Summary
Overview
Work History
Education
Skills
Languages
Certification
Accomplishments
Timeline
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Anurag Yadav

Blind River,Canada

Summary

Experienced Banking Advisor offering expertise in retail banking, investment products, and customer service. Proven ability to identify financial needs and deliver tailored solutions for clients. Adept at driving branch sales while ensuring client satisfaction. Demonstrates leadership and teamwork abilities for effective staff training and development.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Banking Advisor

RBC Royal Bank
Blind River, Ontario
07.2023 - Current
  • Formulated client-specific plans for financial success.
  • Enhanced customer decisions through detailed insights into various financial products.
  • Facilitated ongoing client discussions to monitor achievement advances.
  • Delivered accurate details on banking products while addressing customer questions promptly.
  • Addressed customer complaints with swift resolution.
  • Outlined risk management strategies.
  • Enhanced client relationships by delivering superior customer care.
  • Analyzed competitors' products to identify market opportunities.
  • Established deeper engagements with both new and current clients, boosting overall progress.
  • Advised on all-encompassing financial strategies.
  • Managed the decision-making process for various loan applications.
  • Directed team as delegate manager.

Client Services Representative

CIBC
Hamilton, Canada
02.2022 - 06.2023
  • Processed orders and payments accurately and efficiently.
  • Collaborated with other departments to ensure smooth onboarding of new customers.
  • Analyzed customer feedback to improve customer service processes.
  • Collaborated with sales teams on client issues.
  • Monitored daily operations of customer service department, ensuring compliance with standards.
  • Followed established procedures for handling client interactions.
  • Expanded business opportunities by fostering lasting relationships.
  • Addressed inquiries regarding various account types and banking services.
  • Supported banking clients in cases of fraud or theft.
  • Keep net promoter score high through excellent client service.

Front Store Supervisor

Shoppers Drug Mart
Hamilton, Canada
11.2021 - 06.2023
  • Assisted shoppers with inquiries and purchases.
  • Monitored employee activities to boost operational efficiency.
  • Monitored inventory for timely restocking of products.
  • Handled daily start-of-day and end-of-day store procedures.
  • Managed inquiries, complaints, and returns from customers.
  • Assisted in training new staff members on their roles and responsibilities.
  • Verified and maintained correct cash amounts during shift handovers.
  • Developed strategies to increase sales volume and profitability of the store.
  • Performed inventory checks on a weekly basis.
  • Implemented promotional activities to drive sales within the store.
  • Monitored cash drawers in checkouts to verify adequate cash supply.
  • Managed surplus workload efficiently during peak periods.
  • Promoted store loyalty program to increase customer engagement and drive consistent sales.

Relationship Officer

Kotak Mahindra Bank Ltd
Kanpur, India
03.2017 - 08.2021
  • Addressed customer queries efficiently.
  • Created customized financial plans based on individual client requirements.
  • Conducted thorough credit analysis of customer profiles and portfolios.
  • Identified new sales prospects through comprehensive analysis of customer data.
  • Worked with internal teams like marketing, sales, operations, risk management and compliance.
  • Ensured accuracy in maintaining comprehensive client records.
  • Facilitated resolution of transactional disputes between customers and third parties.
  • Assessed client responses to highlight areas for enhancements.
  • Developed strong connections with high-value clients through active listening.

Graduate Engineer Trainee

RSPL LTD
Kanpur, India
07.2014 - 04.2015
  • Maintenance of packaging machines
  • Increased production of detergents and reduce rejections of packages
  • Collaborated with a team of machine operators to reduce machine malfunction and perform regular machine maintenance
  • Involved in decision making of acquiring new machines

Education

Graduate Certificate - International Business

Lambton College
Sarnia, ON
04.2023

Post Graduate Diploma - Banking And Relationship Management

Manipal University
02.2017

Bachelor of Technology - Mechanical Engineering

Lovely Professional University
07.2014

Skills

  • Investment banking services
  • Credit risk evaluation
  • Investment strategies
  • Profitability analysis
  • Credit assessment
  • Technical aptitude
  • Mutual funds
  • Managing wealth
  • Education funds
  • Planning for retirement
  • Debt management
  • Sales expertise
  • Relationship building and management
  • Ethical standards
  • Insurance sales
  • Reporting
  • Loans
  • Regional equity portfolios
  • Financial goal setting
  • Tax planning
  • Banking

Languages

English
Full Professional
Hindi
Native/ Bilingual

Certification

  • Canadian Investment Funds Course (CIFC) from the IFSE Institute
  • Personal Financial Services Advice (PFSA) from the CSI
  • Financial Planning 1 from the CSI

Accomplishments

  • Quarterly Award Winner, RBC - Quarter 3, 2024
  • Quarterly Award Winner, RBC - Quarter 4, 2023
  • I was awarded a certificate of appreciation in a national-level contest for achieving a life insurance target of $300,000 in revenue
  • I received a certificate of appreciation for achieving 100% NPS ( Net Promoter Score )
  • I was awarded in the national-level ROAR contest for achieving mutual fund targets

Timeline

Banking Advisor

RBC Royal Bank
07.2023 - Current

Client Services Representative

CIBC
02.2022 - 06.2023

Front Store Supervisor

Shoppers Drug Mart
11.2021 - 06.2023

Relationship Officer

Kotak Mahindra Bank Ltd
03.2017 - 08.2021

Graduate Engineer Trainee

RSPL LTD
07.2014 - 04.2015

Graduate Certificate - International Business

Lambton College

Post Graduate Diploma - Banking And Relationship Management

Manipal University

Bachelor of Technology - Mechanical Engineering

Lovely Professional University

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Anurag Yadav