Anuj ARORA

• Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
• Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
• Generated new business leads through extensive networking, referrals, and strategic partnerships.
• Assisted clients during major life events such as retirement planning or college funding preparations.

• Cold-calling prospects for personalized financial reviews and providing them with best investment solutions.
• More than 2000 solutions in span of 3 quarters with 95% of client promoters.
• Advising customers on various Mutual funds products across market based on Time horizons, Risk and Investment objectives in non-registered and registered plans.
• Gathered customer information and maintained CRM database.
• Educated and worked with clients on ROI terms to find accurate solutions.
• Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
• Met with members to understand goals and recommend solutions to fit specific needs.
• Worked with clients to provide competitive commercial banking solutions and retail financing plans.
• Developed strong rapport with customers, fostering loyalty and repeat business.
• Delivered comprehensive product demonstrations during sales calls or virtual meetings.

Manage blogging website.

• Writing blogs about Personal finance and Intermediate Investment.
• Posted regularly on blog and other social media outlets to increase retention, acquisition rates and levels of engagement with blog.
• Achieved over 1000 website followers from various demographics

• Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
• Investigated daily variances and corrected errors to resolve discrepancies.
• Supervised daily bookkeeping operations with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.