Oliur Rahman

Oliur Rahman Email and Phone Number

Financial Planning Associate @ RBC
toronto, ontario, canada
Oliur Rahman's Location
Toronto, Ontario, Canada, Canada
Oliur Rahman's Contact Details

Oliur Rahman work email

Oliur Rahman personal email

n/a
About Oliur Rahman

Oliur Rahman is a Financial Planning Associate at RBC. They possess expertise in problem solving, coaching, customer service, financial services, retail banking and 39 more skills. They is proficient in Hindi, Bengali and English.

Oliur Rahman's Current Company Details
RBC

Rbc

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Financial Planning Associate
toronto, ontario, canada
Website:
rbc.com
Employees:
79151
Oliur Rahman Work Experience Details
  • Rbc
    Financial Planning Associate
    Rbc Sep 2022 - Present
    Toronto, Ontario, Canada
    • Providing consistent sales support to client requests, acting as a point of contact for client problems, and ensuring accuracy of documentation with follow-ups, as required • Maximizing opportunities to effectively identify client needs, making referrals, expanding profitable client relationships, and tracking and reviewing progress against the teams’ annual sales plan • Increasing sales enablement for Financial Planners by assisting with preparations for client meetings, and… Show more • Providing consistent sales support to client requests, acting as a point of contact for client problems, and ensuring accuracy of documentation with follow-ups, as required • Maximizing opportunities to effectively identify client needs, making referrals, expanding profitable client relationships, and tracking and reviewing progress against the teams’ annual sales plan • Increasing sales enablement for Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions • Exercising due diligence in following all policies and procedures, and identity/correct areas of operational risk Show less
  • Efs Toronto
    Supervisor
    Efs Toronto Jun 2019 - Jun 2022
    Toronto, Canada Area
    • Constructing the restaurant staff work schedule• Communicating with customers regarding service experience• Resolving customer complaints in a professional manner• Onboards new team members or assigns a qualified team member to train new staff.• Places inventory orders as per sales volume each week
  • Miratel Solutions
    Customer Service Representative
    Miratel Solutions Jun 2017 - Dec 2018
    Performing everyday interactions with customers and managed all waiting calls within timeframe and ensuring pleasant tone throughout the conversation· Evaluating client identification before providing information on client accounts, and administering processing of all transactions within required time frame· Promoted and achieved up sales and cross sales by actively recognizing opportunities and presenting customers with sales offers· Ensured… Show more Performing everyday interactions with customers and managed all waiting calls within timeframe and ensuring pleasant tone throughout the conversation· Evaluating client identification before providing information on client accounts, and administering processing of all transactions within required time frame· Promoted and achieved up sales and cross sales by actively recognizing opportunities and presenting customers with sales offers· Ensured customer satisfaction at every call and thanked the customers Show less
  • Bank Asia Limited
    Private Banking Assistant
    Bank Asia Limited May 2015 - Sep 2016
    Sylhet, Bangladesh
    · Acting as first point of contact for clients and helping them in Bank Account opening, and finding out the irregularities of different bank accounts· Issuing cheque books for clients and educating them about different banking products· Voucher sorting, counting, filling and matching · Assisting senior officer with loan application and maintenance of daily loan application database

Oliur Rahman Skills

Problem Solving Coaching Customer Service Financial Services Retail Banking Finance Sales Accounting Cash Flow Financial Planning Strategic Planning Business Strategy Financial Analysis Microsoft Excel Microsoft Powerpoint Team Leadership Time Management Leadership Teamwork Presentation Skills Interpersonal Skills Public Speaking Action Oriented Communication Skills Attention To Detail Critical Thinking Commitment Towards Work Financial Statements Organization Skills Multitasking Cost Accounting Client Services Journal Entries Analytical Skills Data Analysis Balance Sheet Cost Reduction Microsoft Office Customer Satisfaction Accounts Payable Account Reciveable Administrative Assistance Microsoft Word Written Communication

Oliur Rahman Education Details

Frequently Asked Questions about Oliur Rahman

What company does Oliur Rahman work for?

Oliur Rahman works for Rbc

What is Oliur Rahman's role at the current company?

Oliur Rahman's current role is Financial Planning Associate.

What is Oliur Rahman's email address?

Oliur Rahman's email address is ol****@****rbc.com

What schools did Oliur Rahman attend?

Oliur Rahman attended Seneca College, Leading University.

What skills is Oliur Rahman known for?

Oliur Rahman has skills like Problem Solving, Coaching, Customer Service, Financial Services, Retail Banking, Finance, Sales, Accounting, Cash Flow, Financial Planning, Strategic Planning, Business Strategy.

Who are Oliur Rahman's colleagues?

Oliur Rahman's colleagues are Bola Adekunle, Michael Kim, Giselle Timothy, Samuel Chen, Lisa Perkin, Winnie Chan, Brett Franklin.

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