MS Office (Word, Excel, Powerpoint)
Varun Verma
Banking And Finance
British coumbia,British Columbia
Summary
Industrious Banking professional eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that
includes Lending knowledge and expansive experience in Investment Advisory
Overview
17
17
years of professional experience
3
3
Certificates
3
3
Languages
Work History
Premium Banker/ Financial Advisor
HSBC BANK CANADA
Surrey, BC
12.2022 - Current
- Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
- Monitored regulatory or tax law changes to achieve fund compliance and to capitalize on development opportunities.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Consulted with potential investors to assess objectives and discuss optimal strategies.
- Verified customer identity and reviewed documentation for accuracy.
- Monitored accuracy of customer information in system.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Presented new and additional products and services to existing customers.
Teller/Financial Advisor/Branch Manager
HDFC BANK LTD
Kaithal, INDIA
09.2006 - 11.2022
- Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
- Processed customer transactions promptly, minimizing wait times.
- By asking thoughtful financial questions, engaging with customers, and creating positive experiences to retain and deepen relationships
- Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
- Act as a point of contact for the frontline staff in handling customer problems
- Maintain professional space in common areas as per the marketing and regulatory guidelines
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
- Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
- Strive to achieve and improve service level agreements and productivity targets
Education
Bachelor of Commerce - COMMERCE
R K S D COLLEGE
KAITHAL 05.2000 - 06.2003
Master of Business Administration -
DAV INSTITUTE OF MANAGMENT
FARIDABAD 07.2003 - 05.2005
Skills
Financial Advising
Mutual funds
Business prospecting
Retirement planning
Sales expertise
Savings accounts
Banking
Business Development
Client needs analysis
Critical Thinking
Relationship building and management
Mortgage solutions provider
Certification
Canadian Investment Funds Course Certified from IFSE
Affiliations
Canadian Investment Funds Course Certified from IFSE
Software
Banking Software (Finware, Finacle, Flexcube)
Microsoft Teams , Outlook Mails
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Premium Banker/ Financial Advisor
HSBC BANK CANADA
12.2022 - Current
Canadian Investment Funds Course Certified from IFSE
09-2022
Anti Money Laundering & KYC Certification
03-2009
Certification of Mutual fund distributors (NISM)
06-2007
Teller/Financial Advisor/Branch Manager
HDFC BANK LTD
09.2006 - 11.2022
Master of Business Administration -
DAV INSTITUTE OF MANAGMENT
07.2003 - 05.2005
Bachelor of Commerce - COMMERCE
R K S D COLLEGE
05.2000 - 06.2003