Krunal Rajput
Toronto
Summary
Experienced banking professional with 5+ years in financial advisory, client relationship management, and sales of retail and commercial banking products. Proven expertise in budgeting, investment strategies, debt management, and cross-selling financial solutions to meet client needs. Skilled in using CRM systems to track performance metrics and deliver data-driven insights. Adept at regulatory compliance, risk assessment, and securing favourable financing terms. Strong communicator with a history of meeting and exceeding sales targets, enhancing customer satisfaction, and driving loyalty in competitive banking environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Planning & Analysis Manager
Avitrfarmica
Ahmadabad
08.2023 - 12.2024
- Established processes to ensure efficient workflow throughout the organization.
- Managed annual budgeting and forecasting, optimizing resource allocation.
- Monitored KPIs and provided feedback on the performance of CRM campaigns, ent calculations, and profitability analysis.
- Oversaw marketing initiatives, increasing brand awareness, and sales.
- Negotiated contracts, pricing and payment terms with customers.
- Monitored KPIs and provided feedback on the performance of CRM campaigns.ent calculations, and profitability analysis.
- Prepared reports on daily sales figures, profitability analysis, and inventory management processes.
- Provided ongoing training and support for team members on topics related to B2B sales processes.
- Established relationships with banking partners to secure favourable terms on financing arrangements.
Financial Advisor
CIBC
Halifax
02.2021 - 05.2023
- Assisting clients by providing access to online banking and telephone banking services.
- Proposed financial solutions to clients addressing debt management, investment, and other goals.
- Planning business activities to meet weekly sales, service, and referral targets for personal and small business clients.
- Proactively sell and prepare documentation for the approval of checking and savings products, as well as lending products, which include mortgages, secured and unsecured lines of credit, student loans, and investment products.
- Demonstrated understanding of, and adherence to, federal and state regulations for financial aid.
- Maintained strict compliance with all regulatory and ethical standards in financial advisory services.
- Grow a network to create lasting connections that will generate future opportunities—developing and sustaining long-term relationships with clients to encourage repeat business, and client referrals.
- Cold-calling potential clients to inform them of the various financial products and services on offer.
- Utilized CRM systems to track client interactions, transactions, and progress toward financial goals.
Insurance Advisor
Alorica
Hamilton
05.2018 - 01.2019
- Conducted meetings or phone calls with potential clients to present insurance policies, and answer questions.
- Generated detailed quotes for prospective customers based on their requirements, while processing the payment for them.
- Educated and counseled clients about insurance coverage differences, and the results of decisions, to persuasively sell maximum coverage within budget.
- Documented detailed records of customer interactions and activities.
- Collaborated with underwriters to ensure the timely processing of policy applications and decisions to persuasively sell the maximum coverage within budget.
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
Financial Service Representative
Kognitive Marketing
Barrie
08.2017 - 01.2018
- Promote the features and benefits of Canadian Tire's financial products and meet daily objectives and target goals.
- Guided customers toward upward credit mobility through good financial choices.
- Processed financial aid documents and completed basic verification of information.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance, to suggest financial products.
- Maintained strict compliance with all regulatory and ethical standards in financial advisory services.
Education
BBA -
Georgian College
Barrie, Ontario04.2019
Skills
- Financial planning
- Investment strategies
- Debt management
- Regulatory compliance
- Client onboarding
- Customer relationship management
- Financial analysis
- Problem solving
- Sales strategy
- Resource allocation
- Sales techniques
- Profitability analysis
- Contract negotiation
- Risk assessment
Certification
- LLQP
Timeline
Financial Planning & Analysis Manager
Avitrfarmica
08.2023 - 12.2024
Financial Advisor
CIBC
02.2021 - 05.2023
Insurance Advisor
Alorica
05.2018 - 01.2019
Financial Service Representative
Kognitive Marketing
08.2017 - 01.2018
BBA -
Georgian College
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