Navid Norouzi Email & Phone Number

Vaughan, Ontario, Canada

As an Associate at RBC Dominion Securities in Vaughan, I am responsible for maintaining existing client accounts and identifying opportunities to contact clients. I manage timelines and key dates for accounts to help ensure clients feel supported by our team. I respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). I provide proactive client service by tapping into my superior problem resolution skills. Working collaboratively, I liaise with various departments to provide smooth and timely solutions. I assist the Advisor team in welcoming and onboarding new clients. I coordinate and prepare meetings for Advisors with their clients/prospects by leveraging my passion for planning. I am well-versed in internal controls and industry regulatory requirements.

Vaughan, Ontario, Canada

Markham, Ontario, Canada

I actively assist clients across a wide range of product services from sales to leasing agreements while adhering to organizational sales objectives and maintaining positive client relationships. Additionally, I function as a subject matter expert (SME), providing hands-on training to new hires to ensure their understanding of workflow processes.Among my Notable Achievements, I: - Successfully achieved 15% grown in customer base within in a year of joining organization, effectively demonstrating excellent customer service skills and proven sales results. - Received continuous influx of perfectly scored “Total Purchase Recommendation” results from previous clients, noting their satisfaction with provided service after purchase.Among my Key Responsibilities, I:- Manages client interactions while upholding excellent customer service standards, diligently assessing their needs to provide tailored recommendations to best suit their financial planning and lease expectations. I followed up with clients to ensure their satisfaction and maintain positive relationships. - Monitor sales goals and expectations, identifying areas for potential growth while applying continuous process improvements to better meet established sales and finance objectives. - Frequently collaborate with cross-functional teams, participating in meetings to discuss roadblocks and encourage teamwork to resolve issues. Additionally, I support other departments such as marketing team to assist with online marketing strategies and drive business success.

Toronto, Ontario, Canada

Managed the company’s finances and operations. Streamlined company processes, customer relations, trademanagement, procurement, accounting, cash-flow, and invoicing processes.Among my Key Responsibilities, I:- Conducted financial analysis based on market research to forecast and mitigate financial risks for the company. - Managed accounting processes across existing projects to ensure accurate financial records and prevent discrepancies for auditing processes.- Executed market research based on housing and financial trends, utilizing established research toprovide tailored solutions to clients while developing comprehensive reports to guide their future real estate investments.

Richmond Hill, Ontario, Canada

I oversaw customer service responsibilities, assessing client needs while addressing their questions and concerns. I also developed solutions to best suit their needs while positioning self as trusted voice to maintain positive client relationship and drive operational success. Based on my performance and leadership skills, I received a promotion from cashier to Customer Service Rep. within 4 months of role. I also consistently received outstanding client reviews.

Tehran, Iran

I developed marketing strategies to successfully procure new clientele, effectively resulting in 25% increase in gross profit within the year. I routinely followed up with clients to collect their feedback on products and apply information to better refine existing marketing solutions.