Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Resham Kohli

TORONTO,ON

Summary

  • Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
  • Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
  • Demonstrate leadership and problem-solving while being persistent with great negotiating skills.
  • Exceptional ability to understand client relationship and customer service excellence and being able to make clients comfortable by maintaining confidentiality and accuracy to retain and deepen relationships
  • A self-initiator with strong organizational, planning and time management skills. Achieving a productivity target is like winning for me
  • I have a unique way of handling and understanding customers.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Banker

Bank of montreal
Toronto, FCP, ON
10.2023 - 01.2024
  • Analyzed high net worth client's financial data to determine eligibility for lending qualifications and programs.
  • Generated $25+ million in annual originations in residential lending including refinance, purchases and residential construction lending.
  • Provided support during the underwriting process by collecting additional documentation for traditional and complex lending applications.
  • Developed and maintained relationships with customers, real estate agents, and other professionals in the industry, to improve business.
  • Provided financial advice and guidance to clients regarding investments, retirement planning, taxes, insurance, estate planning, college savings plans, and other areas of personal finance.
  • Generated high sales revenue consistently with new and existing clients through efficient and dedicated service.

Personal Banker

Bank of Motreal
08.2021 - 10.2023
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
  • Provided advice on tax-advantaged investment opportunities, and educating clients on banking products.
  • Reviewed existing accounts for accuracy of information and compliance with regulations.
  • Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
  • Analyzed customer's financial situations to determine the best options for meeting their needs.
  • Assisted clients with refinances, purchases, secured line of credit, and other home financing products.

Brand Associate

Banana Republic
11.2019 - 11.2021
  • Experienced cashier, dealt with customer queries, returns and purchases
  • Explaining and informing customers about the current promotions going on, and making sales
  • Understanding the customer’s taste and preferences are and showing them things which they might like.
  • Leading the entire group when the shipments arrives, making sure everything works smoothly and quickly, taking responsibility for back stocks and stock checks also
  • Assisting the customers in the fitting area, rendering to their services, by doing stock check and floor checks and styling their whole outfit.
  • Met and exceeded goals for high-volume personal sales through clientele development and product knowledge.
  • Training new employees in all their assigned tasks as well

Education

Post-Baccaleurate Diploma - Financial Services Compliance Administration

Seneca College of Applied Arts And Technology
North York, ON
05-2021

Post-Baccaleurate Diploma - Financial Planning

Seneca College of Applied Arts And Technology
North York, ON
05-2020

B.com Honors - Finance

Delhi University
New Delhi, India
06-2018

Skills

  • Relationship Management
  • Loan terms explanation
  • Income & Employment Verification
  • File documentation
  • Portfolio Management
  • Relationship selling
  • Marketing expertise
  • Goal-Oriented
  • Business Planning
  • Wealth Management

Accomplishments

  • Quarterly spotlight award in F2023
  • Awarded top performer in townhall for downtown Toronto market in these categories: personal banking, business banking, insurance, investments and lending

Certification

  • CSC Course Level 1+2
  • CFP Level 1

Timeline

Senior Banker

Bank of montreal
10.2023 - 01.2024

Personal Banker

Bank of Motreal
08.2021 - 10.2023

Brand Associate

Banana Republic
11.2019 - 11.2021

Post-Baccaleurate Diploma - Financial Services Compliance Administration

Seneca College of Applied Arts And Technology

Post-Baccaleurate Diploma - Financial Planning

Seneca College of Applied Arts And Technology

B.com Honors - Finance

Delhi University

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Resham Kohli