Summary
Overview
Work History
Education
Skills
STRENGTHS
Languages
Certification
Timeline
Generic
Raghav (Ray) Gupta

Raghav (Ray) Gupta

Toronto,ON

Summary

Experienced financial services professional with a strong track record of collaborating effectively with clients from diverse backgrounds. Approachable and adaptable, with expertise in wealth management, estate planning, and investments. Thrives in fast-paced environments, consistently delivering impactful results.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Associate Financial Advisor

CIBC
11.2021 - 06.2025
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Assisted clients with budgeting and cash flow management and devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Managing a portfolio of clients assisting them with all 4 quadrants of banking including Investments, Lending, Protection and day to day banking products.
  • Engaging, listening and understanding the financial needs of potential customers and matching their needs to our lending solutions in a pleasurable sales environment
  • Welcome and engage customers visiting our branch location or by actively prospecting new clients through a combination of marketing and outbound contact activity with a view to achieving and exceeding branch sales targets
  • Keeping in touch with junior team members like FSR’s and CSR’s and assisting them with all their day to day queries and sharing tips and insights that would help them gain success in their role.
  • Maintaining a good repo with Investment and Mortgage partners to ensure success with all the meetings involved.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

Technical Support Representative

Teleperformance
07.2021 - 11.2021
  • Worked on a contract where our team was working with Apple Inc. for their client support centre.
  • Managed high levels of call flow and responded to technical support needs.
  • Used ticketing systems to manage and process support actions and requests.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Diagnosed and troubleshoot hardware, software and network issues.
  • A technology expert. Sharing knowledge by introducing clients to mobile applications, enabling them to better manage their future needs.
  • Providing customer support related to billing, hardware and software issues.
  • Guided users step-by-step through installations and technical fixes via phone call, email, and live chat.

Customer Support Specialist

Concentrix
03.2021 - 06.2021
  • Worked on a contract where our team was working with Facebook for their newly launched Oculus VR headset clients.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Diagnosed and troubleshoot hardware, software and network issues.
  • A technology expert. Sharing knowledge by introducing clients to mobile applications, enabling them to better manage their future needs.
  • Providing customer support related to billing, hardware and software issues.
  • Troubleshooting account concerns and order related issues by using company provided tools.
  • Guided users step-by-step through installations and technical fixes via phone call, email, and live chat.
  • Participated actively in training sessions being imparted.

Administrative Clerk

St. Germain Auto Body
09.2020 - 12.2020
  • Preparation of day-to-day sales invoices of services like paint jobs and damaged auto body parts replacement.
  • Ordering and buying office equipment and other work tools as required by employees. Thus, making sure we are not out of stock.
  • Often visiting car dealerships with the intent of building local relationships and got great deals to firm by receiving high rebates.
  • Engaging with customers and attending inbound calls to provide customer support.
  • An analyst determining price estimates for different jobs depending on various factors.

Cashier/ Customer Service

Mac’s Convenience
02.2020 - 07.2020


  • Used POS system to enter orders, process payments and issue receipts.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Reconciling of purchase orders with receipts, investigating variances.
  • Evaluating lotteries during famous draws like Lotto max.
  • Assisted in payroll and basic bookkeeping duties.
  • Handling retail-banking financial duties involving cash and cheque deposits.
  • Assisted customers with returns, refunds and resolving transaction issues.

Supervisor

Freshii
05.2019 - 12.2019
  • Conducted regular reviews of operations and identified areas for improvement.
  • Evaluated staff performance and provided coaching to address inefficiencies.
  • Engaged in marketing to increase store outreach and got the franchisee an opportunity to collaborate with Mo’Cha Bubble tea.
  • Keyholder opening and closing of the store every day.
  • Reporting daily sales to the store owner via email and text.
  • Managing inventory reports on monthly basis by using FIFO and LIFO concepts.
  • Creating targets for employee motivation and increased productivity.

Technical Support Representative

Comcast, Xfinity
06.2018 - 01.2019
  • Client engagement with the purpose to find the right solutions.
  • Providing first level customer support for queries related to internet packages and billing information.
  • Troubleshooting internet routers over the air by using company provided software.
  • Understanding client’s needs and creating a tailored monthly package including telephone, cable, or home security on discounted prices.
  • Making outbound calls to existing customers to inform them about latest deals available on their account, exceeding monthly sales target.
  • Managed high levels of call flow and responded to technical support needs.
  • Diagnosed and troubleshot hardware, software and network issues.

Education

Business Management (Post Graduate Diploma) -

Lambton College
Sarnia, ON
12.2020

Bachelor of Commerce (B.Com) - undefined

Punjab University
03.2018

Skills

  • Customer services and leadership
  • Relationship management
  • Reporting and analysis
  • Acquainted with MS Office
  • Sales proficiency
  • Debt management
  • Estate planning
  • Wealth management
  • Retirement planning
  • Sales follow-up

STRENGTHS

  • Motivated by accomplishing goals and delivering my best to make an impact.
  • Demonstrate passion about meeting new people and surrounding myself with a diverse network and having meaningful conversations.
  • Proficient with using latest technology involving use of mobile banking and business banking.
  • Build trust through respect and authenticity.
  • Adaptive learner and strive to enhance knowledge and skills.
  • Bring my real self to work and live my values - trust, teamwork and accountability.

Languages

English
Punjabi
Hindi

Certification


  • PFSA-Canadian Securities Institute
  • CSC- Canadian Securities Institute
  • Persuing FP1-Canadian Securities Institute
  • Persuing CPH- Canadian Securities Institute

Timeline

Associate Financial Advisor

CIBC
11.2021 - 06.2025

Technical Support Representative

Teleperformance
07.2021 - 11.2021

Customer Support Specialist

Concentrix
03.2021 - 06.2021

Administrative Clerk

St. Germain Auto Body
09.2020 - 12.2020

Cashier/ Customer Service

Mac’s Convenience
02.2020 - 07.2020

Supervisor

Freshii
05.2019 - 12.2019

Technical Support Representative

Comcast, Xfinity
06.2018 - 01.2019

Bachelor of Commerce (B.Com) - undefined

Punjab University

Business Management (Post Graduate Diploma) -

Lambton College

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Raghav (Ray) Gupta