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Sales Customer Service

Calgary, AB, Canada
February 28, 2020

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** ******’s Meadows PL, NE Tel: 587-***-****

Calgary, AB


Highly competent sales and management professional with 15+ years of experience in Administrative Support and Office Management in organizations with complex and demanding environment.

Well organized and proactive in providing timely, efficient and accurate administrative support to office managers and work colleagues.

Approachable, well presented and able to establish good working relationship with diverse people

Versatile, results-focused team player who is equally effective working independently or in leadership and support roles on performance-driven teams.

Excellent planning, analysis and creative problem solving capabilities.

Excels in high pressure environments with competing and shifting priorities.


Office Management

Administrative support

Report Writing


Microsoft –Excel, Word

MS-Power Point, Internet


Strong organizational administrative and analytical skills Fluent in EnglishPunjabi/Hindi

Insurance & Bank

Life Insurance General Insurance Mutual Funds

Mutual Funds

Excellent spelling Proofreading Computer skills


BANK OF MONTREAL 18June – till date

Customer Service Representative

Ability to identify sale opportunity to drive sales result. Over achieved my yearly target of 1308 by 2267, by doing nearly triple the volume and closing out at 3575 just with a span of 6 months.

Responsible for booking highest number of appointments with Personal Bankers to help clients with their Mortgage, Renewal of Mortgage Investment plans, pre-approved Personal Line of credit,Overdraft Protection.

Convinced and Upgraded 11 clients to increase their credit card limits.

Exceeded my given target of Revenue generation from New credit Cards for the year 2019.

Described promotional offers and used persuasive sales techniques to upsell services and/or convince clients to apply for additional banking services.

Keyed in all transactions accurately,in a timely manner withdrawls, deposit, FX transfers, bill payments, international wires, US/CAD money orders, DD’s, certified cheques, settlements, commercial deposits.

Responsible handling of chq’s by ensuring that all chq’s are verified by the insurer as well as Bank.

Assessed needs of customers, suggesting products and services accordingly.

Developing rapport with all customers, agents, and company employees

Checked status of bank accounts, explain incurred fees and help customers with any issues pertaining to account.

Pursued cross referrals where appropriate, excellent working relationship with, FSM’s, FP’s, MS and other front office sales . Follow-up to ensure that pending referrals are closed in a timely manner.

Create a legendary customer experience at every interaction and look for ways to contribute to ongoing improvement of the overall branch customer experience.

Ensure customer problems are handled appropriately, escalating issues when necessary.

Ensure the customer area is professional and inviting in appearance.

Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self

serve areas of the branch with the goal to deliver an enhanced customer experience and create a

positive “First Impression’” by greeting and engaging customers in a range of sales, service and

informational conversations.

MVP – CANADIAN TYRE Mar 2019 - June2019


Achieve targets on daily basis.

Promoted as Leader from Account Executive in 2 weeks ( 2 weeks consistent performance)

Responsible for the initial activation of credit cards

Sell Canadian Tire credit cards and insurance (achieving monthly sales targets).

Build professional relationships with customers and staff in Stores.( change different location after week)

Respond to customer inquiries in a pleasant, courteous, professional and well-informed manner.

Achieve quality service by accurately assessing and responding to customer needs, using sound judgment and flexibility when recommending appropriate options/solutions.

Fulfill customer expectations in a manner that complies with policies, practices and procedures.

Accurately complete appropriate documentation for each transaction.

Wrap up calls by inputting data for call history.

Participate in continuous improvements, with focus on service excellence.

CIRCLE – K August 2018-Feb 2019


Currently Working as Sales Associate (Full time) in store in Calgary.

Interface with customers to identify purchasing needs and direct them appropriately

Champion promotional items to increase sales revenues and actualize consultative sales techniques to achieve set sales goals; confirm and change price signage on designated products during promotions.

Facilitate inventory and stock management; conduct routine cycle counts and inventory audits to assist department manager and store replenish inventories while minimizing excess.

Maintain and organize store displays to enhance product visibility and expedite product location activities.

Provided high-quality customer service to optimize customer purchasing and payment process.

Educated customers on available product options to meet and exceed customer service experience.

Investigated and resolved customer complaints or issues to strengthen store reputation and grow customer retention

Handling the cash till and other sales related activities independently.

Ensuring that the store stays organized, to brand specific standards, at all times.

Reporting to Store Manager on daily basis.

My Travel Box.In Nov 2015 – June 2018


Recruit candidates that match the desired skills.

Outstanding proformance in customer service in all interactions with staff and clients.

Planning and Coordinate with team for administrative procedures and systems and devising ways to streamline processes.

Managing budgets and maintaining statistical/financial records.

Overseeing the smooth, efficient running of the business.

My Travel May 2009 – May 2011

BRANCH ADMINISTRATIVE MANAGER Coordinating various office Support services

Studying and reviewing company or department procedures.

Recommending management action to improve standard operating procedures.

Presenting on comparisons on cost, risks and benefits.

Developing and testing new procedures.

Preparing and controlling administrative budgets.

Reliance Life Insurance Company Dec 2006 – May 2009


Managed four Regions – Punjab, Himachal Pradesh, Haryana, and J&K.

Achieved Awards two times from company as a Best Team Leader, best Region ( Revenue Generation)

Managing the team of 55 Territory Managers, 10 Branch Managers and 13TM’s, 3 Cluster Coordinators across region.

Trained new managers on policies, procedures and culture followed by the company.

Periodic meetings with cluster Managers and sales team for continuous feedback and resolution of issues.

Reconciliation of purchasing travel expenses and purchase order requisition,

Responsible for Regional meets.

Responsible for Bill processing and payments.

Birla Sunlife Insurance Company March 2006- August 2006


Evaluated, troubleshot, upgraded and developed maintenance procedures for operating systems, communications environments and applications software.

Screening the candidates by conducting telephonic or personal interviews.

Maintain and update the database of the candidates.

To arrange for In-house Training

To arrange Fellowship Evening

Arrange for various Recruitment Initiatives.

HDFC Standard Life Insurance Company August 2003 – Feb 2006


Handling the Agency (DOPS) & Region MIS.

Interaction and Query resolution of walk in Customers at Branch office.

Correlate sales performance data (Regional Level)

Responsible for clients Renewals, Medicals and Policy queries.

Responsible foe telephonic calls,direct calls to appropriate individual or deptt, takes messages and ensure messages are forwarded in a timely manner.

Times Value Service Pvt .Ltd July 2001 – July 2003


Recruit candidates for the Events.

Understand the requirement and accordingly draft a job description and get it approved from the senior management.

When the particular candidate is finalized and selected, give them offer letter or letter of content on joining the services, issue appointment letter with brief working agreement or policies.

Responsible for selected candidates training.

Knopee Activities. (Worked with MNC companies in CII fairs, Rose fest, PEC, Punjab University, done activities in schools and colleges, computer and other educational institute. Done activities in Hotels)

Responsible for Road Shows for big sectors like telecom, insurance, banking, Auto-mobile etc.

Arranged Conferences on hill station like chain, Casual Resort, Shimla for Cosmetic industry and telecom sector on their Product Launched.

Supervising fieldwork.


Perusing Canadian Investment Funds (IFIC) from IFSE

BACHELOR OF ARTS, Punjab University, India

Intermediate, C.B.S.E Board, India 1998

High School,C.B.S.E Board India 1996

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