RANVIR SINGH
Summary
Experienced professional banker with expertise in customer relationship management, financial advising, and transaction processing. Proven track record of delivering client-focused solutions and meeting business objectives. Recognized for strong teamwork, adaptability, and communication skills. Skilled at leveraging financial tools and resources to drive results and ensure client satisfaction. Honed through experience as a Personal Banker at BMO where prioritization, multitasking, and remaining focused under pressure are daily challenges.
Overview
12
12
years of professional experience
Work History
Personal Banker
Bank of Montreal
12.2022 - Current
- Building our customer's comprehensive plans using a holistic approach to help them achieve their goals by educating our customers, providing relevant insights and expert advice.
- Leveraging financial planning tools such as financial planning software and income tax calculator to enhance every client experience and provide customized and tailored solutions.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Developing, retaining, and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.
- Constantly looking for opportunities for referral to banking partners and promote overall growth of the bank.
- Implementing strategies to constantly generate business such as proactive calling the leads.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Expanded client base by promoting new financial products.
Financial Service Representative
Easy Financial Services
04.2021 - 11.2022
- Helping clients with personal financing needs including unsecured and secured lending.
- Collection and initial verification of mortgage related documents.
- Accurately submit and process loan applications into underwriting system.
- Manage outbound follow-up to new and existing applicants via telephone and email.
- Collaborate with sales leadership to develop and continuously improving the business unit.
- Increased client satisfaction by providing personalized financial advice and building strong relationships.
Customer Service Representative
Shell
01.2019 - 11.2020
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Maintained a track record by achieving all the key performance indicators as well as in building rapport and maintaining relationship with the customer.
- Displayed strong negotiating skills by handling upset customers with a proactive approach to end the conversation on a positive note.
- Trained new team members in cash register operation, stock procedures and customer service.
Articled Clerk
M/s Khanduja Associates
04.2013 - 04.2016
- Delivered superior level of customer service to all small business clients.
- Supervised team of accountants while conducting audits of schools and companies.
- Provided accurate financial projections by examining current tax liabilities and projected future earnings.
- Aided other departments in identification and resolution of tax-related issues.
- Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
Education
Insurance And Risk Management - Insurance
Fanshawe College
London, ON, Canada04.2020
Professional Financial Services - Finance
Fanshawe College
London, ON, Canada08.2019
Master of Commerce - Finance and Marketing
University of Allahabad
Allahabad, Uttar Pradesh, India06.2018
Bachelor of Commerce - Marketing and Insurance
University of Allahabad
Allahabad, Uttar Pradesh, India06.2014
Accounting Technician Course - Accounting and Taxation
Institute of Chartered Accountants of India
Allahabad, Uttar Pradesh, India02.2013
Skills
- Financial planning
- Investment advisory
- Personal & business lending advising
- Client relationship management
- Banking policies and procedures
- Regulatory compliance
- MS Office
Certifications & Licensing
- Personal Financial Planner (PFP®) Designation
- Canadian Securities Course (CSC®) Licensed
Languages
English
Hindi
Timeline
Personal Banker
Bank of Montreal
12.2022 - Current
Financial Service Representative
Easy Financial Services
04.2021 - 11.2022
Customer Service Representative
Shell
01.2019 - 11.2020
Articled Clerk
M/s Khanduja Associates
04.2013 - 04.2016
Insurance And Risk Management - Insurance
Fanshawe College
Professional Financial Services - Finance
Fanshawe College
Master of Commerce - Finance and Marketing
University of Allahabad
Bachelor of Commerce - Marketing and Insurance
University of Allahabad
Accounting Technician Course - Accounting and Taxation
Institute of Chartered Accountants of India
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