PUNEET KAUR
Edmonton,Alberta
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Banking Advisor
Royal Bank of Canada,RBC
08.2024 - Current
- Build and maintain strong relationships with personal and small business clients
- Act as trusted financial advisor, understanding client’s individual financial needs and offering tailored banking solutions
- Proactively reach out to clients through phone, email and in person meetings to assess their financial goals and recommend appropriate products
- Identify opportunity to refer clients to RBC partners for advanced financial services
- Contribute to branch sales and revenue goals by generating new business and deepening client relationships.
- Ensure that all financial advice and product recommendations comply with RBC's risk and regulatory standards.
- stay informed about new financial products,services and market trends.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
Client Advisor
Royal Bank of Canada, RBC
01.2022 - 07.2023
- Informed and suggested new banking products to clients
- Managed customer requests while mitigating potential risk to bank
- Assisted customers in depositing and withdrawing cash
- Assessed client's viability for financial services and facilitated closings and referrals
- Developed and maintained strong relationships with clients to maximize satisfaction
- Cultivate and maintain relationships with partners to work as one RBC team
- Contribute to team results by listening and spotting opportunities to offer additional advice.
Assistant Manager
domino's pizza
08.2017 - 10.2021
- Respond to client's inquires via phone calls and in person provide outstanding customer service.
- Greet customer, look after their needs, respond to customer questions by utilizing active listening and problem-solving skills to facilitate a resolution.
- Assigns and coordinates work of employees to promote efficiency of operations with industry regulations and Domino's Code of Conduct and Ethics.
- Inspects kitchen, dining areas, kitchen utensils and equipment to ensure sanitary standards are met.
- Greeted and quickly surveyed all clients as per Domino's policy to ensure positive security measures.
- Achieved assigned goals and business objectives by promoting online Domino's Pizza App and completing business processes in timely and accurate manner.
Customer Retention Specialist
T-Mobile
09.2020 - 04.2021
- Develop new strategies for customer retention activities.
- Respond to customer queries and address service complaints in timely manner.
- Analyze customer's feedbacks and develop new techniques to ensure customer retention.
- Perform customer negotiations and reach a fair conclusion from both business and customer perspectives.
- Multi-tasking on the work with respect to three main applications i-care, nba, cst.
- Solving the billing issue with respect to the monthly changes in the accounts.
Education
BBA - Business Administration and Management
Humber College
Etobicoke, Ontario05.2017
Skills
- Knowledge of sales retention
- Customer service experience
- Excellent communication skills
- Negotiation abilities
- Customer relations
- Confident and reliable
- Excellent in tools like Microsoft Office, MS Excel
- Banking Software Proficiency
- Client Interactions
- Teller Transactions
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
Mutual Funds License (IFIC)
Personal Financial Services Advice (CSC)
FP1- Currently enrolled.
Timeline
Banking Advisor
Royal Bank of Canada,RBC
08.2024 - Current
Client Advisor
Royal Bank of Canada, RBC
01.2022 - 07.2023
Customer Retention Specialist
T-Mobile
09.2020 - 04.2021
Assistant Manager
domino's pizza
08.2017 - 10.2021
BBA - Business Administration and Management
Humber College
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