HARDIK OBEROI
Brampton,Canada
Summary
Focused Financial Advisor handles wide range of financial needs, from retirement planning to major lending decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Excel in communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed client expectations consistently.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
Collingwood, ON
06.2024 - Current
- Provided ethical, objective and holistic financial planning advice to clients.
- Follow up with clients regularly, and implement consultative techniques to stay on top of financial means and objectives.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Ensured compliance with regulatory requirements and industry standards.
Client Relationship Specialist (Retention Specialist)
Tangerine
Toronto, Canada
04.2022 - 06.2024
- Complying with the Bank's strategic policy to retain and grow deposits, as well as deepen client relationships.
- Probe the client to understand their long-term or short-term saving needs, to deepen the client relationship, and then offer the client the appropriate product based on their needs.
- Occasionally reaching out to clients to deepen and add value to their banking relationship with Tangerine by informing them of offers, products, and services available to them.
- De-escalated customer complaints by providing clear communication, rebuilding trust, and offering alternate solutions, while keeping relevant business lines and stakeholders informed of the outcome.
Client Service Specialist
Tangerine
Toronto, Canada
11.2021 - 04.2022
- Engage clients in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions while working in a fast-paced environment and adhering to Tangerine's key controls.
- Educate the client about the terms of different banking products, like chequing and savings accounts, GICs, RSPs, and TFSAs.
- Build customer confidence in emerging digital banking trends by educating them about mobile and online banking.
- Deliver individual and team objectives that support Tangerine.
- Maintained and exceeded key performance indicators.
Education
Business - Marketing - UGDM
Sheridan College
Brampton, ON04.2021
High School Diploma -
Mount Carmel School
New Delhi, India04.2019
Skills
- Mutual funds expertise
- Active listening
- Client service excellence
- Time management
- Tech-Savvy
- Relationship-Building Proficiency
- Detail-Oriented Approach
- Financial expertise
Languages
English
Native/ Bilingual
Hindi
Native/ Bilingual
Certification
- Canadian Securities Course
- Canadian Investment Funds Course
References
References available upon request.
Timeline
Financial Advisor
Scotiabank
06.2024 - Current
Client Relationship Specialist (Retention Specialist)
Tangerine
04.2022 - 06.2024
Client Service Specialist
Tangerine
11.2021 - 04.2022
Business - Marketing - UGDM
Sheridan College
High School Diploma -
Mount Carmel School
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