Vikas Rana

Work History

Banking Advisor

Royal Bank of Canada

07.2022 - Current

Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
Evaluated risk and demand deposit balances of each account to properly price loans to meet profitability standards.
Worked with customers to procure updated financial information on continuous basis.
Extended and sustained relationships with customers to maintain and grow business.
Worked with clients to support understanding of rationale and details of financial strategies.
Performed due diligence and valuation processes.
Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.

Financial Services Representative

Primerica

02.2019 - 05.2021

Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Worked with clients to provide competitive commercial banking solutions and retail financing plans.
Documented customer interactions and relationships using CRM systems.
Corresponded with customers and conferred with coworkers to answer inquiries, discuss market fluctuations or resolve account problems.
Met with members to understand goals and recommend solutions to fit specific needs.
Networked to identify potential new clients and expand geographic territories.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Read financial publications to remain informed about trends affecting market conditions.
Maintained regular contact with clients to inform about transactions and performance.
Educated and worked with clients on ROI terms to find accurate solutions.
Provided clients with price quotes on securities and insurances.
Compiled and analyzed data to determine approaches to improve sales and performance.
Monitored portfolio performance using online tools such as morningstar.
Developed advanced product knowledge to share current information while generating and delivering products quotes.
Generated leads from customer referrals, industry trade shows and online sources.
Discussed financial options with clients and provided informed suggestions.
Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
Drove sales by following up with leads and new customers through outbound calls.
Presented financial plans to clients based on analysis of financial status and goals.
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Gathered customer information and maintained it in CRM database.
Identified customer financial service needs to prepare proposals and sell services.
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
Fostered positive business relationships to promote continued interest in company products and services.
Worked with different fund companies like AGF and Fidelity to present products to our clients.
Offered complete Financial Need Analysis to understand customers' present situation and guided them with proper solutions.

Security Site Supervisor

First Service Residential

09.2018 - 05.2021

Managed more than 1000 units in three high-rise residential condominium buildings.
Advised security team and conducted investigations of significant threats and loss or misappropriation of assets.
Conducted frequent security audits to identify potential problems related to physical security, staff safety and asset protection.
Recorded incident reports with detailed accounts of occurrences.
Oversaw team of security officers and managed scheduling and performance evaluations.
Secured entrances and exits by maintaining physical presence and carefully monitoring CCTV.
Enforced security policies and removed violators and unauthorized individuals from premises to maintain safe environment.
Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
Inspected and adjusted security systems, equipment and machinery to maximize coverage of parking lots and building interior and exterior.
Responded quickly to emergency situations to assess and deflect issues.
Wrote and submitted daily reports on security team operations.
Managed team schedules to provide effective security coverage for building needs.
Provided guidance to security staff on appropriate courses of action for diverse situations.

Security Guard

Ultimate Security

09.2017 - 08.2018

Identified violators and escorted departing personnel to guard against theft of property.
Placed necessary outgoing calls to verify alarms, dispatch proper authorities and notify proper parties.
Prepare Vehicle Inspection Reports, Daily Logs, and Incident reports electronically.
Secure property by conducting foot patrols and vehicle patrols.
Mobile support for security alarm systems and emergencies.
Monitored more than 100 houses in high-profile residential area.

Summary

Overview

Work History

Banking Advisor

Financial Services Representative

Security Site Supervisor

Security Guard

Education

Post-Graduate Diploma - Construction Project Management

Bachelor of Technology - Civil Engineering

Skills

Refrences

Certification

Timeline

Similar Profiles

ANIRBAN BASUANIRBAN BASU

Ashok Kumar PeddinaAshok Kumar Peddina

Pierre ChristianPierre Christian

Emmanuela Osei-KwartengEmmanuela Osei-Kwarteng

Mayuri GourMayuri Gour