Kiranjeet Minhas

• Acquire, grow, and deepen client relationships by delivering tailored, value-added financial advice aligned with individual and business needs.
• Conduct proactive outreach to clients, using in-depth discovery techniques to understand evolving circumstances and goals.
• Proactively identify lending and growth opportunities by planning client and market activities, and collaborate with different partners to deliver integrated financial solutions.
• introduce clients to specialists across commercial, wealth, and insurance, ensuring holistic financial advice and strong retention.
• Guided clients through financial literacy sessions focused on mortgage lending, helping them understand borrowing processes and prepare for homeownership.

• Developed personalized financial plans and identified target customers through both phone and in-person interactions.
• Assisted clients with a wide range of banking services, including account openings, credit cards, investments, mortgages (new purchase and refinancing), unsecured lending, and more.
• Consistently exceeded weekly sales targets by utilizing consultative sales strategies and delivering exceptional customer service.
• Fostered strong relationships with multiple levels of management, contributing to organizational success.
• Proactively reached out to onboard clients seeking additional financial products and services.

• Analyzed clients' financial situations and set clear objectives to determine optimal investment or debt management solutions.
• Engaged with senior and executive-level accounts to secure funding for upcoming projects and initiatives.
• Boosted sales by proactively following up with leads and new clients via outbound calls.
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.

Inbound contact center - Dec 2016 – Jan 2019

• Delivered exceptional service by resolving inquiries, promoting digital solutions, and identifying cross-sell opportunities.
• Used advanced listening and probing skills to address complex financial needs and direct clients to appropriate RBC channels.

Outbound contact center - April 2016 – Dec 2016

• Conducted high-volume outbound campaigns, generating leads and scheduling appointments for advisors.
• Used client profiling techniques to uncover needs and introduce appropriate banking products and services.
• Maintained accurate records and followed up to convert leads into long-term clients.