•Engage with clients via email to verify and update their personal and financial information, maintaining accurate client profiles and ensuring compliance.•Implement coding procedures to accurately classify and track client accounts within the system of CIBC.•Process and manage currency transfers or delisting securities requests for clients, emphasizing accuracy in execution.•Develop and maintain a systematic record-keeping process for all account-related activities and follow up with the client for their query related to their investment account.

• Assisting in the preparation of store deposits and handling all banking needs related to the front desk, ensuring accuracy and compliance with banking procedures for seamless financial transactions.• Assist 100+ customers with purchases, rewards programs, and offering solutions in their transactions.• Address customer concerns about store policies, handle returns, and resolve complaints along with managing phone calls to maintain customer satisfaction.• Utilize effective sales techniques to recommend products tailored to customers' needs, following merchandising philosophy and resulting in increased sales and contributing to the company’s growth.

• Provided a welcoming atmosphere for guests by assisting them professionally and courteously, while always prioritizing safety and managing at the front desk.• Secured the premises and personnel by patrolling the property, monitoring surveillance equipment, and providing access as and when required.• Played a key role in customer relations by embodying a professional and approachable demeanor, contributing to a positive client experience that supported the business's reputation and potential for growth.

• Collaborated with cross-functional teams to gain valuable insights into financial planning and wealth management strategies, laying the foundation for a career in financial advisory.• Conducted research on financial products, market trends, and investment opportunities, providing valuable inputs for client recommendations and supporting the firm's commitment to delivering exceptional financial advice.• Utilize CRM software to track client interactions, update account information, generate reports for management analysis, and improve team efficiency.

• Demonstrated selling skills by selling life insurance policies, recommending products, and explaining details clearly to meet customers’ specific needs through scheduled appointments.• Adapted to rapid changes in customer preferences and developed positive relationships with customers to ensure satisfaction and retention.• Collaborated with team members to achieve sales targets, leading to business growth and recognition.