Soham Soni
Brampton
Summary
Customer engagement specialist with expertise in sales, lead generation, and building relationships with clients. A success in delivering exceptional support to satisfy the expectations of customers. showing a desire to become more knowledgeable, to go above and above, and to be an expert in the respective fields.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Service Representatives
CIBC
07.2023 - Current
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Customized investment portfolios based on client risk tolerance and financial goals, optimizing asset allocation.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
Banking advisor
RBC Bank
09.2022 - 06.2023
- As a Banking advisor I have a deep understanding of financial products and services which I offer to clients to meet their financial goals
- Educated clients on various financial matters and provided professional recommendation on investment opportunities, selected credit cards, and services based on client’s individual needs
- Proven track record of building strong relationships with clients and achieving targets for providing combined solutions week by week and closing deals by opening New accounts
- Actively listen and engage clients in conversation to further understand their individual needs
- Strong communication skills, including the ability to clearly explain complex financial terms to clients in a way that is easy to understand
- Proactively take ownership of resolving and preventing client banking problems
Sales Representative
Rogers Communications
06.2022 - 09.2022
- Welcoming customers at the airport and assisting them in selecting the best network plans keeping their needs in priority
- Consistently exceeding sales targets by improving communication skills, building relationship with clients
- Having in-depth knowledge of products and services rogers offers including their features, benefits and pricing
- Solicited, coordinated and scheduled community events to promote brand and Products
- Resolved consumer enquiries, concerns, and difficulties by implementing problem-solving approaches
Education
Post Graduate Certificate Program - Financial Planning
Centennial College
Toronto, ON08.2022
Skills
- Client Service
- Digital Literacy
- Financial products
- Goal planning
- Customer relationship building
- Outbound calls
- Regulatory compliance
- Result oriented
Languages
English
Hindi
Certification
- CSC, Canadian Securities Institute, 08/01/22
- LLQP, The Investment Funds Institute of Canada, 04/01/22
Timeline
Financial Service Representatives
CIBC
07.2023 - Current
Banking advisor
RBC Bank
09.2022 - 06.2023
Sales Representative
Rogers Communications
06.2022 - 09.2022
Post Graduate Certificate Program - Financial Planning
Centennial College
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