Karanvir Singh
Canadian Securities Course Certification
CAPM-PMI
Customer-focused sales professional with a proven track record in relationship-driven selling, technical advisory, and client success. Experienced in explaining complex financial and digital tools to diverse audiences, with a strong foundation in CRM systems, data-driven problem-solving, and compliance. Passionate about leveraging AI, data, and cloud technologies to drive innovation and business value. Currently seeking a role where I can blend my sales acumen with a growing technical toolkit to deliver impactful client solutions in a dynamic tech environment.
Work History
Direct Investing Advisor
4 Months- Consulted on forex trading, GICs, mutual funds, ETFs, and equities, providing clients with an overview of all the trading accounts and characterizing the RBC-Direct Investing brokerage platform’s features and benefits.
- Onboarded and managed multiple accounts, ensuring 100% regulatory compliance and accurate execution of transactions.
- Resolved high-value trade discrepancies, liaising with licensed traders for profitable execution.
- Enhanced digital banking solutions, improving customer engagement and operational efficiency.
Financial Services Representative
1 Year- Generated $20K+ in new banking relationships, conducting 50-60 high-impact outbound calls daily.
- Increased sales conversion rates by 20%, promoting credit lines, Visa products, and financial solutions.
- Advised clients on RRSPs, TFSAs, and savings accounts, ensuring informed financial decisions.
- Conducted virtual consultations, bridging clients with specialized financial advisors.
- Maintained 100% compliance, reducing risk exposure and improving audit outcomes.
Technical Support Advisor
1 Year 10 Months- Resolved 20-30+ customer inquiries daily, achieving a 90%+ satisfaction rating.
- Promoted to Mac Advisor within one year, recognized for troubleshooting expertise and customer engagement.
- Diagnosed and resolved Apple device/software issues, ensuring 100% security compliance.
- Boosted first-call resolution rates, improving operational efficiency.
Education
Graduate Certificate - Entrepreneurship Management
Graduate Certificate - Project Management
B.Tech - Mechanical Engineering
Skills
Accomplishments
- CIBC Performance Excellence Award (2022) – Exceeded sales targets and
customer service expectations. - Customer Satisfaction Incentives (Kelly Services) – Recognized for top-rated
service performance.
Certification
- Canadian Securities Course – Canadian Securities Institute
- CAPM – Project Management Institute
Volunteer Experience
Volunteer, Student Administrative Council
Peterborough, ON | Mar 2018 - Sep 2018
• Organized mental health awareness campaigns, increasing student engagement.
• Coordinated intercultural competitions and sponsorships, strengthening
community participation.
• Promoted counseling services, ensuring accessibility for students in need
Work Availability
Software
- M.S Project
- M.S Powerpoint