Shiv Purohit
Edmonton,AB
Summary
Meticulous Client Advisor with expertise in financial management and client counselling. Introducing clients to relevant partners and educating them on available tools, ensuring exceptional customer service. Accountable advisor, continuously striving to help clients make informed decisions. Strong history of fostering trust with clients and business partners.
Overview
7
7
years of professional experience
Work History
Client Advisor
Royal Bank of Canada
Edmonton, AB
04.2017 - Current
- Assessing customer needs and providing appropriate financial advice while proactively investigating and solving banking problems
- Effectively managing risks by following compliance routines, processes, and controls to protect clients and the organization while completing transactions
- Engaging with clients and Identifying opportunities to cross-sell products and services to customers
- Contributing to team results by introducing clients to the appropriate partners within my branch network, exceeding referral targets
- Working with mentors periodically to review existing referrals to identify potential gaps or further opportunities.
- Excellent knowledge of computer software, document and file management, ensuring compliance and organization
- Assisting clients with online account openings and ensuring all requirements are always met
- Communicating with clients in a way that is convenient and comfortable for them (verbally, by email or by phone)
- Staying up-to-date about changes in the industry that may impact business operations
Education
Bachelor of Business Administration - Finance Emphasis
Northern Alberta Institute of Technology
Edmonton, ABApplied Financial Services Certificate -
Northern Alberta Institute of Technology
04.2017
Skills
- Managing my time to fit organizational goals
- Excellent listening skills to uncover client needs and wants
- Service-oriented mindset with rapport-building conversations
- Poised under pressure
- Staff training & coaching
- Quality assurance in advice promotion
- Solid written & Verbal communication
- Compliance Requirements
- Problem Resolution
- Fluent in English, Hindi and Punjabi
Timeline
Client Advisor
Royal Bank of Canada
04.2017 - Current
Bachelor of Business Administration - Finance Emphasis
Northern Alberta Institute of Technology
Applied Financial Services Certificate -
Northern Alberta Institute of Technology
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