Puneet G. Email & Phone Number

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.

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.

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.

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.

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.

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, and.

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