Charu Johar Email & Phone Number

West Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

Responsible for P&L and day-to-day operations at a branch in North Vancouver, BC. Promoted within two years for innovative sales strategies and client retention.Built a high-performance team of four and fostered strong relationships with HNV clients, driving repeat business and referrals. Grew revenue through strategic sales and marketing, leveraging financial analysis for better decision-making. Proficient in financial management software and digital tools (O365, Teams) for streamlined operations and compliance. Trained and mentored new hires to develop a sales mindset and empathy, enhancing employee engagement and retention.

North Vancouver, British Columbia, Canada

Customer-facing service rep with experience of delivering multi-faceted financial services, including loans, check cashing, money transfers, bill payments, amongst others to individuals and businesses. As the main point of contact for clients, I effectively assessed their individual requirements, furnished them with essential information, and adeptly promoted a diverse range of financial services and products. I diligently conducted thorough risk analysis and due diligence measures to safeguard against fraud, counterfeiting, and money laundering, all while ensuring strict adherence to Know Your Customer (KYC) and Canadian and Company specific compliance standards.

Telemarketing Executive responsible for engaging with High Net Worth (HNW) clients to promote investment and protection solutions for Personal and Life Insurance, managing database and answering incoming product inquiries

Business Development Lead for 4 Key Accounts and effectively managed all aspects of 20 product variants providing full-cycle support to the Clients. Dealt with primary stakeholders and implemented enhanced reporting systems and QA process that significantly led to improved client satisfaction and year on year growth of 15% in new contracts.

Delhi,India

• Responsible for negotiation and payment arrangement of 30 and 60 days past due accounts • Provided collection documentation, daily deposits report.• Provided high quality responsive customer assistance

Master Of Business Administration - Mba, Sales And Marketing

DLP - Post Graduate Diploma in Business Management

Bachelor Of Business Administration - Bba, Accounting And Finance

Bachelor's of Business Management with specialization in Finance and Accounts

Xii, Commerce