Guruchint Singh
Overview
9
9
years of professional experience
Work History
Customer Financial Assistant (Mortgages)
- Lloyds Banking Group
Preston
08.2022 - 05.2024
- Personalized Customer Service: Interacted directly with customers to discuss and assess their mortgage needs, providing tailored financial advice and solutions.
- Income and Expenditure Analysis: Conducted detailed assessments of customers' financial situations, offering informed suggestions to help manage income and expenditures effectively.
- Financial Support and Guidance: Assisted customers in creating and maintaining budgets aligned with their financial goals, facilitating mortgage repayments and overall financial stability.
- Term Extensions and Negotiation: Negotiated term extensions and refinancing options for customers facing financial challenges, ensuring viable and sustainable mortgage solutions.
- Product Knowledge and Education: Educated customers on various banking products and services, including changes in interest rates and other relevant updates, to enhance their understanding and decision-making capabilities.
- Compliance and Documentation: Ensured compliance with regulatory requirements and internal policies during all customer interactions, maintaining accurate documentation and records.
- Customer Relationship Management: Cultivated strong relationships with customers through proactive communication and empathetic support, aiming to exceed customer expectations and foster long-term loyalty.
Marketing Sales Officer
Dharampal and Satyapal Limited
Ajmer
03.2015 - 11.2018
- Brand Awareness and Development: Spearheaded efforts to create awareness and enhance the brand presence of DS Group consumer goods in the market.
- Event Management: Organized and participated in various events including conferences, exhibitions, and seminars to promote DS Group products and expand market reach.
- Sales Management: Managed distribution channels and sales operations to achieve sales targets and enhance market penetration for DS Group products.
- Market Analysis: Conducted market research and analysis to identify opportunities for growth and competitive positioning in the consumer goods sector.
Education
Master’s in Business Administration With Professional Placement - Specialization: Finance & Digital Marketing
University of Central Lancashire
Preston, United Kingdom04-2022
Bachelor of Arts - Specialization: Marketing & Statistics
Maharshi Dayanand University
India05-2018
Skills
- Banking Operations
- Client Relationship Management
- Negotiation and Persuasion
- Team Collaboration
- Communication Excellence
- Time Management and Prioritization
- Strategic Thinking and Problem-Solving
Timeline
Customer Financial Assistant (Mortgages)
- Lloyds Banking Group
08.2022 - 05.2024
Marketing Sales Officer
Dharampal and Satyapal Limited
03.2015 - 11.2018
Master’s in Business Administration With Professional Placement - Specialization: Finance & Digital Marketing
University of Central Lancashire
Bachelor of Arts - Specialization: Marketing & Statistics
Maharshi Dayanand University
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