Denis Bansal Email & Phone Number

Toronto, On, Ca

Toronto, On, Ca

Toronto, Ontario, Canada

• Provide exceptional service for customers and develop new professional relationships in existing accounts.• Manage the day-to-day relationship within existing customer base while driving new business opportunities.• Grow account base through prospecting and lead generation.• Utilize market resources to drive account retention and growth.• Interact with new customers via inbound call, chat and email interaction• Conduct outbound dialling campaigns that target specific high… Show more • Provide exceptional service for customers and develop new professional relationships in existing accounts.• Manage the day-to-day relationship within existing customer base while driving new business opportunities.• Grow account base through prospecting and lead generation.• Utilize market resources to drive account retention and growth.• Interact with new customers via inbound call, chat and email interaction• Conduct outbound dialling campaigns that target specific high net worth customers, in an effort to increase the number of accounts that they have with Questrade.• Continuously, provide a high level customer service experience by adding value to each interaction.• An expert on all Questrade products and services, and have a high level of understanding of the competitive landscape• Expert in trading, and securities regulations Show less

Toronto

• Invested and traded capital funds with brokers to achieve 150%+ ROE with strict risk management• Obtained funding though proprietary firms to trade additional capital and achieved 10%+ monthly ROI• Diversified personal portfolio into various asset classes including ETF, Mutual Funds and Cryptocurrencies

Toronto

• Provided professional financial advice to personal and small business clients; Collaborated with Investment/Retirement/Financial planning partners to help customers achieve financial goals• Analyzed customer financial circumstances; Addressed complex credit and investment needs for mortgages, credit lines, ETF’s, mutual funds and other registered products including RRSP/RESP/TFSA.• Managed relations with high-value clients virtually and face-to-face; Resulted in 10+ wealth management… Show more • Provided professional financial advice to personal and small business clients; Collaborated with Investment/Retirement/Financial planning partners to help customers achieve financial goals• Analyzed customer financial circumstances; Addressed complex credit and investment needs for mortgages, credit lines, ETF’s, mutual funds and other registered products including RRSP/RESP/TFSA.• Managed relations with high-value clients virtually and face-to-face; Resulted in 10+ wealth management referrals and 30+ investment and retirement planning referrals• Project Experience:o MyAdvisor/ Digital Banking:▪ Appointed as Digital Champion for onboarding over 40 clients weekly to online banking and investment planning platform; resulted in best branch performance within Downtown Toronto Show less

Toronto, Canada Area

• Processed financial transactions while uncovering customer financial needs and providing banking solutions• Achieved all quarterly targets and exceeded some metrics by 10-20% such as referrals and closed sales• Analyzed available options for clients and recommended specific solutions based on available time and resources; implementation led to over 40 successful investment referrals• Developed skills to obtain new prospective clients, bring new business to the branch and provide… Show more • Processed financial transactions while uncovering customer financial needs and providing banking solutions• Achieved all quarterly targets and exceeded some metrics by 10-20% such as referrals and closed sales• Analyzed available options for clients and recommended specific solutions based on available time and resources; implementation led to over 40 successful investment referrals• Developed skills to obtain new prospective clients, bring new business to the branch and provide financial advice; resulted in promotion towards financial advisor position Show less

Bachelor Of Commerce - Bcom, Accounting And Finance, 4.0

Graduated with High honours Recognized on President's Honour List throughout the program Successfully integrated knowledge in different.

Business Administration - Accounting And Finance Advanced Diploma (Acf), Accounting And Finance

Activities and Societies: • Acquired knowledge of accounting principles and practices (IFRS) • Developed excellent technical knowledge.