GEETA GUPTA
@geetagupta1
I build customer trust through financial guidance, consultative sales, and service resolution.
CanadaWhat I'm looking for
I'm currently delivering product presentations, consultative sales, and tailored solutions at Voysus CE Inc., building strong relationships with technical and non-technical customers.
At American Express Canada – Gatestone & Co. Inc., I resolved billing, account, and payment issues while conducting financial assessments and maintaining over 500 credit and loan files. I also traced more than 100 debtors, contributing to a 20% increase in collections and a 90% customer satisfaction rate.
My experience spans finance, e-commerce, fitness, and retail, including customer service roles at Toys R Us and H&M. I bring financial planning education, customer-focused communication, negotiation, data analysis, and a practical commitment to improving service outcomes.
Experience
Work history, roles, and key accomplishments
Technical Sales Representative
Voysus CE Inc.
Mar 2024 - Present (2 years 6 months)
Developed and delivered compelling product presentations to technical and non-technical audiences. Negotiated and closed complex deals with key decision-makers, building long-term customer relationships.
Financial Service Representative
American Express Canada – Gatestone & Co. Inc.
Jan 2023 - Feb 2024 (1 year 1 month)
Implemented a comprehensive reference evaluation process, achieving a 90% customer satisfaction rate. Acted as a liaison between clients and American Express departments, resolving complex issues and conducting financial assessments.
Customer Service Representative
Toys R Us
Jun 2022 - Jan 2023 (7 months)
Performed cashiering duties and assisted customers on the sales floor. Increased district-wide customer satisfaction from 42% to 55% through excellent service and product knowledge.
Customer Service Representative
Hennes & Maritz (H&M)
Nov 2020 - Jan 2022 (1 year 2 months)
Negotiated with customers to diffuse complaints, resulting in a 5% increase in customer retention. Resolved product or service issues by identifying root causes and coordinating corrections.
Education
Degrees, certifications, and relevant coursework
Canadian Securities Institute
Canadian Securities Course, Securities
Expected completion of the Canadian Securities Course in March 2025.
Investment Funds Institute of Canada
IFIC, Investment Funds
Expected completion of the Investment Funds Institute of Canada certification in April 2024.
Humber College
Graduate Certificate, Wealth Management and Investment Planning
Completed the Financial Planning Graduate Certificate program with a major in Wealth Management and Investment Planning.
Guru Nanak Dev University
Bachelor of Commerce, Advanced Accounting and Auditing
Earned a Bachelor of Commerce with a major in Advanced Accounting and Auditing.
Tech stack
Software and tools used professionally
Availability
Location
CanadaAuthorized to work in
Salary expectations
Social media
Skills
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