SALONI RAJPUROHIT
Calgary,AB
Summary
Dynamic Financial Advisor with Scotiabank, excelling in client relationship management and delivering tailored financial solutions. Proven track record of exceeding sales targets while fostering strong client connections. Adept at problem-solving and regulatory compliance, ensuring clients achieve their financial goals through informed decision-making and expert guidance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
Calgary, Alberta
07.2022 - Current
- Provide expert financial advice to clients, focusing on financial planning, retirement strategies, and investment guidance, while referring clients to Wealth Advisors for specialized services.
- Conduct comprehensive assessments of clients' financial situations, and offer tailored recommendations, ensuring they are connected with appropriate financial products and services.
- Build and maintain strong, long-term relationships with clients, offering consistent support and guidance to help them achieve their financial objectives.
- Educate clients on market trends, risk management strategies, and the broad range of financial products available, empowering them to make informed decisions.
- Collaborate with internal teams to ensure clients are connected with the right financial services and products to meet their needs.
- Consistently meet or exceed sales targets by recommending relevant banking products and services that align with clients' financial goals.
Customer Service Representative
Scotiabank
Regina, SK
08.2019 - 07.2022
- Delivered exceptional customer service by assisting clients with inquiries, transactions, and providing support on various banking products and services.
- Handled complex customer issues and resolved them in a timely and efficient manner, ensuring high levels of customer satisfaction and retention.
- Promoted and cross-sold banking products and services, such as credit cards, loans, and insurance, by identifying client needs and offering tailored solutions.
- Processed client transactions, account openings, and maintained accurate records in compliance with bank policies and regulations.
- Collaborated with team members to maintain operational efficiency, contributing to the overall success of the branch, and meeting key performance metrics.
Education
Masters - Commerce
Jain Collage
01.2018
Bachelors - Commerce
Jain Collage
01.2016
Skills
- Customer relationship management
- Regulatory compliance
- Team collaboration
- Effective communication
- Problem solving
- Attention to detail
- Client relations
- Customer service
- Problem-solving
Previous Work Experience
- Sales Associate, Carter's Oshkosh
- Accounting Associate, Royal Fashion
Volunteer Experience
- Regina Multicultural Association
- India Canada Association
- Regina Cancer Society
Certification
Canadian Investment Funds Course, IFSE Institute
Registered Financial and Retirement Advisor( Part 1)
Languages
English
Native/ Bilingual
Hindi
Native/ Bilingual
References
References available upon request.
Timeline
Financial Advisor
Scotiabank
07.2022 - Current
Customer Service Representative
Scotiabank
08.2019 - 07.2022
Masters - Commerce
Jain Collage
Bachelors - Commerce
Jain Collage
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