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Sales Customer Service

Toronto, ON, Canada
March 19, 2018

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**, ******** ****, ***********, **, M1P3R1



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


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


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


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


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


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


Financial Planning and Wealth Management 2017

Chartered Professional Accountant (CPA, Ontario) Enrolled

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