Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

Rohan Dunn Gupta

Barrie,ON

Summary

Dynamic financial professional with a proven track record at Desjardins, excelling in risk management and customer relations. Adept at implementing compliance strategies and enhancing client engagement through personalized service. Skilled in financial analysis and dispute resolution, driving successful outcomes in high-pressure environments. Passionate about leveraging expertise to foster growth and innovation.

Overview

5
5
years of professional experience

Work History

Advisor Agent

Desjardins
Midland, Ontario
03.2023 - Current
  • Implemented risk mitigation strategies to combat financial crimes, including money laundering.
  • Supervised teller line operations for efficient daily transaction processing.
  • Conducted training and audits regularly to ensure compliance with bank policies.
  • Reviewed client accounts periodically to identify opportunities for plan reassessment.
  • Created promotional materials such as brochures, flyers, and emails to showcase Digital Solutions.

Teller

Desjardins
Midland, Ontario
06.2021 - 03.2023
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Built and maintained client relationships through quality, personalized interactions.
  • Managed and balanced cash vault, audits, and general ledger accounts.

Associate

Nour Private Wealth
Oakville, Ontario
05.2020 - 09.2020
  • Utilized persuasive communication skills to successfully generate leads via cold calling.
  • Identified investment opportunities by monitoring relevant market trends and news updates.
  • Researched market conditions to enhance understanding of emerging investment prospects.

Education

Bachelor of Commerce - Law And Business

Toronto Metropolitan University
Toronto, ON
12-2023

Skills

  • Risk management and compliance
  • Customer relations and account oversight
  • Financial analysis and training strategies
  • Dispute resolution
  • Critical analysis
  • Data entry

Languages

French
Native/ Bilingual

References

References available upon request.

Timeline

Advisor Agent

Desjardins
03.2023 - Current

Teller

Desjardins
06.2021 - 03.2023

Associate

Nour Private Wealth
05.2020 - 09.2020

Bachelor of Commerce - Law And Business

Toronto Metropolitan University

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