Bhargav Pandya Email & Phone Number

Toronto, Ontario, Canada

• Selling loan products to new and existing customers.• Converting ancillary client to loan client through outbound sales calls.• Serve as the first point of contact for customers, aiding with account maintenance and transactions.

Edmonton, Alberta, Canada

• Exercised leadership capabilities by successfully motivating and inspiring others.• Developed strong organizational and communication skills through coursework and volunteer activities.• Demonstrated outstanding time management skills with attention to detail while managing multiple projects.• Resolved problems, improved operations, and provided exceptional service.

Edmonton, Alberta, Canada

• Directed and supervised a team of 8 engaged in sales and customer service for financial products.• Promoted high standards through personal example to help each member understand expected behaviors and standards.• Worked on marketing & business development projects to increase store revenue and client flow.• Achieved financial loan targets through distinctive sales training for in-person clients as well as inbound and outbound sales calls.• Audited team performance and compliance for accuracy according to FINTRAC standards.• Ensure the client’s concerns are resolved and escalated as necessary.

Edmonton, Alberta, Canada

• Maintained in-depth knowledge of loan products and services to provide appropriate recommendations to customers.• Sold and cross-sold products to new and existing customers.• Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.• Served as the primary point of contact for customers, providing assistance with account maintenance and transactions.

Edmonton, Alberta, Canada

• Exceeded sales quotas and increased profitability through effective sales strategy and business planning.• Managed revenue models, process flows, operations support, and customer engagement strategies with networking techniques.• Achieved sales targets by cultivating and securing new customers.• Followed up with clients after installation and delivery to gauge customer satisfaction as well as to maintain customer relations.

Edmonton, Alberta, Canada

• Engaged in friendly conversations with customers to better uncover individual needs.• Be the mediator between customers and Shaw to keep the service transition smooth and convenient.• Track personal daily performance and maintain it.

Edmonton, Alberta, Canada

• Cultivated and strengthened relationships with new and existing clients.• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client’s individual needs.• Monitored and updated financial plans to comply with client goals.• Met with clients to discuss assets, expenses, long-term and short-term investment goals through tailored strategies.• Implied effective use of referrals for new business development.

Edmonton, Alberta, Canada

• Directed and supervised a team of 6-8 Salespeople engaged TELUS Fiber Optic services sales.• Established open and professional relationships with team members to achieve quick resolutions for various issues.• Coached team members in sales techniques necessary to close sales and achieve targets.• Developed monthly and daily production output plans to deliver on customer service and financial metrics.

Edmonton, Alberta, Canada

• Recommended complementary purchases to customers, increasing revenue.• Completed documentation smoothly to finalize sales.