Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Languages
Roles And Responsibilities
Profile Snapshot
References
Certification
Timeline
Generic

Ravi Kumar Ruttala

Edmonton,AB

Summary

Career in Financial industry and Banking industry / Food & Beverage operations /Casinos/ Banquet Operations/customer relationship management / seeking an enhanced and showcase the knowledge to the organization. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Financial Advisor

PFSL Financial services Inc
Edmonton, Alberta
11.2015 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Worked effectively in fast-paced environments.
  • Self-motivated, with a strong sense of personal responsibility.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Excellent communication skills, both verbal and written.
  • Skilled at working independently and collaboratively in a team environment.

Food and Beverage Manager

Century Casino St. Albert
St. Albert, Alberta
01.2015 - 01.2017
  • Managed inventory effectively, reducing waste and optimizing stock levels.
  • Developed staff training programs to enhance service skills and increase overall efficiency.
  • Resolved customer complaints involving food or beverage quality and service.
  • Maintained highest standards for beverage quality and service.
  • Organized successful special events that contributed to increased sales figures.
  • Maintained a clean, safe, and welcoming environment for patrons, adhering to strict health code regulations.

Account Manager/Personal Banking Advisor

Royal Bank of Canada
Edmonton, Alberta
01.2013 - 01.2015
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and proactively calling existing clients and their anticipating client needs.
  • Managed a diverse portfolio of accounts doing all kind of investments like RESP,TFSA,RRSP Accounts.
  • Evaluated client needs and developed tailored solutions to increase positive customer ratings.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Educated clients on available banking products and services, ensuring they had the tools necessary to make informed decisions about their finances.
  • Promoted digital banking options to clients, simplifying their account management experience while reducing branch traffic.
  • Managed clients'' portfolios, ensuring a diverse mix of investments to optimize returns.
  • Specialized in lending products like Credit lines, credit cards, Mortgages, Home Line.
  • Best performer for the RBC Alberta wide sales target achieved Banking Advisor Campaine

Lounge server/Fine Dinning Server

Westlock Inn Hotel
01.2011 - 01.2013
  • Prepared specialty cocktails according to established recipes for consistent taste quality across shifts.
  • Ensured compliance with all health code requirements by maintaining proper sanitation practices throughout the lounge area.
  • Suggested courses, drinks and desserts to meet customer needs and accomplish upsell objectives.
  • Resolved customer complaints diplomatically to maintain overall satisfaction levels within the establishment.

Food and Beverage Supervisor

Best Western Westwood Inn
01.2009 - 01.2011
  • Enhanced customer satisfaction by efficiently managing food and beverage orders, ensuring prompt service and accurate delivery.
  • Maintained a clean and organized work environment to ensure compliance with health department regulations and company standards.

Assistant Bar Manager

Novotel Hyderabad International Convention By Accor Group of Hotels
11.2007 - 01.2009
  • Kept alcoholic beverages well-stocked and organized to meet expected demands.
  • Assisted servers with specialty drinks orders by preparing on-demand items without delay.
  • Cultivated a loyal customer base by delivering exceptional service experiences, resolving complaints promptly, and soliciting feedback for continuous improvement efforts.
  • Collaborated with the Bar Manager in setting sales targets, budgeting, forecasting, and expense control measures.
  • Fostered a positive work environment by providing ongoing support, training, and mentoring to bar staff.

Education

Bachelor of Science - Business Administration

East West College
Brooks, AB
01.2024

Bachelor of Science - Bachelors of Hotel Management

Chennai National Collage
Chennai, India
05.2005

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Retirement planning
  • Debt management
  • Financial Advising
  • Sales and Marketing
  • Client Relations
  • Risk Assessment

Accomplishments

    Completed Mutual funds in Canada and actively working since 2015 with PFSL Investments Inc.

    Completed LLQP alberta licensed certified Life insurance agent with Primerica Life Insurance since 2015

Additional Information

I am very reliable, varied skills and the ability to work with many different types of people. I Speak English Hindi Telugu Tamil fluently I believe I could fit easily into your team I have gained in working with diversified individuals and I am team player. I am a conscientious person who works hard and does multi-tasking and keeping busy all the times, follow the company policies and great customer oriented pays attention to detail. I also have lots of ideas and enthusiasm. I'm keen to work for a company with a great reputation and high profile. I have excellent references and would be delighted to discuss any possible vacancy with you at your Convenience.

Languages

Hindi
Native or Bilingual
Telugu
Native or Bilingual
Tamil
Native or Bilingual
Malayalam
Full Professional

Roles And Responsibilities

Being a Manager in a Casino ensures High Quality customers Service by cultivating relationships with VIP Customers and Regulars. Always Call by their name making them Important and Wow Experience. Develops relationships with target guests to meet and responds to guests needs. Being an host plans and coordinates special events and promotions to attract new guests and constantly recognize new customers and their names and build relationships. Being an Account Manager at the Bank I always build relations with clients and get referrals from their friends and families to build my client base portfolio

Profile Snapshot

Legally entitled to work in Canada. I am a Canadian Citizen.Looking for a part time job during in School A total of Fifteen years’ of Experience in the field of Banking and Hospitality involved in all the food and Beverage outlets.

References

References as per request

Certification

Completed Mutual funds in Canada and actively working since 2015 with PFSL Investments Inc.

Completed LLQP alberta licensed certified Life insurance agent with Primerica Life Insurance since 2015

Timeline

Financial Advisor

PFSL Financial services Inc
11.2015 - Current

Food and Beverage Manager

Century Casino St. Albert
01.2015 - 01.2017

Account Manager/Personal Banking Advisor

Royal Bank of Canada
01.2013 - 01.2015

Lounge server/Fine Dinning Server

Westlock Inn Hotel
01.2011 - 01.2013

Food and Beverage Supervisor

Best Western Westwood Inn
01.2009 - 01.2011

Assistant Bar Manager

Novotel Hyderabad International Convention By Accor Group of Hotels
11.2007 - 01.2009

Bachelor of Science - Business Administration

East West College

Bachelor of Science - Bachelors of Hotel Management

Chennai National Collage

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Ravi Kumar Ruttala