VIKAS KAUSHAL
London,ON
Summary
Hands-on Registered Representative known for having a terrific work ethic and for providing exceptional service to all clients. A highly energetic employee unafraid of making cold calls and attending networking events to generate leads. A poised professional pleased to mentor others on the inner workings of the financial services industry.
Overview
6
6
years of professional experience
Work History
Registered Representative
TD Wealth
01.2022 - Current
- Communicated with clients and customers to gather, provide and share updated information on products and services.
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
- Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Identified potential new sources for business through cold calling approximately 17 leads per day.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
Investment Representative
TD Wealth
06.2020 - 01.2022
- Perform client instructions in accordance with industry and TD Direct Investing trading policy.
- Plan for the future and contribute positively to the overall productivity of the team by maximizing individual productivity, availability and flexibility.
- Deliver accurate, timely information on market activity and developments, company products and services and customer account information.
- Proactively identify and adapt to the needs of the customer and offer creative solutions by learning about TD Direct Investing products and services and their applicability to customer/market situations.
EASYLINE SPECIALIST
TD Bank
01.2019 - 06.2020
- Provide timely and accurate guidance and service to customers for a variety of product lines, plans and programs.
- Provide prompt, courteous and efficient service that exceeds customer expectations.
- Contribute to effective cost and risk control through productivity and adherence to corporate processes and controls.
- Achieve departmental targets through recommendation of appropriate products and services which meet ever-changing customer needs
- Worked flexible hours across night, weekend and holiday shifts.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Resolved problems, improved operations and provided exceptional service.
- Self-motivated, with a strong sense of personal responsibility.
- Managed time efficiently in order to complete all tasks within deadlines.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Digital Marketing Coordinator
HRdownloads
08.2017 - 04.2018
- Developed digital marketing strategies by creating and implementing plans to reach and engage target audiences.
- Managed digital projects from initial concept through final implementation and live monitoring.
- Crafted and implemented strategies to increase search visibility and website traffic.
- Increased brand awareness with ambassador partnerships and targeted email campaigns.
- Collaborated with designers, copywriters and developers, creating effective search marketing campaigns.
- Developed and implemented campaigns for email, online advertising, search engines and direct mail.
Education
DIPLOMA CERTIFICATE - Marketing Management
Fanshawe College of Applied Arts And Technology
London, ON04.2017
DIPLOMA CERTIFICATE - Public Relations - Corporate Communications
Fanshawe College of Applied Arts And Technology
London, ON08.2016
Skills
- Customer Needs Assessments
- Interpersonal Communication Skills
- Lead Prospecting
- Customer Inquiries
- Client Service
- High Net Worth Individuals Marketing
- Customer Engagement
- Problem-Solving Strengths
- Industry Networking
- Business Growth and Retention
Timeline
Registered Representative
TD Wealth
01.2022 - Current
Investment Representative
TD Wealth
06.2020 - 01.2022
EASYLINE SPECIALIST
TD Bank
01.2019 - 06.2020
Digital Marketing Coordinator
HRdownloads
08.2017 - 04.2018
DIPLOMA CERTIFICATE - Marketing Management
Fanshawe College of Applied Arts And Technology
DIPLOMA CERTIFICATE - Public Relations - Corporate Communications
Fanshawe College of Applied Arts And Technology
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