Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
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SANJANA SANJANA

Toronto,ON

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, Financial planning and investment.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Digital Banking Advisor

Royal Bank Of Canada, RBC
06.2022 - Current
  • Opening bank accounts, applying for various lending products and advising clients on investments.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Client Advisor

Royal Bank Of Canada, RBC
10.2021 - 06.2022
  • Informed and suggested new banking products to customers.
  • Assisted customers in depositing and withdrawing cash.
  • Assessed client's viability for financial services and facilitated closings and referrals.
  • Completed daily logs, tracked data and managed clients' book of business.
  • Adhered to AML/BSA requirements, audit procedures and other regulated banking activity.

Marketing Team Leader

Kognitive Marketing
04.2019 - 09.2021
  • Improved product marketing objectives by constructing communication initiatives and branding strategies to increase client outreach.
  • Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
  • Researched industry and marketplace trends to develop marketing solutions and enhance business operations.
  • Consulted with product development teams to enhance products based on customer interest data.

Education

GED -

Seneca College of Applied Arts And Technology
North York, ON
04.2019

Skills

  • Student Development
  • Presentations and Public Speaking
  • Academic Counseling
  • Career Planning
  • Financial analysis
  • Market research
  • Adaptability
  • Sales strategy
  • Time management
  • Decision making
  • Problem solving
  • Effective communication
  • Administration Required Reporting

Accomplishments

Awarded an One RBC excellence as a team

Won in referral campaign in RBC

Certified as No. 1 Team leader

Organized events and presentations


Languages

English
Full Professional
Hindi
Full Professional
Punjabi
Native or Bilingual

Certification

IFIC - Investment Funds in canada.

Data entry Certified

Microsoft excel



Timeline

Digital Banking Advisor

Royal Bank Of Canada, RBC
06.2022 - Current

Client Advisor

Royal Bank Of Canada, RBC
10.2021 - 06.2022

Marketing Team Leader

Kognitive Marketing
04.2019 - 09.2021

GED -

Seneca College of Applied Arts And Technology

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