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mahnoor rashid, Financial Services Representative

mahnoor rashid

Financial Services Representative·The Royal Bankof Canada

United Arab Emirates

Bachelor's degree, Management

Work experience

Total years of experience: 9 years, 5 months

Financial Services Representative

September 2021 - October 2024

The Royal Bankof Canada

Toronto, Canada

September 2021 - October 2024

Promoted and sold financial products, including savings accounts,
loans, and investments.
Assisted clientswith financial planning, investmentstrategies, and debt
management.
Conducted interviewswith newclients to assess their banking needs
and provide tailored solutions.
Delivered excellent customerservice, addressing inquiries and resolving
financial issues.
Achieved sales targets consistently by offering effective financial
solutions.
Identified opportunities to cross-sell products, resulting in increased
revenue forthe bank.
Maintained up-to-date knowledge of industry regulations, trends, and
best practices to provide informed advice to clients.

Company industry:
Banking

Sales Associate

March 2020 - March 2021

UnisyncGroup Limited

Mississauga, Canada

March 2020 - March 2021

Managed customer-banking transactions and provided efficient
support for daily banking activities.
Addressed and resolved customer complaints, ensuring positive
experiences.
Participated in community outreach events, including organizing a
bake sale for charity fundraising.
Promoted financial products to meet customers needs and provided
information on current offers.

Company industry:
Retail & Wholesale

Customer Service Representative

February 2017 - December 2019

CIBC

Toronto, Canada

February 2017 - December 2019

Managed customer-banking transactions and provided efficient
support for daily banking activities.
Addressed and resolved customer complaints, ensuring positive
experiences.
Participated in community outreach events, including organizing a
bake sale for charity fundraising.
Promoted financial products to meet customers needs and provided
information on current offers.

Company industry:
Banking

Sales Associate

September 2014 - November 2016

TheGap - Sherway Gardens

Toronto, Canada

September 2014 - November 2016

Assisted customers in product selection and helped them with inquiries.
Maintained store appearance, managed inventory, and facilitated
customer returns and exchanges.
Supported promotional campaigns and product launches, contributing
to increased sales.
Increased sales revenue by building strong rapport with customers and
recommending appropriate products based on their needs.

Company industry:
Retail & Wholesale

Education

University of Toronto

June 2016

June 2016

Bachelor's degree, Management

Canada

GPA (point): 3.3 out of 4

GPA (point): 3.3 out of 4

Silverthorn Collegiate Institute

June 2011

June 2011

High school or equivalent, economics, business studies ,accounting

Canada

beaconhouse school system

January 2010

January 2010

High school or equivalent, add maths , economics, accounting

Pakistan

Skills

COMPLEX PROBLEM SOLVING
Expert
COMPLEX PROBLEM SOLVING
Expert
COLLABORATION
Expert
COLLABORATION
Expert
CONFLICT RESOLUTION
Expert
CONFLICT RESOLUTION
Expert
CUSTOMER RELATIONSHIP BUILDING
Expert
CUSTOMER RELATIONSHIP BUILDING
Expert
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
FINANCIAL SERVICES
Intermediate
FINANCIAL SERVICES
Intermediate
ORGANIZATIONAL SKILLS
Intermediate
ORGANIZATIONAL SKILLS
Intermediate
PRODUCT PROMOTION
Intermediate
PRODUCT PROMOTION
Intermediate
PROJECT RISK MANAGEMENT
Intermediate
PROJECT RISK MANAGEMENT
Intermediate
SALES
Intermediate
SALES
Intermediate
ACTIVE LISTENING
Intermediate
ACTIVE LISTENING
Intermediate
CROSS FUNCTIONAL COLLABORATION
Intermediate
CROSS FUNCTIONAL COLLABORATION
Intermediate
COMMUNICATIONS
Intermediate
COMMUNICATIONS
Intermediate
COMPLEX PROBLEM SOLVING
Intermediate
COMPLEX PROBLEM SOLVING
Intermediate
CUSTOMER ENGAGEMENT
Intermediate
CUSTOMER ENGAGEMENT
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
INTERPERSONAL COMMUNICATIONS
Intermediate
INTERPERSONAL COMMUNICATIONS
Intermediate
NETWORK MANAGEMENT
Intermediate
NETWORK MANAGEMENT
Intermediate
ORGANIZATIONAL SKILLS
Intermediate
ORGANIZATIONAL SKILLS
Intermediate
SALES
Intermediate
SALES
Intermediate

Languages

English
Expert
Urdu
Native Speaker