Tushar Kapoor

• Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
• Promoted business to increase customer base and grow revenue.
• Grew assets under management through referrals and new business opportunities.
• Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.

• Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
• Recipient of CIBC Momentum Award Q4 F'22 and Purpose award 1000 with exceeding sales target in every quarter
• Regularly chosen to support peers and new hires, led numerous fluency sessions.
• Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
• Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.

• Managed scheduling for staff, monitoring resource allocation to provide optimal coverage and service.
• Planned events and department activities by acquiring venues, developing guest lists and organizing catering services.
• Organized and maintained filing and document management systems by coordinating, archiving and purging files.
• Directed customer communication to appropriate department personnel.

After Successfully completing my four months internship till december in accounting,sales,Human resource and general management department,I was recruited as Assistant Manager- Administration and performed responsibilities as mentioned below

• Prepared month-end closing entries for detailed reporting and recordkeeping.
• Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
• Supplied necessary industry and market research to target new businesses.

• Tackled and addressed top-level, high-priority issues while maintaining professional administrative discretion.
• Created PowerPoint presentations used for business development.
• Streamlined back office services for clients to promote proper functionality and positive user experience.
• Opened, sorted and responded to routine correspondence on behalf of business leaders to facilitate communication and streamline processes.

After completion of more then 2 years of tenure with TAJ Bangalore and successfully scoring 95 % in LQA (Leading quality assurance) surprise Audit for Check IN process, I was promoted to Front office executive to manage an inventory of 190 rooms.

• Created and optimized employee schedules for shift coverage.
• Handled payment processing and provided customers with receipts and proper bills and change.
• Addressed and welcomed large volume of guests to business per day, improving overall customer service and engagement.
• Elevated customer satisfaction ratings by resolving issues for speedy resolution.

• Handled cash transactions, verified credit cards and processed vouchers.
• Answered multi-line phone systems and relayed correspondence to appropriate parties.
• Greeted customers in friendly manner upon entry to facility to promote positive relations.
• Resolved interpersonal conflicts by listening, finding common ground and building relationships.