GORANG BATRA
KAITHAL,HARYANA
Summary
Results-driven financial services professional with over 2 years of experience in client portfolio management, AML compliance, and loan origination. Proven ability to boost client satisfaction and retention through data-driven financial solutions. Delivered tailored investment strategies that increased portfolio values by 15%, utilizing extensive knowledge of CRM tools to enhance customer engagement. Seeking to leverage expertise to further optimize financial services and operational efficiency.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Guest Service Agent
Travelodge by Wyndham
08.2023 - Current
- Delivered exceptional customer service, improving the Customer Satisfaction Index (CSI) by 12% within 3 months.
- Managed 100+ monthly reservations through Property Management Systems (PMS), ensuring 100% booking accuracy.
- Collaborated with housekeeping and maintenance for timely room turnover, raising guest satisfaction scores by 15%.
- Upsold room upgrades and services, increasing revenue by 8%.
- Upsold room upgrades and other hotel services to boost revenue, implementing effective guest interaction management.
- Investigated guest challenges and sources of dissatisfaction to offer timely resolution.
Financial Solutions Specialist
Canadian Imperial Bank of Commerce
09.2022 - 08.2023
- Provided tailored financial solutions, resulting in a 20% increase in client portfolio growth.
- Adhered to AML and KYC regulations, maintaining zero compliance violations.
- Managed a portfolio of high-value clients, increasing retention by 15% through personalized investment strategies.
- Analyzed client data via MIS reports, identifying growth opportunities that improved service delivery by 10%.
- Partnered with commercial banking and wealth management teams, supporting a 5% rise in cross-sell opportunities.
- Utilized data-driven decision making to provide personalized recommendations, contributing to increased client satisfaction and customer retention.
- Discussed financial options with clients and provided informed suggestions.
Lending Specialist
Lend Direct
01.2022 - 08.2022
- Streamlined loan origination, reducing application processing time by 25%.
- Guided clients through the loan application process, boosting loan approvals by 10%.
- Reduced non-performing assets (NPA) by 15% through proactive monitoring and recovery.
- Managed delinquent accounts, improving debt recovery rates by 20%.
- Assessed loan portfolios for compliance with underwriting policies.
- Investigated and documented non-collectable accounts, initiating legal or policy measures for revenue recovery and reducing overall delinquency.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Education
Bachelors in Business Administration -
Kurkushetra University
Kurkushetra, Haryana05.2027
Business Administration - undefined
Seneca College Of Applied Arts and Technology
North York, Ontario09.2021
Skills
- Financial Services
- Portfolio Management
- AML & KYC Compliance
- Loan Origination
- Debt Recovery
- Customer-Centric Solutions
- Complaint Resolution
- Client Onboarding
- Upselling & Cross-Selling
- CRM
- Hospitality
- Front Office Operations
- Property Management Operations
- Process Improvement
- Compliance Reporting
- Data-Driven Decision Making
- Documentations & Record Keeping
- Effective Planning
- Guest service and assistance
- Cloud Services
- MS Office
- Spreadsheets
- Power BI
Certification
- Licensed MFDA - Life Time
- CIFC certified
Timeline
Guest Service Agent
Travelodge by Wyndham
08.2023 - Current
Financial Solutions Specialist
Canadian Imperial Bank of Commerce
09.2022 - 08.2023
Lending Specialist
Lend Direct
01.2022 - 08.2022
Business Administration - undefined
Seneca College Of Applied Arts and Technology
- Licensed MFDA - Life Time
- CIFC certified
Bachelors in Business Administration -
Kurkushetra University
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