Experienced financial service professional with 4years of experience seeking full time position in Financial Advisor position in Scarborough region.
IFIC Certified Mutual Fund Representative.
Specialized in Retail Banking.
Customer-centric, detail oriented.
Overview
4
4
years of professional experience
Work History
Banking Advisor
RBC Royal Bank
06.2024 - Current
Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.
Planned, developed and pursued programs within banking structure to attract new business.
Worked with customers to procure updated financial information on continuous basis.
Achieved to get 110% sales volume and completed 200% client appointment .
Client Advisor
RBC Royal Bank
06.2021 - 06.2024
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Utilized active listening skills to identify customer needs and provide appropriate solutions.
Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
Delivered prompt service to prioritize customer needs.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Education
Master of Science - Biotechnology
Burdwan University
India
01.2009
Skills
Exceptional Customer Service &relationship
Team -oriented
Investment banking services
Mutual funds
Developing financial plans
Planning for retirement
Investment advice
Timeline
Banking Advisor
RBC Royal Bank
06.2024 - Current
Client Advisor
RBC Royal Bank
06.2021 - 06.2024
Master of Science - Biotechnology
Burdwan University
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