Geetu Gupta, Mba , Ific Certified Email & Phone Number

As a Banking Advisor at RBC, I help clients achieve their financial goals by providing tailored solutions and exceptional service. I have over 10 years of experience in the finance domain, with expertise in branch banking, operations, and compliance. I hold the Investments Funds in Canada certification from the Canadian Securities Institute (CSI) and the Verified International Academic Qualifications from World Education Services.I excel at building and maintaining strong relationships with customers, colleagues, and partners, and identifying opportunities to cross-sell products and services that meet their needs. I have contributed to a 30% sales increase in 2017-18 by effectively cross-selling the products and also received the Best Financial Service Representative award for my performance. I am proficient in MS Office, cash management, and data entry, and I have excellent communication skills in English and Hindi. I am passionate about delivering high-quality customer experience and compliance, and I am always eager to learn and grow in my role.

Listed skills include Leadership, Diversity And Inclusion, Banking, Transparency, and 16 others.