio of 15 Women's fashion products, achieving top-selling listings across India.
• Supervised a team of 10 members, overseeing the daily dispatch of orders associated with Amazon transportation services and handling of return shipments.
• Maintained accurate documentation, including bank statements, invoices, purchase orders, and payment checks.
• Established and maintained positive relationships with customers through various social media platforms to foster long-term loyalty and drive brand growth.

Amazon Seller

Angel One

• Performed comprehensive administrative duties, including answering calls, arranging appointments, and promptly responding to client queries.
• Handled financial transactions such as SIP orders, one-time investment orders, and money withdrawals from mutual funds, under the guidance of an advisor. Maintained a high level of accuracy and attention to detail in executing financial transactions
• Contributed to client meetings by assisting in gathering data on their investment objectives, financial position, and risk appetite.
• Generated detailed investment reports and presented it to clients for investment briefings.

Administrative Assistant

I am constantly seeking new opportunities that will broaden my experience and help me learn more about the various aspects of business.

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