Rihaan
Campbell River
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 2 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
2
2
years of professional experience
Work History
Premier Relationship Manager
HSBC Bank
11.2022 - Current
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Analyzed financial data and presented meaningful insights to clients
Associate Financial Advisor
CIBC
03.2022 - 11.2022
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Financial Customer Service Representative
CIBC
06.2021 - 03.2022
- Promoted available products and services to customers during service, account management, and order calls.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Promptly responded to inquiries and requests from prospective customers.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Education
Post Graduate Diploma - Global Business Management
North Island College
Campbell River, BC05.2021
BBA - Business Administration
SRM University
KTR, Tamil Nadu05.2018
Skills
- Financial Planning Processes
- Service Support
- Qualifying Customers
- Business Relationship Cultivation
- Business Development
- Comparative Analysis
Languages
English
Native or Bilingual
Tamil
Full Professional
Timeline
Premier Relationship Manager
HSBC Bank
11.2022 - Current
Associate Financial Advisor
CIBC
03.2022 - 11.2022
Financial Customer Service Representative
CIBC
06.2021 - 03.2022
Post Graduate Diploma - Global Business Management
North Island College
BBA - Business Administration
SRM University
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