Kinjal Banerjee Email and Phone Number
I am a results-driven financial services professional with a proven track record in developing and executing customized financial plans for clients. With a strong background in sales and customer service, I excel at building and maintaining client relationships while driving business growth. My expertise lies in investment strategies, retirement planning, and insurance options, allowing me to deliver tailored solutions that meet immediate needs as well as long-term financial goals.In my current role as a Financial Services Officer at DUCA Financial Services Credit Union, I have successfully managed a team of 5 employees, providing ongoing coaching to help individuals exceed business objectives while maintaining a compliance rate of 98%. I have also conducted workshops to educate clients on various financial topics, resulting in increased client satisfaction ratings and improved financial literacy.Prior to my current position, I worked as an AC Banking Advisor at Royal Bank of Canada, where I coordinated and onboarded a portfolio of new clients, resulting in a significant increase in assets under management. I consistently delivered quality service and tailored solutions, leading to exceptional client satisfaction and exceeding sales goals by wide margins.Throughout my career, I have consistently exceeded sales targets, developed customer-focused approaches, and collaborated with cross-functional teams to drive business growth. I am highly skilled in financial analysis, credit analysis, strategic planning, and project coordination, ensuring optimal outcomes for both clients and organizations.Beyond my professional achievements, I am passionate about music and enjoy playing the guitar in my free time. With strong communication and interpersonal skills, I thrive in collaborative environments and value building connections with clients and colleagues.I am proud to have been recognized with a Certificate of Excellence as the best ASM-AMN Team member for the year 2013 at Nestle India Limited, demonstrating my dedication to delivering exceptional results and being a valuable contributor to overall sales growth.If you are seeking a results-oriented financial professional with expertise in client relationship management, sales, and strategic planning, I welcome the opportunity to connect and explore potential synergies.
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Financial Services RepresentativeCibcMississauga, On, Ca -
Financial Services OfficerDuca Financial Services Credit Union Ltd. Apr 2022 - PresentMississauga, Ontario, Canada• Developed and executed customized personal cash flow plans for over 100 clients, resulting in a 27% increase in assets under management and approximately $2M in new business.• Successfully managed the day-to-day activities of a team of 5 employees, providing ongoing coaching to help individuals meet their goals and exceed business objectives while maintaining a compliance rate of 98%.• Conducted workshops to educate clients on investment strategies, resulting in increased client… Show more • Developed and executed customized personal cash flow plans for over 100 clients, resulting in a 27% increase in assets under management and approximately $2M in new business.• Successfully managed the day-to-day activities of a team of 5 employees, providing ongoing coaching to help individuals meet their goals and exceed business objectives while maintaining a compliance rate of 98%.• Conducted workshops to educate clients on investment strategies, resulting in increased client satisfaction ratings by 8%.• Evaluated loan applications for creditworthiness, income verification, down payment source, security assessment compliance documents within established policies resulting in a risk reduction rate of 63%.• Exhibited expertise on digital banking platforms to help clients with their online banking needs. Improved digital enablement by achieving weekly contacts exceeding targets by more than110%.• Held virtual workshops focused on investments and borrowing options, leading to an increase in loan demand by $4M.• Increased branch Net Promoter Score (NPS) from 56% to 81%, through diligent tracking of client needs via post-onboarding follow-up calls resulting retained business totaling $1M.• Successfully collaborated with DUCA partners increasing client satisfaction rates by leveraging tailored solutions that met immediate needs as well as long term financial goals.• Worked proactively with team colleagues sharing best practices & coaching techniques driving sales opportunities thereby exceeding monthly targets consistently. Show less -
Banking AdvisorRbc May 2021 - Apr 2022Mississauga, Ontario, Canada• Coordinated and onboarded a portfolio of 50+ new clients, resulting in a 23% increase in assets under management.• Educated clients on the benefits of utilizing technology to streamline their financial management, resulting in a 21% increase in digital platform adoption.• Conducted thorough client discovery sessions for over 100 clients, identifying unique financial goals and delivering tailored solutions that resulted in an overall client satisfaction score of 95%.• Achieved… Show more • Coordinated and onboarded a portfolio of 50+ new clients, resulting in a 23% increase in assets under management.• Educated clients on the benefits of utilizing technology to streamline their financial management, resulting in a 21% increase in digital platform adoption.• Conducted thorough client discovery sessions for over 100 clients, identifying unique financial goals and delivering tailored solutions that resulted in an overall client satisfaction score of 95%.• Achieved exceptional client satisfaction by consistently delivering quality service, resulting in a 100% score in client feedback across service delivery, satisfaction, and net promoting score metrics.• Exceeded sales goals by an impressive margin of 399%, acquiring new accounts at a rate of 109%, while upselling and generating referrals at an exceptional rate of 290%.• Demonstrated expertise in financial advising by leveraging data analytics to tailor recommendations to individual clients, leading to increased portfolio performance and customer loyalty. Show less -
Sales AssociateGlentel Inc. Mar 2019 - May 2021Mississauga, Ontario, Canada• Consistently exceeded sales targets by developing and implementing a customer-focused approach, resulting in generating over 200 leads annually.• Collaborated with cross-functional teams to identify opportunities for product and service improvements, contributing to a 16% increase in average order value.• Leveraged exceptional communication skills to mitigate client issues quickly and effectively, achieving a 95% resolution rate and contributing to a 20% reduction in churn rate. -
Sales AssociateKnewsales Group Oct 2018 - Mar 2019Toronto, Canada Area• Persuaded and engaged prospective customers to switch to our emerging telecom service, resulting in a 34% increase in market reach within the first quarter.• Coached fellow team members on effective sales techniques that led to achieving the highest client service ratings across all categories, including communication skills, problem resolution, politeness and listening skills.• Collaborated with cross-functional teams to develop a targeted customer outreach plan that generated over… Show more • Persuaded and engaged prospective customers to switch to our emerging telecom service, resulting in a 34% increase in market reach within the first quarter.• Coached fellow team members on effective sales techniques that led to achieving the highest client service ratings across all categories, including communication skills, problem resolution, politeness and listening skills.• Collaborated with cross-functional teams to develop a targeted customer outreach plan that generated over $250K in revenue from newly-tapped markets within six months. Show less -
Customer Service RepresentativeMillennium 1 Solutions Oct 2018 - Jan 2019Toronto, Canada Area• Provided outstanding customer service by resolving 98% of inquiries on the first call, exceeding company standards.• Scheduled over 200 successful deliveries through the company's online interface, ensuring timely and accurate delivery to customers across the region.• Assisted in reducing customer complaints by 35% through proactive dispute resolution techniques, leading to increased customer satisfaction. -
Assistant Manager SalesGodfrey Phillips India Ltd Oct 2016 - Apr 2018Kolkata Area, India• Conducted in-depth market analyses to identify and counteract competitive activities, resulting in maintaining KPI and increasing market share by 7%.• Implemented change management strategies to adapt to shifts in the industry trends, resulting in achieving consistent growth of 109% in organic sales during peak seasons.• Collaborated with cross-functional teams to launch new products based on consumer buying habits and preferences, leading to a significant increase of 156% in new… Show more • Conducted in-depth market analyses to identify and counteract competitive activities, resulting in maintaining KPI and increasing market share by 7%.• Implemented change management strategies to adapt to shifts in the industry trends, resulting in achieving consistent growth of 109% in organic sales during peak seasons.• Collaborated with cross-functional teams to launch new products based on consumer buying habits and preferences, leading to a significant increase of 156% in new product sales. Show less -
Nutrition ConsultantNestlé May 2011 - Aug 2016Kolkata Area, India• Conducted thorough data accumulation and quantitative analysis of market trends, resulting in the identification of a high-potential market segment. Launched new products that catered specifically to this segment and achieved a remarkable 75% increase in revenue contribution from the region.• Demonstrated exceptional crisis management skills during a period of economic downturn, by closely tracking and monitoring sales metrics, forecasting accurately and creating contingency plans for… Show more • Conducted thorough data accumulation and quantitative analysis of market trends, resulting in the identification of a high-potential market segment. Launched new products that catered specifically to this segment and achieved a remarkable 75% increase in revenue contribution from the region.• Demonstrated exceptional crisis management skills during a period of economic downturn, by closely tracking and monitoring sales metrics, forecasting accurately and creating contingency plans for short-term cash flow. Successfully navigated through the crisis with minimal losses, earning praise for being one of the top contributors to overall sales growth during this period.• Led project planning and management efforts for a key product launch campaign across multiple regions. Developed a sustainable business model design that aligned with company goals while meeting customer demands. Successfully launched the product ahead of schedule with an initial adoption rate of 60%, contributing $5M to annual revenue within six months. Show less
Kinjal Banerjee Education Details
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University Of CalcuttaPhysics -
Nava Nalanda High SchoolBiological And Physical Sciences
Frequently Asked Questions about Kinjal Banerjee
What company does Kinjal Banerjee work for?
Kinjal Banerjee works for Cibc
What is Kinjal Banerjee's role at the current company?
Kinjal Banerjee's current role is Financial Services Representative.
What schools did Kinjal Banerjee attend?
Kinjal Banerjee attended University Of Calcutta, Sikkim Manipal University - Distance Education, Nava Nalanda High School.
Who are Kinjal Banerjee's colleagues?
Kinjal Banerjee's colleagues are Sherran Stevenson, Venius Tompkins, Roger Syriac, Correen Molho, Himanshu S., Jessica Rubin, Adebimpe Esther R. (Aca).
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Kinjal Banerjee⚡
Bengaluru3gmail.com, spansystems.com, sminq.com2 +919886XXXXXX
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2capgemini.com, cyient.com -
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1geisinger.org1 +164649XXXXX
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