Pulkit Sharma Email & Phone Number

Mississauga, Ontario, Canada

Working with small to medium sized businesses to create and manage payroll and HR. Partnering with CPA’s to create a seamless flow of payroll using ADP On The Go technology and compliance. Ensuring compliance with employment and payroll legislation using ADP Platform and partnering with businesses to help reduce payroll and HR processes.

Mississauga, Ontario, Canada

• Accountable for hitting all sales and revenue targets for Home and Auto policies.
• Responsible for assisting retail partners by referring clients to life insurance partners and analyzing monthly closure rates for referrals.
• Ensure all underwriting policies are followed and updated.
• Level 2 Underwriting binding authority to approve rules for level one advisors
• Train and coach new advisors and allow advisors to listen in on calls.
• Communicate the benefits and characteristics of insurance policies and coverages.

Brampton

Offer financing options to customers, and thoroughly explain aftermarket products such as warranties and creditor insurances. Create an excellent working relationship with the sales team to ensure a smooth transition from sales to the F&I department. Create a strong relationship with lenders and DRM’s. Hit sales targets for all products such as warranties.

Mississauga, Ontario, Canada

Reviewed financial statements and balance sheets to support senior analysts with credit adjudication. Organize documents and create case studies for company loan applications prior to being reviewed.

Ontario, Canada

Understanding customers financial needs and providing them with the appropriate financial advice on investments and savings accounts. Possessed expert knowledge of TDCT products and services, and sound knowledge of products offered by other internal bank partners. High level of advice for all customers on Mutual funds, Mortgages, HELOC, LOC, and other.