Varun Kumar

Experience

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  Aryabhatta College, University Of Delhi

  May 2018 - Aug 2018

  Human Resources Intern

  Worked closely with the core HR team to run placement drives in the campus.Handled the data of the candidates including the shortlisting of the candidates.

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  FIS

  Sept 2020 - Aug 2021

  Customer Relationship Management Business Analyst

  Learned to manage clients through client engagement and interaction and performed data management to maintain the accounts of the clients.Collaborated with key stakeholders to understand business requirements and translate them into comprehensive CRM solutions.Conducted thorough analysis of end-user needs and expectations to enhance the functionality and effectiveness of CRM systems.Evaluated the performance and capabilities of existing CRM systems, identifying areas for improvement.Proposed and implemented enhancements to CRM workflows, ensuring seamless integration with existing business processes.Conducted data analysis to extract meaningful insights into customer behavior, preferences, and trends.Developed and generated reports to provide actionable information for business decision-making and strategy refinement. Show less

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  President's Choice Financial

  Sept 2022 - Jan 2023

  Sales Representative

  Engaged with potential customers to understand their financial needs and provided tailored solutions using PC Financial credit and debit card products.Initiated and maintained positive relationships with clients, addressing inquiries, and providing information on a wide range of financial products.Acquired in-depth knowledge of PC Financial credit and debit card features, benefits, and associated rewards programs.Actively promoted and sold PC Financial credit and debit cards through various channels, including in-person interactions, phone calls, and online platforms.Exceeded sales targets by effectively communicating the unique value propositions of the PC Card products.Educated customers on the application process, terms, and conditions associated with PC Financial credit and debit cards.Provided guidance on maximizing card benefits, including rewards programs and special promotions.Generated leads through targeted marketing efforts, referrals, and participation in promotional events.Utilized various sales techniques to attract new customers and expand the customer base.Assisted customers in completing credit and debit card applications, ensuring accuracy and compliance with regulatory requirements.Collaborated with internal teams to expedite the application process and provide timely updates to customers.Ensured adherence to all regulatory guidelines and internal policies related to the sale and promotion of financial products.Maintained accurate records of customer interactions, applications, and sales activities.Gathered customer feedback on the products and services, sharing insights with the team to drive continuous improvement. Show less

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  Questrade Financial Group

  Jan 2023 - now

  Client Services Specialist

  Effectively and efficiently managing each client interaction from first contact to resolution.Managing multiple inbound/outbound client support channels (i.e. phones, email, live chats, in-person) and assisting clients in monitoring and managing accounts.Subject matter expert on various financial products and services including accounts such as TFSA, RRSP, LIRA, LIF, etc.Providing technical support to clients on Questrade’s various trading software platforms.Resolving client problems in a professional manner, escalating issues as required. Show less