Nir Goel Email & Phone Number

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

• Worked as a branch-based advisor in a client-facing role, building expertise across a wide spectrum. Built a skill set in everyday banking, credit, investments, financial planning, estates and small business banking..
• Engaged with clients to develop in-depth relationships, provide advice-based solutions, uncover potential needs, and deliver exemplary client service.
• Structured and completed credit applications per client requirements, and ensured clients found the appropriate solutions as per their needs.
• Worked with clients to design a custom and comprehensive investment plan for major life goals such as retirement, and estate planning.
• Worked closely with small business owners to optimize their banking, and deepen relationships.
• Liaised with internal and external stakeholders to streamline client experience.

Surrey, British Columbia, Canada

• Managed a fine jewellery retail business in Surrey, BC. I was responsible for all stages of product procurement and business operations. I also doubled, as the manager of the store and worked full-time in customer.
• Developed a customer first sales approach to understand customer needs and serve them.
• Cultivated deep relationships, a consultative sales process, and high levels of comfort with clients to enable selling across all price points, and achieve repeat sales and referrals.
• Built and managed a database of customers to enhance CRM and ensured a personalized experience for the customer. This also ensured multiple referrals.
• Negotiated with existing and prospective vendors to purchase inventory, and receive credit terms. Cultivated B2B relationships with suppliers and manufacturers locally and internationally.

Started and managed a student run club with a focus on currency trading and other vital macroeconomic impacts of FOREX, commodities and exchange rates. Currency Pairs and Commodities Focused on: USD/CAD, EUR/USD and Gold.Key Responsibilities:-Recruit an executive team to ensure smooth functioning of the club.-Co-ordinate with professors, industry experts.

Surrey, BC

As a Sales Manager I worked to increase sales through excellent customer service. Often served multiple customers at the same time, and made sales in a stressful environment. Grew sales by introducing new product lines, effective sales promotions, and optimal inventory management.

Burnaby, BC

Volunteered in the thrift store as a sales associate. Worked in the furniture department of the store, and often handled the section alone. I reported directly to the manager of the entire store, and also handled donations made by various people.