VIVEK NAIR
Scarborough,Canada
Summary
Banking professional with proven track record in offering insightful financial advice and achieving client satisfaction. Known for strong team collaboration and adaptability to changing client needs. Possesses key skills in financial analysis, customer service, and relationship management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals
Overview
3
3
years of professional experience
Work History
BANKING ADVISOR ACCOUNT OPENING
ROYAL BANK OF CANADA
02.2024 - Current
- Being able to offer exceptional client experiences and team outcomes by assisting both new and existing clients with their account opening requirements.
- Detailed identification of a client's needs in order to offer financial guidance, strengthen client relationships, and make recommendations; comprehending and meeting clients' needs both proactively and reactively.
- Addressing client requirements, offering suitable guidance and suggesting solutions that satisfy client requirements in order to establish, preserve, and enhance client relationships.
- Educating customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Strengthening customer relationships through timely follow-ups and proactive communication.
One Bound Banking Advisor
Royal Bank of Canada
09.2022 - 02.2024
- Demonstrating excellent product knowledge of Royal Bank of Canada's credit cards, lines of credit, bank accounts, and variety of other products available to customers while concentrating on client education and demonstration and utilizing technology to create positive customer experience, increasing sales and thereby achieving targets(1.5 over median of 0.91)
- Actively listen to and converse with clients in order to better understand their specific banking needs
- Be actively responsible for solving and preventing customers' banking problems
- Outstanding problem-solving skills while maintaining perseverance, empathy and ability to work under pressure
- Completed training on online banking and assisting clients by providing them with knowledge and tools to be digitally enabled individuals in order for best client experience
Customer Service Representative
Teleperformance
02.2022 - 09.2022
- Company Overview: Toronto, Ontario
- Successfully completed training for Revolving Credit department of Scotiabank
- Displaying excellent product knowledge of Scotiabank Credit Cards, Line of Credit, Bank Accounts and variety of other products offered by Bank
- Efficiently taking inbound phone calls and multitasking on Contact Centre Platform (CCP), AS400 and Sales Builder
- Explaining and investigating balance, interests and charges on credit product Statements
- Protecting accounts of customers by following protocols for customer authentication
- Identifying customer debts and banking needs to help resolve customer queries and providing appropriate solutions
- Outstanding problem solving skills while displaying patience, empathy and ability to work under pressure
- Excellent navigation and efficient use of Scotiabank office system to help service customers
- Trouble shooting Bank Mobile Application login errors and Online Account login errors
- Understanding and empathizing with customers with frozen accounts, delinquent accounts or over-due accounts
- Toronto, Ontario
Education
Master of Business Administration -
University Of Kerala
05.2015
Bachelor of Business Management -
Amrita Vishwa Vidyapeetham
05.2013
Skills
- Time Management
- Problem Solving
- Performance Evaluations
- Relationship Building
- Motivated Team Player
- Customer Service
- Technical
- Microsoft Office
- CRM Software
Languages
English
Hindi
Tamil
Malayalam
Timeline
BANKING ADVISOR ACCOUNT OPENING
ROYAL BANK OF CANADA
02.2024 - Current
One Bound Banking Advisor
Royal Bank of Canada
09.2022 - 02.2024
Customer Service Representative
Teleperformance
02.2022 - 09.2022
Bachelor of Business Management -
Amrita Vishwa Vidyapeetham
Master of Business Administration -
University Of Kerala
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