Summary
Overview
Work History
Education
Skills
Timeline
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Rohan Nankani

Mississauga,Canada

Summary

Driven finance professional with over 3 years of experience in financial services, account management, and client relations. A CFA Level III candidate with strong analytical, communication, and problem-solving skills. Proven track record of exceeding performance targets and delivering tailored financial solutions. Passionate about pursuing a career in investment advisory and portfolio management, with a commitment to providing high-quality service and fostering long-term client relationships.

Overview

5
5
years of professional experience

Work History

Solutions Specialist

CIBC/Simplii Financial
11.2021 - Current
  • Analyzed clients’ financial situations to provide tailored banking solutions that align with clients' financial goals.
  • Conducted in-depth financial analysis to determine lending eligibility and provided expert advice on lending products, including personal loans, lines of credit, and mortgages, ensuring clients made informed decisions and enhancing the overall onboarding experience.
  • Assessed clients’ short-term and long-term financial goals, recommending appropriate investment products to align with their financial objectives.
  • Collaborated with cross-functional teams to enhance the delivery of financial products and services, improving customer satisfaction.
  • Consistently exceeded performance targets, achieving 150% of the annual targets for the fiscal year 2023, recognized as one of the top performers in the company.
  • Fostered long-term relationships with clients through consistent follow-ups and proactive financial guidance, driving retention and growth.

Personal Banking Representative

CIBC/Simplii Financial
06.2021 - 10.2021
  • Assisted clients in managing personal banking needs, including account management, transaction disputes, and product inquiries.
  • Conducted consultations to assess individual financial needs and provided tailored recommendations to enhance their financial health.
  • Proactively identified opportunities for cross-selling products, including credit cards, investment products, and savings accounts.
  • Handled high-volume client interactions in a fast-paced environment, ensuring quick and effective resolution of issues and inquiries.
  • Achieved 100% client satisfaction rate within the first two weeks by providing timely and personalized customer service.
  • Promoted to Solutions Specialist within four months due to outstanding performance and surpassing key performance indicators.

Student Caller

University of Toronto
05.2019 - 08.2019
  • Led fundraising campaigns for various university projects, including building renovations, research funds, and faculty initiatives.
  • Developed persuasive sales pitches and communicated effectively with alumni and corporate sponsors, securing financial support.
  • Organized and attended special events to foster relationships with potential donors, expanding university’s donor network.
  • Reached financial targets by building strong relationships with alumni and securing corporate sponsorships for key projects.

Education

CFA Institute

Associate of Science - Economics And Statistics

University of Toronto
Toronto, ON
06.2020

Skills

  • Financial Analysis
  • Account & Client Relationship Management
  • Financial Services
  • Analytical and Critical Thinking
  • Effective Problem Solving
  • Strong Interpersonal and Communication Skills

Timeline

Solutions Specialist

CIBC/Simplii Financial
11.2021 - Current

Personal Banking Representative

CIBC/Simplii Financial
06.2021 - 10.2021

Student Caller

University of Toronto
05.2019 - 08.2019

CFA Institute

Associate of Science - Economics And Statistics

University of Toronto

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Rohan Nankani