Puneet G. Email & Phone Number

Toronto, On, Ca

Toronto, On, Ca

Germany

Canada

Toronto, Ontario, Canada

- Creating and reviewing customized financial plans for clients and leveraging registered / non-registered investment products to achieve short-term and long-term goals- Detailed understanding of real estate secured products to provide clients with mortgage pre-approvals, adjudication and resolving issues related to security documentation and compliance- Onboarding clients by determining their banking needs and deepen client relationship while following enhanced KYC / AML guidelines

Toronto, Canada Area

India

- Accomplished successful execution of Internal audits and produced well-structured reports and written summaries- Ensured adherence to banks policies & procedures, compliance of audit remarks at branches, compliance of statutory & regulatory guidelines while conducting audits- Scrutinized and quantified transactions for adhering to compliance with regulatory activities and guidelines as a part of anti-money laundering (AML) and Anti-terrorist Financing- Evaluated and conveyed… Show more - Accomplished successful execution of Internal audits and produced well-structured reports and written summaries- Ensured adherence to banks policies & procedures, compliance of audit remarks at branches, compliance of statutory & regulatory guidelines while conducting audits- Scrutinized and quantified transactions for adhering to compliance with regulatory activities and guidelines as a part of anti-money laundering (AML) and Anti-terrorist Financing- Evaluated and conveyed operational risks at branch level via various off-site monitoring tools Show less

India

- Proactive initiatives in approaching clients/ businesses to grow book of business- Achieved 110% of Small business loan business for FY 2015-16 vis-à-vis target allocated, thereby surpassing overall retail asset growth and product-wise asset targets- Identified prospective clients by conducting marketing/educational seminars, developing business contacts and generating referrals from existing customer base- Identified deteriorating and unsatisfactory trends in a loan portfolio and… Show more - Proactive initiatives in approaching clients/ businesses to grow book of business- Achieved 110% of Small business loan business for FY 2015-16 vis-à-vis target allocated, thereby surpassing overall retail asset growth and product-wise asset targets- Identified prospective clients by conducting marketing/educational seminars, developing business contacts and generating referrals from existing customer base- Identified deteriorating and unsatisfactory trends in a loan portfolio and took appropriate action to reduce risk and loss- Managed and minimized Bank’s Credit risk by adhering to regulatory guidelines and banks security procedure- Managed a credit portfolio to an acceptable level of risk by completing credit reviews, ensuring documentation resolving deviations Show less

India

- Focussed on building and maintaining long-term relationships by acquisition of new High networth Client and deepening relationship among existing customer base- Proactively identified additional sources of business conducting outbound marketing activities and sourcing referrals from content customers to grow the business book- Enhanced customer experience by consistently delivering on services as advised to the customer and exhibiting flexibility to meet with customers at mutual… Show more - Focussed on building and maintaining long-term relationships by acquisition of new High networth Client and deepening relationship among existing customer base- Proactively identified additional sources of business conducting outbound marketing activities and sourcing referrals from content customers to grow the business book- Enhanced customer experience by consistently delivering on services as advised to the customer and exhibiting flexibility to meet with customers at mutual convenient time and location- Furthered the relationship of the customer with the bank by cross selling of other banking products (mutual funds, credit cards & life insurance), thereby enhancing loyalty and achieving fee based income targets Show less

India

- Proven experience in resolving customer problems by using active listening and communication skills- Proactively engaged with clients to understand and meet their immediate day to day banking needs and delivering exceptional customer service- Working as part of a team to identify opportunities to deepen client relationship and generating quality referrals- Ability to work in a fast paced environment and flexible to adapt to changes in the work environment- Demonstrated… Show more - Proven experience in resolving customer problems by using active listening and communication skills- Proactively engaged with clients to understand and meet their immediate day to day banking needs and delivering exceptional customer service- Working as part of a team to identify opportunities to deepen client relationship and generating quality referrals- Ability to work in a fast paced environment and flexible to adapt to changes in the work environment- Demonstrated benefits and advised use of alternate banking channels such as telephone, mobile and online banking with proven experience in use of latest technology Show less

India

- Apprise consumer on product / fashion and facilitate sales.- Managed the Cash register at the Store on rotation basis and ensure checkout quickly and efficiently.- Up sell a suitable higher value products to consumer while facilitating.- Assist in implementation of Visual Merchandising plan to highlight the coordinates rather than individual products.

Cybersecurity

Learning a wide range of cybersecurity concepts and practices, including network security, cryptography, cyber risk management.

Cybersecurity, Data Protection And Digital Forensics, Cyber/Computer Forensics And Counterterrorism

Comprehensive understanding of the key concepts, tools, and technologies required to protect organizations from cyber threats, ensure data.

Master'S Degree, Finance And Marketing

Successfully completed Masters of Bussiness Administration speacializing in Finance and Marketing as minor subject.

Bachelor Of Science - Bsc, Hospitality Administration/Management