Venkata Naga Pavan Kumar Taduvai
Scarborough,ON
Summary
Knowledgeable and dedicated customer service professional with extensive experience in Financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Customer Service
Prognosys IT Services
08.2022 - 08.2023
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Conducted regular quality assurance checks on interactions with customers to ensure agents were meeting established guidelines and standards for service excellence.
- Created and maintained detailed database to develop promotional sales.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Processed customer service orders promptly to increase customer satisfaction.
- Tracked customer service cases and updated service software with customer information.
- Recognized for outstanding performance on multiple occasions, reflecting dedication towards providing top-notch support experiences that build brand loyalty and foster customer retention.
Financial Services Representative
CIBC (on Contract)
02.2022 - 07.2022
- Meeting with clients to understand their personal and business priorities, advising them on needed financial solutions.
- Delivered consistent results within compliance guidelines while meeting quarterly sales quotas.
- Conducted market research and analysis to identify investment opportunities.
- Facilitated educational workshops on various financial topics, empowering clients to make informed decisions about their finances.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Providing a forward-looking financial plan to clients.
- Provided personalized support and services to clients including Savings, Certificate of Deposits, Lending, and helping clients to plan for retirement.
- Engaging in marketing and outreach activities to maintain relationship with clients
- Increasing network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
- Handling Credit cards, Personal Deposit accounts, Secured and unsecured Lending, Registered and Non- registered Investments, GICs TFSA and RRSP Mutual Funds.
Relationship Manager - Banking And Distribution
Nippon Life India Asset Management Company
02.2020 - 11.2020
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Ensure effective and smooth relationship with assigned banks in the region for growth in business.
- Responsible for prospecting, selling & managing RMs / Sales persons in banks in the region, who
are also into mutual funds. - Developing business through consultative engagement with Branch managers / Senior RMs /
Regional Heads etc. - Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F
(investment) Products. - Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates
and/or additional opportunities which best service the customer's needs. - Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where
necessary.
Relationship Manager-Investment Products
Motilal Oswal Financial Services
03.2018 - 12.2019
- Handled HNI and Ultra HNI clients.
- Responsible for sales and services for investment products such as Mutual funds, Portfolio management services and Alternative Investment Funds to HNI and Ultra HNI clients.
- Formulating marketing strategies like client seminar to build consumer preferences and drive volumes.
- Provided solutions to customers financial needs and financial objectives such as business expansion, debt management, investment and other financial goals.
- Analyzing and reviewing existing clients’ portfolio and suggest any necessary actions for better performance of portfolio.
- Key products dealt with are Equity stocks, Mutual Funds, Portfolio Management services, Bonds and Alternative investment funds.
Associate Wealth Manager-Retail
ICICI Securities
05.2017 - 01.2018
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Implemented exit strategies for clients to transition out of investments.
- Organized educational seminars for current and prospective clients on topics related to personal finance, investing strategies, and economic outlooks.
- Analyzed existing Clients Portfolio and recommend them stocks.
- Advised clients on their product requirement to maximize their investments.
- Increased overall financial revenue generated from the mapped clients.
Education
GED -
Conestoga College- Financial Technology
Kitchener, ON12.2021
MBA - Finance
Christ Institute of Management
Pune04.2017
Skills
- Customer Service
- Client Relations
- Estimating
- Microsoft Excel
- Strong Interpersonal Skill
- Attention to detail
- Strong Presentation skills
- Negotiation
Languages
English
Full Professional
Telugu
Native or Bilingual
Hindi
Professional Working
Certification
- Canadian Investment Fund Course - Investment Funds Institute of Canada IFIC Program (Issued December 2021)
Timeline
Associate Customer Service
Prognosys IT Services
08.2022 - 08.2023
Financial Services Representative
CIBC (on Contract)
02.2022 - 07.2022
Relationship Manager - Banking And Distribution
Nippon Life India Asset Management Company
02.2020 - 11.2020
Relationship Manager-Investment Products
Motilal Oswal Financial Services
03.2018 - 12.2019
Associate Wealth Manager-Retail
ICICI Securities
05.2017 - 01.2018
GED -
Conestoga College- Financial Technology
MBA - Finance
Christ Institute of Management
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