
Mahatma Gobin
Brand Ambassador

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About me
Associate Financial Advisor @ The Co-Operators
Education

Centennial College School of Business
2014 - 2016Business Finance Business FinanceActivities and Societies: Canadian Securities Course (CSC), Retirement Certification. LLQP, Mutual Fund License In-depth knowledge regarding the finances sector of business. Courses like financial accounting, Canadian taxation, mathematics for personal finance, retirement planning consultant has got me ready to generate new clients with an appropriate portfolio established with my help. Rich certifications have been obtained to provide financial companies with experienced representatives in the field and produce a large number of satisfied clients. Licenses obtained are Life License Qualification Program… Show more In-depth knowledge regarding the finances sector of business. Courses like financial accounting, Canadian taxation, mathematics for personal finance, retirement planning consultant has got me ready to generate new clients with an appropriate portfolio established with my help. Rich certifications have been obtained to provide financial companies with experienced representatives in the field and produce a large number of satisfied clients. Licenses obtained are Life License Qualification Program (LLQP) and Mutual Fund license. Summed up with a Business Finance diploma. Show less
Experience

Influence Marketing
May 2013 - Nov 2020Brand AmbassadorRepresent various brands in a courteous, knowledgeable and professional manner while actively seeking business with both prospective and existing members through the coordination and delivery of presentations/demostrations • Comply with brand policies and guidelines, monitor daily activities and prepare reports for management review• Interact with and build relationships with over 275 customers on a daily basis, using a variety of engagement and marketing methods• Help to retain and increase market share through acquisition of new customers through rapport building and relationship management with a focus on assisting customers to identify goals and potential barriers, and recommending appropriate product solutions• Market new products professionally and point out the key benefits through presentation and in-store demonstrations• Obtain customer feedback by taking notes and reporting it to management • Restock inventory • Present product and gain customers attention in an energetic leadership role using various marketing methods Show less

Kognitive Marketing
Sept 2014 - Dec 2014Field Sales RepresentativeConnected and networked with customers by attracting and engaging an audience within a busy, fast-paced retail environment• Make a connection with consumers in store and educate them on various credit card offerings while highlighting key benefits and representing a leading retail and financial services brand• Built and maintained positive working relationships with store personnel• Utilized proven sales experience to drive results and exceed targets for customer acquisition; assisted customers in completing credit card applications, obtaining and securing customers confidential information in an ethical and responsible manner • Abided by my fiduciary duty by gaining client information keeping it safe and filed credit card applications• Completed nightly sales and consumer insight reports for management • Up sold on added services the customer could choose to add onto the credit card such as; balance protection plan, extended warranty Show less

IQor
Apr 2017 - Aug 2017Call Center Sales RepresentativeStrengthened customer loyalty while representing Bell Canada and Virgin Mobile by engaging and offering their customers special promotions that were available to them based on their account • Managed 120+ outbound calls daily to existing customers simultaneously accessing and reviewing their file, promoting value-added services and securing confidential information (credit card, SIN card, driver license) to process sales, set up phone plans, and ship new devices to customers• Conducted credit checks on clients, activated software for new cellphone lines and e-order software to setup phone deliveries to customers; recorded detailed description of the sale made to Bell Canada or Virgin Mobile, including rate plan offered, agreement number and order number Show less

Common Collection Agency Inc
Aug 2017 - Dec 2017Colletions Investigation OfficerFunctioned as a frontline representative of an organization contracted by the major banks in Canada (CIBC, RBC, Capital One, Scotiabank, & BMO) to collect debts owed to creditors; nationally licensed to collect debt• Conducted financial capacity assessments to record debtor’s income, expenses, assets and liabilities and obtain a formal, independent assessment of their financial competence• Ordered and analyzed tens of dozens of credit bureaus daily to calculate; combined loan to value ratios (CLTV), predicative scoring indexes (PSI), home equity line of credit (HELOC), etc. • Negotiated and secured payment from customers by engaging and communicating with them in a clear, professional and compliant manner; adhering to strict security policies & procedures• Maintained records pertaining to the debtor’s credit score, daily call dialogue, pending payments etc., and prepared daily/weekly/monthly reports for management for review Show less

DEC Fleet Services
Dec 2017 - Apr 2018Delivery Service PersonnelExceed customer expectations by facilitating the timely, accurate and efficient delivery of Amazon packages to customers in the Downtown Toronto/ Old Toronto/GTA areas• Function productively working under pressure in a fast-paced environment, adapting readily to changing workloads and requirements using smartphone technology• Follow the direction of Supervisor/Dispatcher to make over 135 deliveries daily while safely navigating busy downtown city streets and highways during heavy traffic• Represent the company in a knowledgeable, courteous and professional manner during interactions with customers, team members and the general public Show less

The Co-operators
Nov 2020 - nowAssociate Financial Advisor
Licenses & Certifications

Life License Qualification Program (LLQP)
IFSE InstituteDec 2016
Mutual Funds License
IFSE InstituteSept 2015
Volunteer Experience
Telemarketing
Issued by SunLife Financial on Mar 2009
Associated with Mahatma Gobin
Languages
- enEnglish
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