Gauri Bhagra Email & Phone Number

Vancouver, Bc, Ca

British Columbia, Canada

Shimla Meheli

• Achieved monthly targets of all banking products , meeting quarterly and annual employee income plans and scorecard primarily by selling mortgage, business loans and investment products• Responsible for establishing and maintaining relationships with Direct Sales Team(DST)• Sourced mortgage loan cases from the DST or Business partners and evaluating the various funding possibilities if certain complications arise • Adhered to processes like property valuation, legal consultation, client eligibility, agreement documentation and ensuring transparency in teamwork when a case is processed • Promoted and marketed the branch and its products• Meeting with customers and resolving any problems or complaints• Supervised all operational aspect of the branch including distribution, operations, customer service, human resources, administration and sales• Assess local market conditions and identify current and prospective sales opportunities• Brought the best out of branch’s personnel by providing training, coaching, development and motivation• Addressed customer and employee satisfaction issues promptly• Adhered to high ethical standards, and comply with all regulations/applicable laws• Stay abreast of competing markets and provide reports on market movement and penetration

India

• Overall Operations management and customer service management• Overall cost control and income generation for the branch• Operations and audit compliances• Account opening forms’ verification, monitoring and reconciliation of suspense accounts.• Verification of teller activities, remittances, government business and customer requests.• Joint custodian for vault, cash and ATM.• Meeting of the branch targets

India

• Managed a portfolio of more than 500 High Net worth clients by providing them with financial advice and fulfilling their banking needs also establishing a rapport with them to achieve maximum customer delight and future business opportunities• New acquisition of potential high net worth clients through cold calling and referrals, and post establishing the relationship ensuring to capture maximum wallet share • Diverted and inculcated clients to digital banking and digital literacy from the conventional way by guiding them about various applications and online banking features• As a member of the core branch banking team build key relations with clients, understanding their needs, assessing their financial situations and giving them the right advice• Provided a forward-looking financial plan. Using tools and knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals.• Engaged in marketing and outreach activities to show clients that you value them and their communities. Growing one’s network, deepening existing relationships, and collaborating with others to ensure clients are connected to the right people and opportunities• Imparted the knowledge of banking regulations, latest products and services, specific markets related to the clients to the Direct Sales Team (DST).

Master Of Business Administration - Mba, Finance And Marketing

Economics Honours, Economics