Sales Customer Service
Resume:
KAJAL SOLANKI
**, ******** ****, ***********, **, M1P3R1
*****.*****@*****.***
SUMMARY OF SKILLS
Bachelor’s Degree in Commerce from Mumbai University
Post-graduation in Financial Planning and Wealth Management from Lambton College, Toronto
1 year 4 months experience in Accounting field and 2 years’ experience in Sales in Real Estate company
Responsible, trustworthy, independent, punctual, an honest hard worker
Excellent interpersonal and communication skills with good writing skills
Solid ability to work under pressure with long working hours
Team player with multi-tasking and problem solving ability
Working knowledge of : Banking interest rates, Banking policies, Customer Service, Sales, Documentation
Well-developed computer skills: MS Office, Financial statements, QuickBooks and basic of CanTax
Multilingual: Fluent in English, Hindi, Marathi and Gujarati
PRFESSIONAL EXPERIENCE
Account Assistant, SunPro Professional, CPA, Toronto, Ontario 2016-2017
Worked with CPA company for 6 months as my co-op (intern)
Learnt basic of the softwares like QuickBooks, CanTax1, CanTax2
Maintaining books of accounts of different clients using QuickBooks
Preparing purchase orders, entry bills and make payments of the bills to the vendors
Issuing sales orders, sales invoices and receive payments from the customers
Data entry in QuickBooks on daily basis
Recording of journal entries and ledgers on weekly basis and bank reconciliation on monthly basis
Analysing financial statements for comparison, growth rate and performance
Coordinating with managers for appointments with clients for documentation
Always be around senior managers to enhance different skills and techniques
Handling office transaction related to petty cash and banking on daily basis
Accomplishment:
Successful in dealing with clients problems and maintaining their books
Successful in managing the clients documents, T4 and bank statements
Always appreciated by managers for performing work efficiently
Account Assistant, Cooling House PVT. LTD., Mumbai, India 2014-2015
Worked with Air conditioning company for 10 months
Maintaining book of accounts and daily records
Dealing with clients about their fixture planning and budget explanations
Making quotation for different home structure and company space
Handling company invoices and payments for daily workings
Issuing all staff and workers salary’s daily and monthly bases
Meetings with different managers for understanding the structure formation and process development
Accomplishment:
Successful in managing books of accounts effectively and efficiently
Successful in creating new ideas and structure for clients maintaining budget
Always appreciated by mangers for efficiency and perfection in work
Customer Sales Representative, Lodha Developers, Mumbai, India 2011-2013
Worked with Infrastructure company for 2 years
Handled customer complaints and requests professionally and efficiently
Presented on site review with all internal and external facilities involved on project
Personal one on one clients meetings for purchase deal with all documentations requirements
Reporting to managers with daily updates of leads performance
Scored 87% on year-end review in customer satisfaction quadrant from 2012-2013
Accomplishment:
Promoted as senior sales person looking towards my sales graph in 2nd year
Rewarded as best sales person with many bonuses
Successful in meeting targets and achieving good review with clients and customer satisfaction
SIDE PROJECTS AND ASSIGNMENTS (During college and university)
Financial analysis on private firms to understand the company performance and capital structure
Research report on multinational companies about their employees lifestyle in company
Personal financial planning and budgeting of family and investment advising
Analyse and structure investment in mutual funds for future goals
EDUCATION
Bachelor’s degree in Commerce - Mumbai University (K.B.P Hinduja College), Mumbai, India 2014
Post-Graduation Degree - Financial Planning and Wealth Management (Lambton College),Toronto, ON 2017
DESIGNATIONS
Financial Planning and Wealth Management 2017
Chartered Professional Accountant (CPA, Ontario) Enrolled
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