POULAMI ROY CHOWDHURY
Calgary,AB
Overview
12
12
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
10.2019 - Current
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial goals and need
- Consistently prospect new leads and capitalize on business opportunities to increase the overall client base
- Recommend strategies for helping clients improve their cash management, investment planning and other areas to achieve their financial goals
- Manage client portfolios, consistent follow-up regarding mortgage and investment renewals and keeping client informed about their banking and changes in policy
- Develop, retain, and grow the branch business by delivering against individual and team sales goals that support a positive customer experience
- Adhere to KYC, CDD and verify and analyse information and documents provided by clients during client meetings and credit applications
Client Support Supervisor - Internal Queue
Canadian Imperial Bank of Commerce (CIBC)
12.2018 - 09.2019
- Resolving escalated client concerns and creating case files to investigate complex issues
- Composing correspondence in response to inquiries and partner with internal departments to resolve investigations in a timely manner
- Providing technical support and coaching to Financial Service Representatives
- Prioritizing and organizing workload based on risk and documents required to ensure deadlines are met according to policies, procedures, and service level agreements
- Documenting and keeping track of temporary credits provided to clients to recover the funds within expected timeframe
- Working in synergy with the team to keep up with continuous change in processes
Financial Services Representative
Canadian Imperial Bank of Commerce (CIBC)
01.2017 - 11.2018
- Proactively advise clients based on a comprehensive financial planning approach including cash management, credit and investment advice
- Engaging in client-focused interactions that are meaningful and delivering trusted advice
- Following right procedure to approve credit and complying with Banks code of conduct
- Participating in business development activities such as client acknowledgement programs and appreciation activities
Customer Service Representative
The Network Inc.
Halifax, NS
02.2016 - 04.2016
- Company Overview: Worked full-time door-to-door for Plan Canada's sponsorship program - Because I am a girl
- Worked full-time door-to-door for Plan Canada's sponsorship program - Because I am a girl
- Trained new associates on and off-field and assisted them in securing sponsors to meet their required target
- Worked independently while communicating openly and honestly with the public to spread awareness about the problems in the Third World countries
- Worked full-time door-to-door for Plan Canada's sponsorship program - Because I am a girl
Web Content Writer
Flipkart India Pvt. Ltd.
Bangalore
09.2013 - 01.2015
- Company Overview: Online Shopping Retail Marketplace
- Content Specialist for categories - Toys, Baby Care, Sexual Wellness, Apparels, Sports and Fitness, Health and Beauty, Electronics, School Supplies, Home & Furniture and SEO
- Writing detailed and engaging product descriptions to provide an informed buying decision for the customers
- Maintaining ad-hoc reports and ensuring the content has sufficient keywords for search engine optimization
- Online Shopping Retail Marketplace
Timeline
Senior Financial Advisor
Scotiabank
10.2019 - Current
Client Support Supervisor - Internal Queue
Canadian Imperial Bank of Commerce (CIBC)
12.2018 - 09.2019
Financial Services Representative
Canadian Imperial Bank of Commerce (CIBC)
01.2017 - 11.2018
Customer Service Representative
The Network Inc.
02.2016 - 04.2016
Web Content Writer
Flipkart India Pvt. Ltd.
09.2013 - 01.2015
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