Naresh Singh Email & Phone Number

A driven and detail-oriented recent graduate from Lambton College's Financial Planning and Wealth Management program with a Bachelor's in Financial Markets from Invertis University. I hold the Investment Funds in Canada (IFC) certification, solidifying my expertise in financial markets, mutual fund fees, performance analysis, and understanding client needs.As a Customer Service Representative at Rudra Shares & Stock Brokers Ltd., I honed my communication and problem-solving skills, ensuring client satisfaction and fostering lasting relationships.My academic background and practical experience have equipped me with a comprehensive understanding of financial planning strategies and wealth management principles. I am adept at analyzing market trends, identifying investment opportunities, and crafting tailored solutions to meet diverse client objectives.As I embark on my professional journey, I am eager to leverage my skills and knowledge to deliver personalized financial guidance, helping individuals achieve their financial goals and secure their futures. Let's connect to explore opportunities for collaboration and mutual growth.

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  Customer Service Representative

  Rudra Shares & Stock Brokers Ltd.

  Aug 2020 - Dec 2020 - India

  Provided exceptional customer support to clients, addressing inquiries, resolving issues, and ensuring service satisfaction. Achieved a client satisfaction rating of 95% during tenure.Conducted thorough research and analysis to assist clients in understanding market trends, investment opportunities, and financial products, resulting in a 20% increase in client engagement and investment inquiries.Collaborated closely with the sales and operations teams to streamline processes and enhance overall efficiency, resulting in a 15% reduction in response time to client queries.Proactively identified and escalated potential issues or concerns to management, contributing to the prevention of critical errors and ensuring compliance with industry regulations.Participated in training sessions and workshops to continuously enhance product knowledge and customer service skills, resulting in a 25% improvement in first-call resolution rates.Leveraged strong communication skills to build rapport and trust with clients, fostering long-term relationships and contributing to a 10% increase in client retention.