Sonu Kothari , Mba Email & Phone Number

Toronto, Ontario, Canada

• The Financial Services Representative II, TB Inbound is responsible for responding to telephone inquiries from clients regarding CIBC financial products and services, identifying immediate client needs to further deepen the client relationship. • The role demonstrates solid written, verbal and interpersonal skills to meet client satisfaction and productivity targets by understanding client needs, offering a resolution of issues and actively promoting CIBC’s full range of products and… Show more • The Financial Services Representative II, TB Inbound is responsible for responding to telephone inquiries from clients regarding CIBC financial products and services, identifying immediate client needs to further deepen the client relationship. • The role demonstrates solid written, verbal and interpersonal skills to meet client satisfaction and productivity targets by understanding client needs, offering a resolution of issues and actively promoting CIBC’s full range of products and services based on their financial needs and goals.• The Financial Services Representative II, TB Inbound interviews applicants for loans, mortgages and lines of credit, and facilitates clients’ deposit accounts and investment.• The role receives general instructions on routine work and requires limited direction, collaborating to find simple solutions that make it easy for clients to bank with CIBC. Show less

Toronto, Ontario, Canada

Parent Company goeasy Ltd. is the full service provider, that improve the lives of everyday Canadians. Today, goeasy Ltd. serves its customers through two key operating divisions, easyhome Leasing and easy financial. Easy financial is the leading provider of alternative financial services, offering consumer loans between $500-$75,000, and is supported by a strong central credit adjudication process and industry leading risk analytics.My job duties are as follows:-Create superior… Show more Parent Company goeasy Ltd. is the full service provider, that improve the lives of everyday Canadians. Today, goeasy Ltd. serves its customers through two key operating divisions, easyhome Leasing and easy financial. Easy financial is the leading provider of alternative financial services, offering consumer loans between $500-$75,000, and is supported by a strong central credit adjudication process and industry leading risk analytics.My job duties are as follows:-Create superior customer sales experiences by engaging, listening and understanding the financial needs of potential customers and matching their needs to our lending solutions in a pleasurable sales environment-Demonstrating compassion and empathy toward customers to be able to hear their story and help with the most appropriate sale of our financial services based on individual needs-Capitalize on financial cross-sales and add-on products by paying attention to customer needs to specifically pinpoint sales opportunities.- Review and evaluate online financial loan applications, assess the applicants’ credit worthiness, perform financial analysis, and other risk assessments to maximize quality of the sale and limit future collection items- Transparently and openly communicate the terms and conditions of our lending and ancillary financial products to customers to follow best in class sales practices and to suppress collection rates- Manage collections activities for all past due financial accounts, maintaining an impeccable level of service- Secure all required information to fulfill customer applications for financial sales products and accurately maintaining information and records in all required systems to limit errors- Actively prospecting new clients through a combination of financial sales, marketing and outbound call activity with a view to achieving and exceeding branch sales targets Show less

Scarborough, Toronto

• Provided comprehensive accounting support to the company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.• Eliminated discrepancies in finances by analysing data derived from multiple reporting systems to develop recommendations for operational and performance improvements by documenting expenses, monitoring income, handling bank deposits and managing statements • Used QuickBooks to perform accurate financial analysis and… Show more • Provided comprehensive accounting support to the company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.• Eliminated discrepancies in finances by analysing data derived from multiple reporting systems to develop recommendations for operational and performance improvements by documenting expenses, monitoring income, handling bank deposits and managing statements • Used QuickBooks to perform accurate financial analysis and audits to mitigate financial risks. Show less

Scarborough Toronto, On

• Secures premises and personnel by patrolling different properties.• Handles customer inquiries and complaints.• Prevents losses and damage by reporting irregularities.• Informs violators of policies and procedures and restraining trespassers.

Pune, Maharashtra, India

• Counted money in drawers at the beginning and end of each shift.• Ensuring customer engagement and satisfaction.• Restocked, arranged and organized merchandise in front lanes to drive product sales in a timely manner.• Sell goods & services efficiently by identifying customer’s needs to provide solutions and alternatives.

Pune, Maharashtra, India

• Operating cash registers and managing financial transactions.• Educated customers on knowledge of the products, promotional options, sales policies and methods for obtaining desired results from company offerings to individuals from diverse backgrounds.• Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resort to maintain customer satisfaction.

Pune, Maharashtra, India

• Had worked in WNS on contract basis with Teamlease from July 2014 to November 2014 for the WNS HR Connect team.• Reference Check for active and ex employees (AVP above and below reference check)• Authenticate the information and approve on the information changes on People Soft • Manage Attendance/leave Management System at Administrative Level.• Issue official Letters (Experience letters/ bonafide letter/Address proof letters).

Graduation Certificate Course, Accounting Techniques

Graduation Certification Course, Pre-Business

Master Of Business Administration - Mba, Human Resources Management And Services

Bachelor Of Commerce - Bcom, Business, Accounting & Finance