Keerthi Tr

Keerthi Tr Email and Phone Number

Inside Sales Representative @ Merit Metals & Alloys Inc.
Canada
Keerthi Tr's Location
Canada, Canada
About Keerthi Tr

Experienced Financial Professional | Driving Success Through Strategic Analysis and Client Engagement🔹 Career Journey: With over 4 years of dedicated experience in the financial industry, I've cultivated a robust skill set and a proven track record of success. From my tenure at LLOYDS Banking Group to my current role at Loblaws Companies Ltd./President’s Choice Financial, each step of my journey has equipped me with invaluable insights and expertise.🔹 Major Achievements: Throughout my career, I've excelled in financial analysis, reporting, and client engagement. Notable accomplishments include spearheading process improvements, conducting in-depth market research, and delivering tailored financial solutions to meet client needs. I've also demonstrated exceptional leadership as a Retail Assistant Manager, overseeing key financial operations and driving bottom-line growth.🔹 Career Goals: As I continue to advance in the financial industry, my goal is to leverage my skills and experience to drive tangible results for my clients and employer. I am currently pursuing accreditation in Investment Funds in Canada, further solidifying my commitment to professional growth and excellence.I am passionate about making a meaningful impact in the financial sector and am eager to connect with like-minded professionals and opportunities for collaboration and advancement. Let's connect to explore how we can achieve success together!

Keerthi Tr's Current Company Details
Merit Metals & Alloys Inc.

Merit Metals & Alloys Inc.

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Inside Sales Representative
Canada
Website:
meritmetals.ca
Employees:
8
Keerthi Tr Work Experience Details
  • Merit Metals & Alloys Inc.
    Inside Sales Representative
    Merit Metals & Alloys Inc.
    Canada
    View
  • Pc Financial Limited
    Financial Sales Representative
    Pc Financial Limited Jul 2021 - Oct 2024
    Kitchener, Ontario, Canada
    • Proactively engaged with clients to inform and advocate for a diverse range of financial products.• Demonstrated acute understanding of client requirements to tailor personalized recommendations, fostering enduring partnerships.• Provided unparalleled guidance to preempt potential banking issues and deepen client understanding of products.• Cultivated enthusiasm for our product suite through comprehensive product knowledge and passionate advocacy.• Exhibited confidence and enthusiasm in every interaction, assuming full ownership to effectively promote and sell our extensive array of solutions.
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  • Dollarama
    Retail Sales Associate
    Dollarama Sep 2019 - Jun 2021
    Ontario, Canada
    • Conducted meticulous retrieval and analysis of business group financial data to construct comprehensive monthly consolidated forecasts.• Compiled detailed variance analyses, meticulously outlining significant changes to facilitate informed decision-making processes.• Demonstrated adept organizational and prioritization skills, effectively managing tasks within strict deadlines and time constraints.• Coordinated and maintained an inventory of pertinent documentation, ensuring efficient management and accessibility.• Performed thorough account reconciliations, meticulously assessing billing accuracy and financial integrity.• Maintained and updated daily trackers and internal systems, ensuring accuracy and consistency of data.• Analyzed cash flows, transactions, and profit and loss statements, providing valuable insights to inform strategic financial decisions.
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  • Lloyds Banking Group
    Financial Advisor
    Lloyds Banking Group Jun 2018 - Jul 2019
    • Efficiently tracked and managed Accounts Payables and Accounts Receivables, ensuring accuracy and timeliness in financial transactions.• Conducted comprehensive evaluations of financial performance by meticulously comparing and analyzing actual results with established plans and forecasts.• Spearheaded the cost analysis process, establishing and enforcing policies and procedures to optimize financial efficiency.• Oversaw the preparation of weekly and monthly reports for individual customer accounts, delivering insights to facilitate informed decision-making.• Conducted thorough reviews of customer accounts, proactively proposing reconciliations and resolving discrepancies as necessary.• Provided personalized and customer-centric recommendations and services, fostering strong client relationships and satisfaction.
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Keerthi Tr Education Details

Frequently Asked Questions about Keerthi Tr

What company does Keerthi Tr work for?

Keerthi Tr works for Merit Metals & Alloys Inc.

What is Keerthi Tr's role at the current company?

Keerthi Tr's current role is Inside Sales Representative.

What schools did Keerthi Tr attend?

Keerthi Tr attended Centennial College, Kristu Jayanti College Of Management And Tech.

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