Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

RAKSHIT SETH

Paradise, NL

Summary

Results-driven professional focused on delivering exceptional support for customer needs. Successfully manages concerns and resolves conflicts to maximize customer satisfaction. Offers strong background in customer relations and communication.

Overview

3
3
years of professional experience
1
1
Certification

Work History

MEMBER SERVICE ADVISOR III

NLCU
12.2024 - Current
  • Assist members with investments, loans, and different types of mortgages, providing tailored financial solutions to meet individual needs.
  • Renew and manage maturing lending and investment products while identifying opportunities to consolidate business.
  • Prepare and review documentation for accounts, investments, and lending in compliance with NLCU policies and regulatory standards.
  • Build lasting member relationships through effective onboarding, follow-ups, and customized financial planning.
  • Contribute to branch marketing plans and business development goals through new business acquisition and retention.

MEMBER SERVICE ADVISOR I

NLCU
01.2024 - 11.2024
  • Efficiently handled member queries to boost satisfaction and retention at NLCU.
  • Maintained adherence to financial policies, ensuring accurate member service.
  • Provided tailored financial advice, enhancing members' trust and financial stability.
  • Attracted new business for NLCU through innovative strategies and effective networking, contributing to growth and expansion of the member base.

TEAM LEADER

LET’S GO CONNECTIONS
02.2023 - 09.2023
  • Conducted face-to-face meetings with prospective clients for direct marketing, delivering compelling presentations and demonstrations.
  • Led a team of 5 members, achieving a 20% sales increase within the first quarter while establishing a reputation as a trusted advisor.

MARKETING CONSULTANT

RELIANCE INDUSTRIES LIMITED
06.2022 - 08.2022
  • Led a project with the Jio-bp pulse team.
  • Conducted national market research on competitors' EV charging and battery swapping stations.
  • Developed and implemented digital marketing plans for Jio-bp pulse.

Education

Bachelor of Business Administration -

Memorial University of Newfoundland
12.2023

Skills

  • Team Player
  • Strategic Thinking
  • MS Office Proficient
  • Strong Communication
  • Goal-Oriented
  • Member correspondence
  • Product sales
  • Workflow optimization

Languages

English
Native or Bilingual
Spanish
Native or Bilingual
Hindi
Professional Working

Certification

- Investment Funds In Canada - To Be Completed By: December 2025


- CUIC 240 Fundamentals of Personal Financial Planning - Completed on December 2024


- CUIC 185 Products and Services - Completed on September 2024


Timeline

MEMBER SERVICE ADVISOR III

NLCU
12.2024 - Current

MEMBER SERVICE ADVISOR I

NLCU
01.2024 - 11.2024

TEAM LEADER

LET’S GO CONNECTIONS
02.2023 - 09.2023

MARKETING CONSULTANT

RELIANCE INDUSTRIES LIMITED
06.2022 - 08.2022

Bachelor of Business Administration -

Memorial University of Newfoundland

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