RAHUL GUGNANI

● Helping clients with their day-to-day banking (bank accounts and credit cards)

● Lead calling and following up with clients who have pre-approved offers and discuss manage money options

● Helping clients with managing their money with Registered and Non-registered investment options

● Performing a full credit planning calculation to assist clients with their lending needs (Issuing loans and Unsecured Line of Credits)

Performing and simulating a full goal planning analysis for the clients to reach their desired goals in time

● Administrative duties: Scheduling appointments, showings, managing emails, phone calls, coordinating with lenders and maintaining and updating client’s database.

● Marketing duties: creating listings, writing property descriptions, and managing social media.

● Client interaction: Acting as a first point of contact, making cold call to approach new clients, coordinating property tours, answering client’s questions and queries.

• Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
• Established strong and positive working relationships within organization to contribute to team success.
• Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
• Cross-sold bank products and services based on customer needs to boost sales.
• Discussed financial needs and goals to present investment options aligned with clients' financial status.
• Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
• Cold-called potential clients to discuss available financial products and services.

• Helped customers find specific products, answered questions and offered product advice.
• Engaged customers in friendly, professional dialogue to determine needs.
• Answered incoming telephone calls to provide store, products and services information.
• Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
• Worked with fellow sales team members to achieve group targets.
• Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
• Sold various products by explaining unique features and educating customers on proper application or usage.
• Received and displayed product shipments on store retail shelves upon delivery.
• Obtained signatures for financial documents and internal and external invoices.

• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
• Demonstrated excellent communication skills in resolving product and consumer complaints.
• Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
• Fielded customer complaints and queries, fast-tracking for problem resolution.
• Remained calm and professional in stressful circumstances and effectively diffused tense situations.
• Developed strong customer relationships to encourage repeat business.
• Upheld quality control policies and procedures to increase customer satisfaction.
• Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
• Mentored new employees on procedures and policies to maximize team performance.
• Improved customer service wait times to mitigate complaints.
• De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
• Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
• Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.