Bobby Gupta
Etobicoke,ON
Summary
Accomplished Financial Advisor and Mortgage Broker with a proven track record at CIBC, adept in sales and public speaking. Excelled in building client relationships, enhancing financial portfolios, and closing complex mortgages. Demonstrated leadership as a Call Center Supervisor, ensuring high-quality service through effective management and communication skills.
Overview
24
24
years of professional experience
Work History
Self Emlployed Financial Advisor
Sales With Finance
08.2016 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Travel Agent
Air Miles, Loyalty One
03.2014 - 08.2016
- Arranged travel accommodations for groups, couples, executives, and special needs clients.
- Designed personalized vacation experiences based on thorough understanding of each client''s interests, budget constraints, and desired outcomes.
- Increased client satisfaction by creating customized travel itineraries tailored to individual preferences and needs.
- Provided exceptional customer service by promptly addressing concerns and resolving issues, leading to positive reviews and recommendations from satisfied clients.
Mortgage Broker
Cibc
07.2004 - 07.2009
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained entire mortgage loan process to borrower.
- Closed complex mortgages for clients across Canada
Call Center Supervisor
CIBC
06.2000 - 06.2004
- Monitored call quality and provided individual constructive feedback to enhance performance and address areas in need of improvement.
- Trained team members on performance metrics and consumer behavior identification.
- Developed process controls and metrics for daily management of call center.
- Achieved high-quality service levels by continuously monitoring calls and providing constructive feedback to agents.
Education
Bachelor Of Arts - Finance
Carleton University
Ottawa, ONSkills
Sales
Public Speaking
Management
Finance
Communications
Call center
Accomplishments
Won various sales and Finance awards
Including prestigious Cibc acheiver award
Languages
English
Full Professional
Timeline
Self Emlployed Financial Advisor
Sales With Finance
08.2016 - Current
Travel Agent
Air Miles, Loyalty One
03.2014 - 08.2016
Mortgage Broker
Cibc
07.2004 - 07.2009
Call Center Supervisor
CIBC
06.2000 - 06.2004
Bachelor Of Arts - Finance
Carleton University
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