Summary
Overview
Work History
Education
Skills
Timeline

Rahul Jethra

Vadodara

Summary

Finance professional with five years of experience in providing strategic advice and tailored lending solutions. Proven success in helping clients achieve their financial goals and enhancing satisfaction through strong analytical skills and deep product knowledge. Skilled in analyzing complex financial data and delivering customized solutions. Committed to exceptional service and driving both client success and organizational growth



Overview

7
7
years of professional experience

Work History

Professional Lending & Advisor (Telephone Banking)

TD Canada Trust
10.2022 - 08.2023
  • Create an exceptional customer experience with every client interaction and contribute to the ongoing improvement of the overall customer experience by ensuring advice, service, and inquiries and/or issues are managed promptly and effectively under all conditions
  • Identify Customer needs and determine solutions to customer problems
  • Use ability to discover and advice on meeting/exceeding customer needs by asking curious questions
  • Other comprehensive product knowledge and/or guidance as it relates to their respective business area
  • Ensure customer/partner problems are handled appropriately the first time, escalating issues when necessary
  • May identify cross-sell opportunities and/or refer customers/partners to internal Bank partners
  • Expected to meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowledge of customer/partner life cycle needs
  • Complete a broad range of financial transactions (e.g., withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient manner
  • Identify customer needs and determine solutions to customer problems, particularly as it relates to digital banking products and services.

Student Financial Planner

CDI College
05.2021 - 08.2022
  • Working with students to develop payment and financial assistance plans incorporating government funding, College scholarships and personal resources
  • Providing information, guidance and assistance to students on funding and the financial aid application process
  • Managing the financial aid application processes for the campus
  • Ensuring compliance with internal and external policies, procedures and standards
  • Supporting the administrative functions of the campus to enhance the student experience
  • Acting in a manner that upholds the College standards.

Financial Customer Service Representative

Cash4You
11.2019 - 02.2021
  • Identify customer needs, explore all options and suggest different types of loans
  • Manage collections activities for all past due financial accounts, maintaining an impeccable level of service
  • Performing initial appraisal of potential borrowers by thoroughly examining their applications
  • Finalize loan contracts and keep clients informed in rules and obligations
  • Cultivate trustworthy referral network, suggest alternative channels and cross-sell financial products and services
  • Continually strive to achieve financial targets through the delivery of exceptional client service.

Customer Service Representative

Kochar Infotech
05.2017 - 03.2018
  • Resolve issues regarding clients’ accounts, their billing, and airtel payments Bank products
  • Investigate customer concerns and inquiries by asking the right questions to determine the best course of action for a resolution
  • Communicate resolution in a timely manner to clients, partners and other teams
  • Suggest useful information to customers about airtel payments Bank products and services that may benefit their account
  • Manage inbound and outbound communications (phone and email) from and to clients, partners, or sales agents related to the client's account
  • Coordinate & liaise with cross-functional departments to resolve technical and accounting issues
  • Build and maintain relationships with clients and our partners
  • Be a point of escalation for clients who are considering closing their account and find the right offer to ensure they stay with Unity Payments
  • All other duties as assigned by management.

Sales

A.K Mech Infra
06.2016 - 04.2017
  • As a Marketing and business consultant my main job was to create marketing strategies, maintaining long term relationship with company’s client
  • Provide consultation on planning and starting of new business and projects, creating marketing strategies, generating project reports, assess business opportunities and develop strategies
  • Briefing Pharmaceutical, chemical, power, oil and gas sector industries regarding Gaskets and chemical equipment
  • Setting up meetings of the clients with the management after briefing them about the products and services
  • Taking regular follow-ups from clients through calls and emails
  • Cold calling and making outbound calls with the purpose of new leads and arranging meeting with them.

Education

Post graduation diploma in Marketing-Corporate Account Management -

Centennial College of applied arts and technology

Post graduation diploma in Marketing Management - undefined

Centennial College of applied arts and technology

Bachelors of Business Administration (BBA)(3 years) - undefined

Navrachana University

Skills

  • MS Office, Google docs

Timeline

Professional Lending & Advisor (Telephone Banking) - TD Canada Trust
10.2022 - 08.2023
Student Financial Planner - CDI College
05.2021 - 08.2022
Financial Customer Service Representative - Cash4You
11.2019 - 02.2021
Customer Service Representative - Kochar Infotech
05.2017 - 03.2018
Sales - A.K Mech Infra
06.2016 - 04.2017
Centennial College of applied arts and technology - Post graduation diploma in Marketing-Corporate Account Management,
Centennial College of applied arts and technology - Post graduation diploma in Marketing Management,
Navrachana University - Bachelors of Business Administration (BBA)(3 years),
Rahul Jethra