Darren Daniel Email & Phone Number

Toronto, ON, CA

Mississauga, Ontario, Canada

As a seasoned personal banking and investment consultant, I bring a wealth of experience in guiding clients towards financial success. With a proven track record in real estate lending sales exceeding $20 million, investment volume surpassing $10 million, and fostering partner business referrals totaling over $20 million, I am dedicated to delivering.

Toronto, Ontario, Canada

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering client questions about financial plans and strategies and giving financial advice.Advising strategies for clients in insurance coverage, investment planning, cash.

Mississauga, Ontario, Canada

• Serve clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch.
• Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact.
• Contribute to team sales results by listening and spotting opportunities to offer additional advice.
• introduce clients to the capability of RBC partners, or personally fulfil client solutions.
• Understand & resolve client concerns, where possible, at first point of contact.
• Educate & assist clients with using RBC digital capabilities.

Toronto, Ontario, Canada

• Providing timely, efficient, courteous and respectful customer service by trying to provide apt solution to problems or escalating them to the appropriate department
• Negotiating, planning and assisting customers with correct payment resolutions on one or multiple mortgages.
• Researching and answer questions regarding account status; assisting as personal financial advisor over the phone and ownership of fiduciary responsibility for the creditor.
• Initiating consumer negotiations for debt recovery through phone.
• Conducting payment transactions electronically and negotiating payment arrangements for customers on their accounts within FDCPA guidelines
• Using skip trace when needed to find additional customer contact information and to collect on delinquent accounts. Requirements

Mumbai, Maharashtra, India

Bacholers Of Commerce, Accounting And Finance

Post Graduation, Financial Planning And Services

Post Graduation, Marketing/Marketing Management, General