Harshit Sharma
Customer Service Supervisor @Lion Guard Security
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WORK HISTORY
Customer Service Supervisor @Lion Guard Security
EDUCATION
George Brown Polytechnic
Post Graduate certificate , Financial Planning and Services
Georgian College
Ontario graduate certificate
Guru Gobind Singh Indraprastha University
Bachelor of Business Administration, Marketing
ABOUT HARSHIT SHARMA
I am a Client-Focused Financial Services Professional with 4+ years of experience supporting customers across banking-style environments, investment advisory firms, real-estate lending, and high-volume retail and security operations. My background blends customer service excellence, financialproduct knowledge, documentation accuracy, and compliance expertise, giving me a strongfoundation for frontline and advisory roles in Canada’s financial sector.I bring hands-on experience in investment and insurance advisory, helping clients choose suitablemutual funds, SIPs, life insurance, and health insurance based on their goals and risk preferences. Ialso have strong exposure in loan and mortgage processing, supporting over 150+ clients with KYCdocumentation, income verification, and end-to-end coordination with banks and underwriters.Across all roles, I have developed a reputation for delivering exceptional service, solving complexinquiries, and maintaining 100% accuracy in cash-handling, teller-style operations, and regulatorydocumentation. With the CSC and CIFC certifications, I bring the technical and compliance knowledgeneeded to confidently support clients with Canadian financial products.My core competencies include:Client Service & Relationship Building | Financial Needs AssessmentTeller-Style Transactions | Cash Handling & POS AccuracyKYC Verification & Compliance | Documentation & Record ManagementMutual Funds, SIPs & Insurance Support | Protection Product GuidanceLoan & Mortgage File Preparation | Bank Coordination & Eligibility ChecksDigital Banking Support | Self-Service Tools & Client OnboardingHigh-Volume Service Excellence | Problem Resolution & EscalationsTeam Collaboration | Multitasking in Fast-Paced EnvironmentI thrive in people-facing roles, enjoy helping customers make informed financial decisions, and bring acalm, solutions-oriented approach to high-volume, fast-paced environments. I am committed to buildingtrust, strengthening client relationships, and contributing to a positive, service-driven team culture.I’m actively exploring opportunities as a Financial Services Representative, Banking Advisor, ClientAdvisor, or Investment Representative, and I am open to relocation across Canada.Let’s connect!
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