Raghav Mahendru
Barrie,Canada
Summary
A graduate from the Business Program in Georgian College specializing in Marketing and Sales with work experience in customer service and employee supervision. Seeking a position to apply communication/teamwork skills in the customer service industry to establish and maintain a friendly, authentic, and growing work environment for employees and customers. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Banking Advisor
Royal Bank Of Canada
07.2022 - 03.2024
- Developed and implemented financial plans for customers to help them reach their short-term and long-term goals.
- Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
- Collaborated with other departments within the bank to provide quality service to clients.
- Maintained current knowledge of industry trends, regulations and standards related to banking services.
- Closed 16+M in Sales volume, exceeding all the goals and targets for Quarters.
Client Advisor
Royal Bank Of Canada
11.2021 - 06.2022
- Provided customer service to clients, including answering questions and resolving issues.
- Assisted in the onboarding process for new clients by gathering information and providing guidance.
- Identified client needs and provided tailored solutions.
- Advised clients on product features and benefits best suited for their individual needs.
Financial Advisor
IVARI, IA, WFG
06.2020 - 10.2021
- Consulted with clients to assess and meet short- and long-term financial goal
- Developed and deepened relationships with new and existing clients to advance progress and improve business
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
Shift/Production Manager, Client Services
Macdonald's
08.2018 - 10.2021
- Follows the people positioning guide and organizes and directs crew members on all stations to ensure a smooth and efficient operation
- Helps crew members to become competent in all areas by completing SOCs as required and or supporting the crew trainers to do so, day to day
- Completes pre, during and post shift checklists to plan and organize a smooth operation with excellent QS&C, whilst achieving secondary responsibilities
- Enforced staff performance and service standards to deliver consistent and positive customer experiences.
Financial Advisor
Royal Bank of Canada, RBC
03.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Supervisor
Athletics Centre Georgian College
01.2018 - 01.2019
- Improved staff efficiency while maintaining friendly customer environment
- Responsibility for proper handling of all transactions for memberships and helping executing the road map for staff
- Coordinated with marketing team to publish accurate program information on website and other marketing materials.
Supervisor
Circle K
01.2018 - 01.2019
- Recruited, hired and trained customer-focused employees and built loyal, engaged and productive team with commitment to store success
- Marketed products creatively and equipped team to innovatively upgrade product displays for clarity and appeal and to upsell based on expressed customer needs.
Education
Primary And Secondary Schooling Completed in INDIA
LLQP in LIFE INSURANCE & ANNUTIES -
Olivers University
Toronto, ON12.2020
Business Administration in Business And Organizational Administration -
Georgian College
Barrie, ON09.2018
Pre Health Sciences Certification -
Georgian College of Applied Arts And Technology
Barrie, ON04.2016
Skills
- Making insurance decisions
- Managing wealth
- Planning for retirement
- Pipeline Management
- Sales Follow-Up
- Advising on investments
- Client Relations
- Brand management
- MS Office
- People skills
- Mutual Funds Understanding
- Relationship building and management
- Analytical thinking
- Sales expertise
Languages
English
Full Professional
Punjabi
Professional
Hindi
Professional
Certification
- Branch Compliance Officer, (BCO), CSI - 2024
- Financial Planning 1 , (FP1), CSI - 2024
- Investment Funds in Canada (IFIC), CSI - 2022
- Personal Financial Service Advice (PFSA), CSI - 2023
- Licensed -LLQP ADVISOR by Oliver's University - 2020
- Certified PEER TUTOR, GEORGIAN COLLEGE, 2016-2018
Hobbies And Interests
- Reading Books
- Stock Trading
- Cooking
Accomplishments
- Recognized as Performance Award Winner twice this year in Q1 & Q3 for outstanding performance and team contributions.
- Promoted from Client Advisor to Banking advisor, in less than 12-months.
Volunteer
- Member of NEXT - GEN Committee at RBC.
- Volunteer with RBC Peers with Barrie Clean-up mission.
- Member of Employee Giving Campaign Committee - RBC.
- Ex- Member of Newcomer's to Canada Committee At RBC for their smooth transition.
- Volunteer member of Georgian College Student Association for organizing events and extra - curricular development of Georgian Students.
References
- References available upon request.
Education and Training
other,other
Timeline
Financial Advisor
Royal Bank of Canada, RBC
03.2024 - Current
Banking Advisor
Royal Bank Of Canada
07.2022 - 03.2024
Client Advisor
Royal Bank Of Canada
11.2021 - 06.2022
Financial Advisor
IVARI, IA, WFG
06.2020 - 10.2021
Shift/Production Manager, Client Services
Macdonald's
08.2018 - 10.2021
Supervisor
Athletics Centre Georgian College
01.2018 - 01.2019
Supervisor
Circle K
01.2018 - 01.2019
Primary And Secondary Schooling Completed in INDIA
LLQP in LIFE INSURANCE & ANNUTIES -
Olivers University
Business Administration in Business And Organizational Administration -
Georgian College
Pre Health Sciences Certification -
Georgian College of Applied Arts And Technology
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