Rishi Agarwal
Summary
Accomplished Financial Sales Representative with a proven track record of exceeding sales targets and driving exceptional productivity. Expertise in financial negotiations and customer relationship management enhances client satisfaction and retention. Strong communication and problem-solving skills facilitate the development of strategic sales initiatives that deliver effective solutions.
Overview
5
5
years of professional experience
Work History
Financial Sales Representative
Royal Bank of Canada
Vancouver
07.2023 - Current
- Proactively provided exceptional service, addressing individual client requirements.
- Generated credit card sales amounting to 85K CAD quarterly
- Enhanced customer credit limits by 150K CAD each quarter.
- Marketed SaaS solutions including RBC digital software.
- Recognized with 2024 Digital Influencer award for endorsing digital technologies.
- Facilitated customer migration after a $13.5B HSBC takeover by RBC.
- Evaluated creditworthiness and determine appropriate credit solutions based on clients' needs
Financial Sales Representative
Transworld Systems Canada
Vancouver
06.2021 - 07.2023
- Negotiated annual recoveries exceeding 100K+ CAD for Rogers Telecommunication.
- Secured annual recoveries exceeding 100K+ CAD for the BC Ministry of Finance's Revenue Services.
- Enabled private lending surpassing 200K CAD each year by linking consumers with third-party lenders.
- Followed up on delinquent accounts and forwarded them for legal action, when necessary, ensuring compliance as per Fair Debt Collection Practices Act (FDPCA)
Commercialization Services Intern
Centre of Excellence in Mining and Innovation
Sudbury
01.2020 - 12.2020
- Responsible for data collection and extension of invitations regarding all mining events taking place in Canada in the year 2020
- Daily reports of progress with co-op coordinator and team
- E-Meeting event organizers to brief on campaign requirements
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
Digital Marketing Intern
Riper Valley
Kolkata
01.2020 - 12.2020
- Managed multiple content calendars for clients
- Responsible for communicating client expectations to relevant departments after conducting client brief meeting
- Analyzed website metrics such as page visits and conversions to measure success of campaigns.
- Established core metrics for projects based upon client needs.
- Monitored and reported on competitor marketing activities and strategies.
Education
Post Graduate Diploma in Management - Supply Chain Management
Cambrian College
Canada11-2021
Post Graduate Diploma in Management - International Business Management
Cambrian College
Canada12-2020
Bachelor of Commerce (Honors) -
St. Xavier’s College
India01.2018
Series-V-A - Mutual Funds Distributor
National Institute of Securities Markets (NISM)
Mumbai11-2024
Skills
- Microsoft Office Suite
- Microsoft Dynamics GP
- Financial Negotiation
- Communication
- Conflict handling
- Client relationship management
Timeline
Financial Sales Representative
Royal Bank of Canada
07.2023 - Current
Financial Sales Representative
Transworld Systems Canada
06.2021 - 07.2023
Commercialization Services Intern
Centre of Excellence in Mining and Innovation
01.2020 - 12.2020
Digital Marketing Intern
Riper Valley
01.2020 - 12.2020
Post Graduate Diploma in Management - Supply Chain Management
Cambrian College
Post Graduate Diploma in Management - International Business Management
Cambrian College
Bachelor of Commerce (Honors) -
St. Xavier’s College
Series-V-A - Mutual Funds Distributor
National Institute of Securities Markets (NISM)
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