TARUN DHINGRA
Calgary,AB
Summary
Financial Service Representative with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. Post graduate diploma in Business Management and a Bachelor of Commerce in Business management. 4 years of Sales and Customer Service experience in the Canadian Banking Industry and food industry engaging with clients all over Greater Toronto Area. Result-driven Highly motivated Financial Service Representative educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Service Representative
Canadian Imperial Bank Of Commerce (CIBC)
06.2022 - Current
- Engaged with personal and non-personal clients by proposing solutions to address financial objectives such as business expansion, debt management, mutual funds, investment and other financial goals
- Engaged with clients to understand their priorities and provide four quadrant financial planning to clients and help branch exceed annual targets.
- Rewarded with Net Promoter Score of 101.5% in 2023 by clients, for successfully providing four quadrant planning to help them make their ambitions a reality;
- Won monthly community campaigns by deepening client relationships to help them achieve their financial goals.
Client Advisor
Royal Bank Of Canada (RBC)
10.2021 - 05.2022
- Processed daily client transactions, including deposits, withdrawals, money transfers, loan payments, and selling cashier’s checks
- Actively assist clients with full range of financial transactions and resolve client banking problems
- Cultivate and maintain relationships with partners to spot opportunities for added advice and personally fulfill client requirements and provide solutions
- Listen and engage clients in conversation to understand their individual present and future needs and offer opportunities for making most of business referrals
Overnight Fulfillment Associate
Walmart
11.2019 - 06.2020
- Prepared and organized envelopes, packages, containers, pallets with correct merchandise counts and reviewed daily queue report to confirm all orders were processed within shipping system as scheduled.
- Maintained compliance with company safety policies and called violations to attention of management.
- Promoted warehouse safety by reporting or resolving safety hazards and observing OSHA guidelines.
Deli Sales Associate
Safeway
05.2019 - 04.2020
- Carefully prepared orders by slicing, weighing and packaging cheeses and meats and accurately calculated prices
- Maintained clean, trash-free workspaces to maximize productivity and safety
- Restocked and organized merchandise in front lanes and helped customers complete purchases, locate items and join reward programs
Education
Business Management Post Degree Diploma - Accounting And Business
Northern Lights College
Dawson Creek, BC04.2021
Bachelor of Commerce - Accounting And Business MGT - Accounting, Finance, And Business
Shree Atam Vallabh Jain College
Punjab, India07.2018
Skills
- Relationship Management
- Credit solutions
- Investment planning and Mutual funds
- Financial Decision-Making Skills
- Communication Skills
- Effective organizational skills
- Customer Service
- Teamworking and interpersonal skills
Certification
Investment Funds in Canada - Mutual Funds and Investments
Multi-Lingual
English, Hindi and Punjabi
REFERENCE
Available on request
Timeline
Financial Service Representative
Canadian Imperial Bank Of Commerce (CIBC)
06.2022 - Current
Client Advisor
Royal Bank Of Canada (RBC)
10.2021 - 05.2022
Overnight Fulfillment Associate
Walmart
11.2019 - 06.2020
Deli Sales Associate
Safeway
05.2019 - 04.2020
Business Management Post Degree Diploma - Accounting And Business
Northern Lights College
Bachelor of Commerce - Accounting And Business MGT - Accounting, Finance, And Business
Shree Atam Vallabh Jain College
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