Summary
Overview
Work History
Education
Skills
Timeline
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Suraj Acharya

Client Advisor
Brampton,ON

Summary

Professional Summary Client-focused and results-oriented Client Advisor with extensive experience in financial services, customer relationship management, and compliance. Demonstrated success in exceeding sales targets, delivering personalized banking solutions, and enhancing client satisfaction. Proficient in financial advising, risk assessment, and regulatory compliance. Recognized for fostering trust, driving client retention, and achieving high performance in dynamic banking environments.

Overview

7
7
years of professional experience
3
3
years of post-secondary education

Work History

Client Advisor

Royal Bank of Canada, RBC
09.2022 - Current

Client Advisor – RBC Royal Bank, Mississauga, ON | September 2022 – Present
• Provide expert advice on personal banking, lending, and investment solutions to meet client goals.
• Consistently exceed monthly sales targets through effective cross-selling and relationship management.
• Maintain compliance with AML/BSA regulations and audit protocols, ensuring operational integrity.
• Manage client portfolios, complete daily logs, and track business growth performance.
• Support branch marketing campaigns to drive new account acquisition and brand awareness.
• Deliver superior customer experiences by actively listening and providing tailored solutions

Sales Representative

Glentle
08.2021 - 09.2022
  • Developed strong customer relationships through effective communication and personalized service.
  • Identified client needs and provided tailored solutions to drive product sales.
  • Assisted customers in selecting mobile devices, plans, and accessories tailored to their needs and
    preferences.
  • Demonstrated exceptional product knowledge, providing detailed information on specifications, features,
    and pricing.
  • Effectively handled customer inquiries, resolved issues, and processed returns and exchanges.
  • Contributed to visual merchandising efforts to create an attractive and engaging store environment.
  • Actively participated in team meetings and training sessions to stay informed about product updates and
    sales techniques.

Customer Service Representative

Machhapuchre Bank
03.2019 - 03.2020
  • Processed deposits, withdrawals, and loan payments with accuracy and efficiency.
  • Assisted customers in account openings, loan applications, and digital banking services.
  • Executed fund transfers, stop payments, and account updates while ensuring compliance.
  • Educated clients on digital platforms, improving mobile banking adoption.
  • Strengthened customer relationships through professional communication and service.
  • Achieved over 80% customer satisfaction through prompt issue resolution.

Education

MBA - Management

Boston International College
Bharatpur, Nepal
01.2018 - 12.2020

Skills

  • Core Banking Skills
  • Personal & Retail Banking Services
  • Financial Needs Assessment
  • Investment & Lending Solutions
  • Client Relationship Management
  • Regulatory Compliance (AML/BSA)
  • Cash Handling & Transaction Accuracy
  • Cross-Selling & Business Development
  • Risk Evaluation & Credit Analysis
  • Portfolio Management & Tracking
  • Customer Experience Excellence
  • Sales Target Achievement
  • Marketing & Brand Promotion
  • Digital Banking Solutions
  • Strategic Communication
  • Time & Priority Management

Timeline

Client Advisor

Royal Bank of Canada, RBC
09.2022 - Current

Sales Representative

Glentle
08.2021 - 09.2022

Customer Service Representative

Machhapuchre Bank
03.2019 - 03.2020

MBA - Management

Boston International College
01.2018 - 12.2020
Suraj AcharyaClient Advisor