Simran Sood Email & Phone Number

Hamilton, Ontario, Canada

• Provided exceptional customer service as a Financial Services Representative, offering a wide range of financial products and services to clients.• Conducted comprehensive financial reviews, analyzed clients' current financial situations, and developed personalized financial plans to achieve their objectives.• Conducted financial reviews and analysis for clients, helping them make informed decisions about their finances.• Promoted and cross-sold various banking and investment products, contributing to increased revenue and customer loyalty.• Monitor key performance indicators (KPIs) and financial metrics to evaluate business performance and identify trends.• Provided guidance and assistance throughout the mortgage application process, from pre-qualification to closing. Evaluated mortgage applications, ensuring compliance with lending guidelines and industry regulations.• Assisted clients in understanding mortgage terms, interest rates, and repayment options to make informed decisions.• Collaborated with internal teams to ensure seamless execution of financial plans and transactions.• Complied with all regulatory requirements and maintained accurate and confidential customer records.• Conducted credit report analysis for potential clients to assess creditworthiness and identify potential risks.• Collaborated with clients to create viable repayment plans and negotiated settlements to recover delinquent accounts, minimizing bad debts.• Developed and executed sales strategies to acquire new customers and expand existing customer relationships.• Achieved and exceeded sales targets, contributing significantly to the company's revenue growth.• Managed collections efforts, ensuring timely collection of outstanding debts and improving overall cash flow.• Utilized excellent communication and negotiation skills to resolve payment issues and foster positive client relationships.

Hamilton, Ontario, Canada

• Provided excellent customer service in a retail environment, assisting customers with product inquiries, purchases, and returns.• Demonstrated product knowledge and familiarity with the store's inventory to address customer queries effectively.• Cultivated positive relationships with customers, promoting brand loyalty and repeat business.• Handled customer complaints and issues with empathy, finding satisfactory solutions to ensure customer satisfaction.• Assisted in visual merchandising and store operations to create an attractive and organized shopping environment.• Processed customer transactions accurately and efficiently using the store's point-of-sale (POS) system.• Implemented client feedback to enhance service offerings and improve overall client satisfaction.

Master'S Degree, Accounting And Finance

Certificate, Management

Bachelor Of Commerce - Bcom

Activities and Societies: Kaizen Commerce Society