Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Rajat Kumar

Brampton,ON

Summary

Highly organized and detail-oriented professional with over 5 years of experience in banking, customer service, and sales, seeking a position in New Accounts and Document Management. Leveraging strong interpersonal and communication skills, a solid investment industry background, and a keen eye for detail to provide exemplary service and support in a regulatory-compliant environment.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Sales Consultant

Bell Canada
11.2022 - Current
  • Developed in-depth knowledge of Bell Canada's products and services to provide customized telecommunications solutions to customers
  • Conducted customer needs assessments to identify and recommend appropriate products and services, enhancing customer satisfaction and loyalty
  • Achieved and consistently exceeded monthly sales targets through effective client outreach and relationship management
  • Utilized strong communication skills to explain complex technical information clearly and concisely to a diverse client base
  • Managed and nurtured client relationships, resulting in increased customer retention and recurring business
  • Stay current with the latest industry trends and technological advancements to provide informed recommendations to customers
  • Handled administrative tasks related to sales, including processing orders, maintaining customer records, and preparing sales reports for management review.

Priority Relationship Manager

Axis Bank
03.2021 - 09.2022
  • Presented new and additional products and services to existing customers
  • Ensured the correct products and services are delivered to customers in a timely manner
  • Responded to customer inquiries regarding new accounts and account services
  • Verified customer identity and reviewed documentation for accuracy
  • Developed trusting relationships with high net-worth individuals to ensure client loyalty
  • Expanded relationships with existing customers by continuously proposing objective solutions
  • Prepared reports and forecasts to internal and external stakeholders using key account metrics.

Key Account Manager

IndusInd Bank
03.2021 - 01.2022
  • Managed customer inquiries, providing timely and accurate solutions to banking issues, and improved customer satisfaction
  • Processed financial transactions with high accuracy, ensuring compliance with bank policies and regulatory standards
  • Conducted market research to identify new business opportunities and led promotional campaigns that enhanced the bank's visibility and customer base
  • Oversaw daily bank operations, including transaction processing, cash management, and customer service, improving operational
  • Implemented risk management policies and procedures that resulted in a 25% reduction in operational risks.

Relationship Officer

Kotak Mahindra Bank
10.2018 - 02.2021
  • Built and maintained relationships with new & existing clients through high level of expertise
  • Maintained knowledge on banking products and distribution to provide optimal support
  • Communicated regularly with clients to understand needs, evaluate current product use, and cross-sell various bank products and services, like liabilities, assets and third party products
  • Achieved banking and investment sales goals and exceeded performance metrics for customer service by offering additional mutual funds, demat accounts and insurance
  • Analyzed customer data to identify areas of improvement and maximize customer satisfaction
  • Participated in staff meetings to discuss innovative strategies to improve services.

Personal Banker

HDFC Bank
07.2017 - 09.2018
  • Assisted customers with setting up or closing accounts and completing loan applications
  • Cross-sold bank products and services to meet customer needs and provide options
  • Promoted financial products by maintaining excellent service offering knowledge
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions using Point of Sales (POS) system for cash handling
  • Worked closely with management to strategize sales techniques to increase branch production.

Education

Master of Science in Project Management -

Northeastern University
Toronto, ON
03.2024

Master of Business Administration in Finance -

Bharati Vidyapeeth Deemed University
New Delhi, India
06.2018

Bachelor of Business Administration -

Guru Gobind Singh Indraprastha University
Delhi, New Delhi
08.2016

Skills

  • R Studio
  • Customer Relationship Management
  • Microsoft Project
  • Microsoft Excel
  • Problem-Solving
  • Attention to Detail
  • Team Leadership & Development
  • Strategic Planning
  • CRM proficiency
  • Product and service knowledge

Certification

Investment Funds in Canada, IFC

Timeline

Sales Consultant

Bell Canada
11.2022 - Current

Priority Relationship Manager

Axis Bank
03.2021 - 09.2022

Key Account Manager

IndusInd Bank
03.2021 - 01.2022

Relationship Officer

Kotak Mahindra Bank
10.2018 - 02.2021

Personal Banker

HDFC Bank
07.2017 - 09.2018

Master of Science in Project Management -

Northeastern University

Master of Business Administration in Finance -

Bharati Vidyapeeth Deemed University

Bachelor of Business Administration -

Guru Gobind Singh Indraprastha University

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