Hemani Patel
Bedford,Canada
Summary
Results-driven professional with strong analytical and advisory skills in fast-paced financial environment. Effective in interpreting financial data and offering actionable recommendations tailored to client needs. Seeking to transition to new field, leveraging solid foundation in finance and customer service to drive positive outcomes.
Overview
2
2
years of professional experience
Work History
Senior Banking Advisor
RBC
08.2024 - Current
- Delivered tailored financial advice to clients on accounts, loans, credit cards, mortgages, and investments, aligning solutions with their short- and long-term financial goals
- Consistently exceeded sales targets by identifying opportunities to promote banking products and services, deepening client relationships
- Educated clients on digital banking tools, enhancing their financial literacy and enabling self-service capabilities
- Built and maintained long-term client relationships by providing proactive, value-added advice and resolving concerns at the first point of contact
Credit Card Advisor
RBC
02.2024 - 08.2024
- Supported clients with credit card activations, billing inquiries, and credit limit adjustments, ensuring a seamless client experience
- Achieved high customer satisfaction by offering detailed guidance on credit benefits, usage, and management
- Collaborated with team members to develop and implement strategies for credit card promotions, increasing customer engagement and revenue growth
- Utilized active listening and probing questions to identify clients' immediate and future credit needs, providing personalized solutions
Customer Service Representative
Teleperformance
01.2023 - 12.2023
- Managed high call volumes in a fast-paced environment, resolving client inquiries, complaints, and escalations with a focus on customer retention
- Demonstrated strong problem-solving skills by addressing client concerns promptly and effectively
- Maintained a client-centric approach, ensuring exceptional service delivery and fostering long-term loyalty
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
Post-Graduate Diploma - Computer Programming and Database Development
Lambton College
08.2023
Bachelor of Engineering - Computer Engineering
Gujarat University
05.2021
Skills
- Advice-Based Solutions: Proven ability to provide tailored financial advice and digital education to meet diverse client needs
- Client-Centric Approach: Strong interpersonal and communication skills to build rapport and maintain long-term client relationships
- Credit Expertise: In-depth knowledge of credit products, services, and lending processes
- Digital Literacy: Proficient in educating clients on digital self-service tools and leveraging technology to enhance client experiences
- Problem-Solving: Track record of resolving client concerns at the first point of contact, ensuring satisfaction and retention
- Sales and Negotiation: Demonstrated success in achieving sales targets and driving revenue growth through proactive client engagement
Accomplishments
- Exceeded Sales Targets: Consistently surpassed goals by identifying and promoting banking products aligned with clients’ financial needs, increasing customer lifetime value by 25% through strategic upselling and cross-selling.
- High Customer Satisfaction: Achieved top satisfaction scores by resolving 50+ inbound calls daily, addressing complex financial issues promptly, and maintaining an 80% customer retention rate.
- Innovative Strategies: Collaborated with teams to develop and implement credit card promotion strategies, boosting customer engagement and driving revenue growth.
Timeline
Senior Banking Advisor
RBC
08.2024 - Current
Credit Card Advisor
RBC
02.2024 - 08.2024
Customer Service Representative
Teleperformance
01.2023 - 12.2023
Bachelor of Engineering - Computer Engineering
Gujarat University
Post-Graduate Diploma - Computer Programming and Database Development
Lambton College
Similar Profiles
Ayesha AdnanAyesha Adnan
Cyber Security Analyst Co-op at RBCCyber Security Analyst Co-op at RBC
KELVIN CHUN YIN CHENGKELVIN CHUN YIN CHENG
Client Advisor at RBCClient Advisor at RBC
Julie GatienJulie Gatien
Manager Employee Development and Facilitator, Learning Delivery P&CB at RBCManager Employee Development and Facilitator, Learning Delivery P&CB at RBC
Nathania SingletonNathania Singleton
Team Manager at RBCTeam Manager at RBC
ALIXANDRA BALSOM-VARDYALIXANDRA BALSOM-VARDY
Server at MoxiesServer at Moxies