Vaibhav Dua
Burnaby,Canada
Summary
Enthusiastic learner with more than five years of experience in sales, marketing, customer service, and operations. Experienced entrepreneur with business in poultry industry (Health products and vaccines). MBA graduate in finance from University Canada West. Currently working as a Banking Advisor at Royal bank of Canada.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Banking Advisor 2
Royal Bank of Canada
Vancouver, Canada
04.2024 - Current
- Received RBC's 2024 Q3 top performer recognition with exemplary sales numbers and customer service.
- Recipient of the 2024 RBC Leadership Model Award.
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities.
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business.
- Actively listen and engage clients in conversation to further understand their individual needs.
- Proactively take ownership of resolving and preventing client banking problems.
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
- Developed and implemented financial plans for customers to help them reach their short-term and long-term goals.
- Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
Premium Banker
HSBC
Vancouver, Canada
11.2022 - 03.2024
- HSBC's 2023 Q4 Quarterly Lion Award recipient.
- Build and maintain positive relationships with clients by providing efficient and professional customer service.
- Develop existing customer relationships through active management of portfolios, ensuring solutions continually meet customers' needs.
- Attract new customers through referrals, promoting products and service offerings that match their financial needs.
- Support banking transactions and handle cash, as required, and sponsor digital engagement, where appropriate.
- Align with HSBC's governing regulations and procedures.
- Safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning.
- Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences.
Personal Banker
HSBC
Vancouver, Canada
01.2022 - 10.2022
- Demonstrate sound understanding of the bank's products and services; articulating these to the customer in an engaging and confident manner
- Effectively question and listen to customers to enable full understanding of both new & existing customer's financial circumstances and needs
- Proactively drive referrals to both Premier and Wealth colleagues and Branch Specialists to ensure that the customer is provided with the best possible advice
- Demonstrate a comprehensive knowledge of the Bank's full range of products & services to enable you to connect your customers with other colleagues who can support their entire life journey
- Help customers to understand how they can flexibly use HSBC services through Internet Banking, phone Banking & Self-service points, to meet their varying needs
- Be proactive in building & developing a customer base through the use of Customer Contact Lists, referrals & walk-ins
Restaurant Supervisor
A&W Restaurants, Inc.
Vancouver, Canada
02.2020 - 12.2022
- Managed general administration budgets, including issuing purchasing orders and timely processed invoices to ensure the payments are issued on time to build goodwill with vendors
- Prepared weekly schedules and payrolls
- Provided leadership, support motivation and development to the team to ensure consistent, high quality guest service standards
- Maintained efficient and accurate inventory of supplies and weekly reconciliation of physical stock in the system
- Supervised the daily front and back operations of the restaurant so that the safety norms are followed all the time
- Investigated and performed health checks on entry of staff in order to ensure that customers and staff both are safe and also Reporting and writing shift end reports to store manager
Shift Lead
A&W Restaurants, Inc.
Burnaby, Canada
01.2019 - 01.2020
- Manage the whole shift and make sure that sales and operations run smoothly
- Respond to customer inquiries and complaints to improve customer experience
- Balance drawers and accounts at end of shift
Brand Representative
Hollister Co.
Vancouver, Canada
10.2019 - 04.2022
- Achieved upmost customer satisfaction through excellent service: creating welcoming environment for the customers, introducing promotions and cross-selling products
- Working part time sales associate in order to achieve more experience in customer service
- Managed financial transactions based on POS (point of sales) guidelines
- Provide an organized and safe shopping environment for customers
- Maintain store standards per visual presentation assessment direction to enhance customer shopping experience
Marketing Manager
Hitech marketing
, India
09.2017 - 08.2018
- Company Overview: Hitech Marketing is animal health company, which delivers quality medicines and vaccines, supporting the veterinarians and poultry producers in North India for over 30 years
- Managing sales and marketing for poultry medicines, vaccine equipment for north zone
- Assisting customers with day to day queries and maintaining outstanding store conditions
- Delivering sales, outstanding customer experience, and operational expectations
- Hitech Marketing is animal health company, which delivers quality medicines and vaccines, supporting the veterinarians and poultry producers in North India for over 30 years
Sales Supervisor
Paul distributors
, India
09.2014 - 08.2017
- Company Overview: PD is a leading manufacturer and distributor of animal health products, having its footprints in more than 25 provinces in India and has international presence in Singapore
- Effectively communicating current promotions and offers and negotiating with dealers
- Core member of management team for poultry division, responsible for sales projections and forecasting
- Staying up-to-date with product knowledge, company information and achieving sales targets
- Responsible for imports and building strong relationships with clients
- PD is a leading manufacturer and distributor of animal health products, having its footprints in more than 25 provinces in India and has international presence in Singapore
Education
MBA - Business Administration and Management, finance focused
University Canada West
Vancouver, BC12-2019
Bachelor of Commerce - BCom - Business/Commerce, General
Panjab University
CHANDIGARH, INDIA 04-2016
Skills
- Team Leadership
- Customer Relationship Management (CRM)
- Investment strategies
- Relationship building and management
- Financial Advising
- Sales and Marketing
Websites
Certification
- Food handler certification
- IFIC mutual funds certified
- Emergency first aid for industry (OFA)
Accomplishments
- HSBC Quarterly Lion Award
- RBC 2024 Q3 Top Performer
- 2024 RBC Leadership Model Award
References
References available upon request.
Timeline
Banking Advisor 2
Royal Bank of Canada
04.2024 - Current
Premium Banker
HSBC
11.2022 - 03.2024
Personal Banker
HSBC
01.2022 - 10.2022
Restaurant Supervisor
A&W Restaurants, Inc.
02.2020 - 12.2022
Brand Representative
Hollister Co.
10.2019 - 04.2022
Shift Lead
A&W Restaurants, Inc.
01.2019 - 01.2020
Marketing Manager
Hitech marketing
09.2017 - 08.2018
Sales Supervisor
Paul distributors
09.2014 - 08.2017
MBA - Business Administration and Management, finance focused
University Canada West
Bachelor of Commerce - BCom - Business/Commerce, General
Panjab University
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