Mukesh Chouhan Email & Phone Number

Mississauga, Ontario, Canada

Develop a loyal client base by providing exceptional mortgage advice and financial solutions• Provide sounds credit recommendations and solutions catered to the individual needs of new Members.• Participate in regular coaching sessions and monthly objectives setting.• Ability to build trust and maintain long-term client relationships• Ability to cultivate strong relationships with internal partners• Self-starter believes working independently and seeks out answers• Works with consistent accuracy to enable greater efficiency in meeting customer mortgage, secured lending, and insurance needs• An advocate of company values and business principles by putting the customer first and delivering excellent customer service to complex customer calls by keeping up to date on training and internal communications

Mississauga, Ontario, Canada

• Develop a loyal client base by providing exceptional mortgage advice and financial solutions• Provide sounds credit recommendations and solutions catered to the individual needs of new Members.• Participate in regular coaching sessions and monthly objectives setting.• Ability to build trust and maintain long-term client relationships• Ability to cultivate strong relationships with internal partners• Self-starter believes working independently and seeks out answers• Works with consistent accuracy to enable greater efficiency in meeting customer mortgage, secured lending, and insurance needs• An advocate of company values and business principles by putting the customer first and delivering excellent customer service to complex customer calls by keeping up to date on training and internal communications

Mississauga, Ontario, Canada

• Proactively contact BMO customers in a dedicated portfolio list to do detailed profiling of their investment needs, review of investment holdings and goals and provide investment and retirement planning.• Work collaboratively with other branch colleagues to ensure wealth management customers experience exceptional service and have their financial needs met, including referring to brokerage, online and private bank partners.• Passion for financial planning and helping customers.• Proven sales success in the financial services industry.• Experience with investment and retirement planning.• Demonstrated ability to build, maintain and refer internal and external relationships.• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.• Complies with legal and regulatory requirements, including Anti-Money Laundering and Terrorist financing reporting, Financial Consumer Agency of Canada (FCAC), and the Privacy Act.• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.• Completes standardized tasks under supervision.• Performs initial problem solving within given rules/limits & escalates when required.• Broader work or accountabilities may be assigned as needed

Dubai, United Arab Emirates

• Manage Liability portfolio and client relationships of the branch banking.• Responsible for deposit mobilization and NTB account Opening .• Responsible for customer service including collections and recovery matter and constantly follow with both individual and corporate clients.• Responsible for cross-selling various products such as Consumer and Insurance products.• Achieve agreed sales target as assigned by the Management.• Responsible for Cross Referring Banking Solutions in order to meet customer's present and latent Needs.• Strict adherence to KYC/ AML Guidelines, accounts opening policy & procedures, SBP policies & Circulars and Foreign Exchange Manual.• Complete adherence to Sales Process and Sales Maximizes

Dubai, United Arab Emirates

• Supervising call centre team for cross sell and Quality.• Identify the disputed collections matter and resolve it from our end and escalate it further.• Make calls every day to the disputed clients to provide the best resolution and recover the past due balance matters and keep maintaining the account with the good customers.• Mentoring team and sharing best practices to over achieve monthly targets• Providing best Quality, less AHT and cross selling are the main targets for the team.• Responsible to meet cross sell target for my team & floor.• Managing Sales targets. • Involve in process re-engineering initiatives to address customers’ issues.• Handle customer complaints and issues while maintaining accurate account records