An ambitious recent graduate with experience in Teamwork and social work environments. specializing in Marketing with an extensive understanding of digital marketing, Banking and project management based on my previous experience in different organizations. Finally, motivated to work independently and as a team player in fast-paced organizations or startups.
● Served clients on the wicket and used to take more than three appointments per day as an intern.
● Opened many new accounts for customers, enrolled them in the loyalty program, and assisted new and existing clients with credit card applications.
● Created tailored financial plans using RBC's MyAdvisor CRM software
● Additionally, employed SalesForce CRM for a seamless new account setup, credit applications, and ongoing client support management
● Collaborated with community partners to make more than 20 referrals worth more than 3 million for investment, retirement planning, and mortgage services.