Tanmay Trivedi

.

• Proactively uncover opportunities to match customer needs through effective communication and probing skills to help guide clients to available products and services offered by Direct Investing
• Buy and sell stocks, bonds, options, foreign currencies and other securities at stock exchanges for clients
• Provide helpful and engaging, knowledgeable, accurate, responsive, and professional trading services to clients, including prompt and courteous completion of trade instructions via telephone or electronic trade instructions, all within regulatory requirements and guidelines.
• Accurately execute client instructions within defined authorities and ensure clients have the means to meet trade settlement obligations.
• Work within specified performance metrics for all client communications (verbal or written).
• Actively promote the capability and functionality of the RBC Direct Investing website and mobile capabilities, proactively identifying self-service opportunities for clients.
• Margin callout's and assisting clients in voluntary corporate action related inquiries.
• Process journal request, in-kind contributions and withdrawals.

• General queries regarding banking products and services.
• Identifies customer needs and initiates Payments Supports upon customer request
• Handle inbound and outbound calls in a high-volume, fast-paced environment.
• Updating customer profile and making sure the latest information is present on the file after each call to meet the
• KYC requirements.
• Resolving customer complaints and bring an optimal solution for the queries.
• Have meaningful conversations with customers to understand a customer's needs and offer them the best programs to make the most suitable financial recovery.
• Quickly Identify and solve problems on the spot quickly with ways to provide exceptional service to address account inquiries.
• Plan and execute customer satisfaction campaigns to ensure the maintenance of quality customer service.

• Attended continuing education courses and workshops to gain additional insurance industry knowledge.
• Maintained high standards of customer service by building relationships with clients.
• Promoted products and services using upselling and other sales strategies.
• Enhanced client understanding and satisfaction with detailed explanations of policy features and benefits.
• Crafted clear, informative reports to explain life insurance policy features and benefits.
• Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
• Enhanced client loyalty and referrals by resolving policy issues and claims swiftly.
• Assisted clients in navigating complex claims processes, ensuring timely payouts and minimal stress during difficult times.
• Increased sales of life insurance products through tactical customer outreach.

• Analyzing client information and determining client status under the tax file.
• Cross verifying the tax forms and classifying information collected into different subheads.
• Filling tax returns for expatriates Calculate tax owed or refunds for the client Calculating the tax credits for which the client may be eligible for the foreign income they earned by checking tax treaties of different countries.
• Contacting the client to cross-verify the documents submitted for tax purposes Requesting further documents and information from clients for the completion of tax returns .