Purna Tavva
Toronto,ON
Summary
Results-oriented Banking Advisor enthusiastic about enhancing financial advisory services at CIBC. Demonstrates excellence in financial analysis, customer service, and sales, supported by a robust foundation in investment strategies and regulatory compliance. A dynamic communicator adept at simplifying complex financial concepts for clients, skilled in collaborative problem-solving, and efficient time management. Proven track record of consistently meeting and surpassing sales targets, significantly contributing to organizational growth. Technologically savvy with a keen eye for innovation. Seeking a Financial Advisor role at CIBC to bring a unique blend of expertise, dedication, and a passion for delivering outstanding client experiences to the forefront. Let my commitment to excellence drive success for both clients and the esteemed CIBC team.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Banking Advisor
RBC
Toronto, ON
08.2022 - Current
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Respond to client-initiated contact, assisting them with a full range of financial transactions
- Actively listen and engage clients in conversation to further understand their individual needs
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to make the most of business opportunities and referral
- Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
- Reviewed credit applications for accuracy before submitting them for approval.
- Built relationships with customers by providing excellent customer service.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
Technical Support Advisor
Concentrix Technologies
Waterloo, ON
05.2021 - Current
- Utilized automated systems to manage and track customer inquiries through to completion.
- Supported customers with online billing, access and account issues.
- Assisted customers with various types of technical issues via email and telephone.
- Mindful listening to customer needs and concerns and demonstrated empathy while maximizing opportunity to build rapport with the customer.
- Troubleshoot basic and routine customer issues that are technical in nature; including hardware, software, networking and other designated client products.
Restaurant Crew Member
A&W
Toronto, ON
01.2020 - 12.2020
- Took orders, prepared foods and processed payments in full-service establishment.
- Boosted customer satisfaction by quickly addressing and resolving complaints with food or service.
- Identified unacceptable work or materials and independently corrected problems to keep operations on-target.
- Collected money, made change and counted out register at end of shift.
- Completed opening, closing and shift change tasks by following company guidelines.
Equity Trader Intern
Bulls & Bears Investments
Hyderabad, Andhra Pradesh, India
05.2018 - 08.2018
- Built positive and productive customer connections to drive consistent sales.
- Tracked and analyzed trade policies, weather conditions, political developments and changes to supply and demand.
- Delivered presentations to key decision makers and offered financial recommendations.
- Applied strict company and regulatory standards when producing contracts and documentation.
- Discussed client financial options to keep customers informed regarding transactions.
Education
Global Hospitality Management - Hospitality
Conestoga College
Waterloo, ON04.2020
Global Business Management - Business
Conestoga College
Kitchener, ON08.2019
Skills
Financial Analysis
Customer Service
Investment Advice
Regulatory Compliance
Communication Skills
Sales Expertise
Team Collaboration
Problem-Solving
Time Management
Loan Disbursements
Certification
- Canadian Securities Course License - CSI
- Corporate finance foundations - LinkedIn
Languages
English
Full Professional
Telugu
Native/ Bilingual
Hindi
Full Professional
Accomplishments
- Dean's Honors for showcasing the excellence in Global Business Management - Conestoga College.
- Dean's Honors award in recognition for completing the Global Hospitality Management with excelled scores.
- Champion for Raising funds for Race for the Kids event - RBC
Affiliations
- Conducting events in the branch to demonstrate and explain various banking aspects to clients.
- Participating in local events and creating long lasting connections.
- Neruda Arts - Volunteer Staff -July 2019 - April 2022
- Conestoga Students Inc - Volunteer Staff - May 2019 - April 2020
Custom
References available upon request.
Timeline
Banking Advisor
RBC
08.2022 - Current
Technical Support Advisor
Concentrix Technologies
05.2021 - Current
Restaurant Crew Member
A&W
01.2020 - 12.2020
Equity Trader Intern
Bulls & Bears Investments
05.2018 - 08.2018
Global Hospitality Management - Hospitality
Conestoga College
Global Business Management - Business
Conestoga College
Similar Profiles
Julie GatienJulie Gatien
Manager Employee Development and Facilitator, Learning Delivery P&CB at RBCManager Employee Development and Facilitator, Learning Delivery P&CB at RBC
SRILAKSHMI YALAMARTHISRILAKSHMI YALAMARTHI
QA Lead at RBCQA Lead at RBC
Michelle AdamskiMichelle Adamski
Senior Mortgage Specialist at RBCSenior Mortgage Specialist at RBC