Gagan Dhawan
Winnipeg Tax Centre
Winnipeg,Canada
1
Language
1
Certification
13
years of professional experience
Ambitious and articulate professional with strong communication skills, excelling in task management and fostering positive work environment. Highly motivated to drive results through proactive engagement and effective collaboration.
Work History
Clerk
2 Years 6 Months- Prepares and maintains tax returns for processing and storage; distributes files and documents; and provides general file maintenance, control, and support services.
- Maintains and updates records and files related to taxpayers and/or benefit recipients, returns, schedules, and forms.
- Handles incoming remittance mail, allocates payments to taxpayer accounts, and prepares and reconciles daily bank deposits.
- Analyzes and assesses information, documentation, and/or returns.
- Operated office equipment including computers, printers, copiers, scanners.
- Provides material handling, mail, and general services.
- Organized information into databases, spreadsheets, and documents using advanced computer skills.
- Stocked products using first-in, first-out rotational procedure to avoid stockpiling.
- Compiled data and created detailed reports for management review.
Personal Banker
2 Years- Play a key role in advising customers on high-level financial solutions from a range of available investments. Banking solutions.
- Identified customer needs by actively listening and asking questions to determine appropriate product offerings.
- Identified cross-selling opportunities and recommended banking products and services to customers.
- Maintain professional space in common areas as per marketing and regulatory guidelines.
- Work closely with existing and prospective customers to provide. Financial reviews, discuss portfolio updates, and suggest additional personalized solutions based on their financial goals.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Conducted regular portfolio reviews with clients, aligning financial strategies with changing needs and goals.
- Enhanced digital banking adoption among clients with targeted education initiatives.
- Fostered strong client relationships through regular follow-ups, securing loyalty and repeat business.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Client Advisor
6 Years 7 Months- Proactively engage with clients in the branch and deliver experience by completing transactions and providing opportunities for advice, solutions, digital enablement, and partner introductions.
- Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions, and retain business.
- Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capabilities of RBC partners, or personally fulfill client solutions.
- Proactively take ownership of resolving and preventing client banking problems.
- Cultivate and maintain relationships with partners to work as one RBC team.
Customer Service Representative
11 Months- Welcomed guests with warm greetings and responded to their queries and their requests.
- Developed strong customer relationships and loyalty through effective communication.
- Maintained knowledge of company products to provide helpful suggestions and recommendations to customers.
- Activated phones, billed customers, and maintained customer data using a computer.
- Provided the first point of contact for customers.
- Provided information about new plans.
- Activated new Phone and Internet connections
- Provided billing information and performed cash handling duties.
- Sent daily reports to the head office.
- Delivered personalized service over the phone and in person.
- Identified cross-selling opportunities while interacting with customers.
- Demonstrated excellent communication skills, both verbal and written, to effectively interact with customers.
- Handled customer complaints and inquiries in a courteous and efficient manner.
- Responded to telephone inquiries and complaints following standard operating procedures.
Education
Bachelor of Technology
Skills
Prioritization
Quality control
Sales expertise
Document management
Calendar management
Record preparation
Proficient in computer technology
Verbal and writing communication
Time management
Flexible and adaptable
Reliability
Self motivation
Customer communication
Microsoft office
Task prioritization
Problem-solving aptitude
Interpersonal skills
Adaptability
Relationship building
Certification
- IFIC
- FP1
- PFSA
Extracurricular Activities
Organizing events
Timeline
Clerk
Winnipeg Tax Centre
03.2024 - CurrentRead More
Personal Banker
TD Canada Trust
05.2021 - 05.2023Read More
Client Advisor
RBC
10.2014 - 05.2021Read More
Customer Service Representative
Wireless Solutions MTS Store
11.2013 - 10.2014Read More
Punjab Technical University
Bachelor of Technology
Read More