Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rohit Dhall

Edmonton,AB

Summary

Highly-motivated Banking professional with 9+ Years of Experience desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Security Officer

COMMISSIONAIRES
Edmonton
05.2023 - Current
  • Conducted regular security patrols of the facility grounds, parking lots, and perimeter areas.
  • Monitored surveillance cameras and responded to suspicious activity.
  • Performed first aid and CPR when necessary during emergency situations.
  • Prepared detailed reports regarding daily activities, unusual occurrences, maintenance issues.
  • Adhered to post orders while maintaining a visible presence around the property.

Guest Service Attendant

PETRO CANADA
Edmonton
08.2022 - 04.2023
  • Greeted customers, provided excellent customer service, and answered questions regarding services or products.
  • Assisted customers with pump operations, car wash functions, and other gas station activities.
  • Performed cashier duties such as taking payments for fuel purchases and managing the cash drawer.
  • Stocked shelves with merchandise including food items, beverages, cigarettes, lottery tickets and other convenience store items.
  • Resolved customer complaints in a professional manner through effective communication skills.

Customer Service Manager

AU BANK
Ludhiana
08.2017 - 07.2022
  • Reviewed and processed customer deposits, withdrawals, loan payments, and transfers.
  • Prepared daily reports to track banking transactions and account balances.
  • Performed reconciliations between bank accounts and internal accounting systems.
  • Provided customer service support for banking inquiries via telephone or email.
  • Checked customers' identification when necessary in compliance with anti-money laundering regulations.
  • Adhered to all applicable laws, regulations, policies, and procedures relating to financial services.

Personal Banker

HDFC BANK LIMITED
Ludhiana
11.2015 - 08.2017
  • Responsible for relationship management for a portfolio of customers
  • Responsible for Cross Sell, enhancing relationship with existing customers, Customer service to walk in customers
  • Selling of Investment products like Mutual Fund, Insurance & Current accounts.
  • Developed and implemented financial plans for customers to help them reach their short-term and long-term goals.
  • Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
  • Conducted regular reviews with clients to discuss progress towards achieving their objectives.
  • Managed client portfolios by monitoring performance and making recommendations based on market conditions and individual circumstances.
  • Handled customer inquiries in a timely manner while providing accurate information about banking services and products.
  • Generated sales leads through networking activities such as attending events or contacting potential customers.

Auto Loans Manager

Sundaram Finance Ltd
Ludhiana
05.2013 - 10.2015
  • Reviewed customer applications for auto loan products and verified creditworthiness.
  • Performed risk assessment on potential borrowers to ensure compliance with underwriting guidelines.
  • Negotiated terms of loans with customers, including interest rates, repayment schedules, and other conditions.
  • Developed strategies to increase loan volume and generate new business opportunities.
  • Monitored current loans for delinquency or default status.

Education

MBA (Marketing) - Marketing

Punjab College of Technical Education, Ludhiana
INDIA
01.2013

B.Sc. (IT) -

Punjab Technical University, Jalandhar
01.2010

Class XII -

Punjab State Board of Technical Education, Chandigarh
01.2007

Class X -

CBSE
01.2004

Skills

  • Portfolio Management
  • Investment strategies
  • Financial Planning
  • Cash Handling
  • Investment advice
  • Cash Management

Certification

CERTIFIED IN CIFC ( CANADIAN INVESTMENT FUND COURSE )

Timeline

Security Officer

COMMISSIONAIRES
05.2023 - Current

Guest Service Attendant

PETRO CANADA
08.2022 - 04.2023

Customer Service Manager

AU BANK
08.2017 - 07.2022

Personal Banker

HDFC BANK LIMITED
11.2015 - 08.2017

Auto Loans Manager

Sundaram Finance Ltd
05.2013 - 10.2015

MBA (Marketing) - Marketing

Punjab College of Technical Education, Ludhiana

B.Sc. (IT) -

Punjab Technical University, Jalandhar

Class XII -

Punjab State Board of Technical Education, Chandigarh

Class X -

CBSE
Rohit Dhall