Vansh Goyal
Financial Services Representative
About
Vansh Goyal is a client-focused Financial Services Representative with extensive experience supporting North American customers in regulated financial environments. He possesses over 3.5 years of expertise in client-facing voice processes, account ownership, relationship management, and consultative upselling. He has a proven ability to manage credit assessment, underwriting, and delinquency, while maintaining strong customer retention. He is seeking roles such as Relationship Manager, Client Service Associate, or Financial Advisor.
Looking For
Experience
Financial Services Representative
Jul 2022 – Dec 2025 · 3 yrs 5 mosGo Easy Ltd. · Canada
- Served as primary contact for North American accounts via high-volume voice.
- Conducted needs-based consultations for upselling and cross-selling.
- Managed credit assessment, underwriting, and repayment while ensuring compliance.
Operations & Customer Support Executive (Part-Time)
Aug 2021 – Jan 2024 · 2 yrs 5 mosForest Hill Group · Canada
- Handled client-facing interactions professionally via phone, email, and in-person.
- Resolved customer queries and supported account servicing workflows.
- Maintained detailed customer and operational records in internal systems.
Skills
Sales & Business Development
Customer Interaction & Support
Client & Relationship Management
Financial Operations & Compliance
Industries
Languages
Education & Certifications
Diploma in Business Marketing
Seneca College · 2022