Amit Gojra
Surrey,BC
Summary
Motivated banking advisor with two years of financial sector experience. Proven ability to evaluate client needs, offer investment guidance, and put successful financial plans into action. Solid understanding of banking products, such as mortgages, investments, and loans. Demonstrated ability to surpass sales goals and cultivate enduring customer relationships. Had great interpersonal and communication skills to work well with clients and offer tailored financial solutions. a dependable counselor dedicated to providing outstanding support and increasing client happiness.
Overview
3
3
years of professional experience
Work History
Advisor
AXIS BANK Ltd.-INDIA
02.2021 - 01.2023
- Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
- Increased client portfolio performance through diligent market research and analysis for optimal asset allocation.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Customer Service Supervisor
AXIS BANK Ltd.-INDIA
02.2020 - 12.2021
- Improved customer satisfaction by addressing and resolving escalated issues promptly and professionally.
- Enhanced team productivity through regular coaching, feedback, and performance evaluations.
- Streamlined workflow processes for increased efficiency in handling customer inquiries and complaints.
- Collaborated with other departments to address recurring customer concerns, improving overall service quality.
- Monitored call center data to assess trends, proactively implementing solutions for identified issues.
Education
ACCOUNTING - Business And Accounting
AKAL ACCOUNTING SCHOOL
PUNJAB INDIA01.2023
High School Diploma -
DBGSS
PANJAB, INDIA07.2021
Skills
- Career Planning
- Presentations and Public Speaking
- Student Development
- Academic Counseling
- Client Engagement
- Communication Skills
- Current knowledge of state, federal, and international banking guidelines
- Search for Clarity
- Approaching Clients
Accomplishments
Team Leader
Languages
English
Full Professional
Punjabi
Native or Bilingual
Affiliations
- Employee of the year 2021
Timeline
Advisor
AXIS BANK Ltd.-INDIA
02.2021 - 01.2023
Customer Service Supervisor
AXIS BANK Ltd.-INDIA
02.2020 - 12.2021
ACCOUNTING - Business And Accounting
AKAL ACCOUNTING SCHOOL
High School Diploma -
DBGSS
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