SAKSHI HINDUJA

• Proactively engage with RBC clients through various communication channels to deliver an outstanding customer service experience, making every client interaction an exceptional one
• Focus on helping clients when they need us most, by responding empathetically to a variety of questions, assisting with a myriad of banking solutions and resolving client concerns at first point of contact
• Contribute to team results by supporting all colleagues to be successful in meeting client needs
• Cultivate and maintain relationships with partners to work as one RBC team
• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests
• Educate and assist clients with using RBC digital capabilities

• Work in frontend Sales, Selling home and auto insurance to clients
• Responsible for achieving sales quotes and call targets and maintain specified minimum productivity and quality standards Demonstrated superior work ethic, self-motivation and the ability to work independently.
• Develop client relationships and create industry expertise to solve pain points and win business
• Contribute to environment of continuous improvement that assesses workflow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the department.
• Covered areas like Account set-up,address changes, policy cancellation & updates.

• Trained working collaboratively and ability to work independently strict deadlines, with an acute attention to detail and output orientation
• · Assist in building and maintaining financial statements. · Verifying transactions are accurate resolve discrepancies. . Structure, compile, and draft presentation of confidential information
• .Flexibility in work schedule to meet deadlines and ability to work well with multiple deadlines will maintaining attention to detail .Be a flexible team player, able to take on several projects simultaneously as needed. ·
• Assisting in accounting functions including updating the general ledger, writing reports, profit and loss (P&L) and account reconciliations monthly reconciliation of banking and credit card accounts, expense reports, accounts receivable and accounts payable · Assist senior staff in due diligence, CRA audits and business plans

• Assisted clients with their credit and loan files and provided extended sales support in granting them personal loan
• Investigated, researched, and analyzed documentation of loan applicants' financial status, references, credit, and ability to repay the loan based on their debt-to-income ratio
• Strong oral, written and communication skills must be able to communicate clearly and effectively with various levels of staff, including senior management, along with being an effective listener.
• Must have a positive and collaborative approach to teamwork.
• Proven analytical and problem-solving skills. Well-developed organizational skills with the ability to prioritize, perform multiple tasks, deal with interruptions and meet deadlines.
• Proficiency in Microsoft Word and Excel.

• Complete daily processing which includes welcoming customers, answering their questions, helping them locate items demonstrating strong customer service skills
• Accepting client cash, ensuring all prices and quantities are accurate and proving a receipt to every customer.
• Ability to quickly adapt to change

·.Perform analysis of client's portfolio and suggest investment to client

· Provide analytical support in client's portfolio designing & strategizing return on investment objectives

· Work with our trading platform & client’s order and assist them with their MF orders.

. Experience required in working in an investment trading environment

. Support and manage the trade and operations request of client's Mutual funds investment.

. Good understanding of existing client on-boarding and maintenance rules, regulations and processes