Raman S. Email & Phone Number

Toronto, On, Ca

Ontario, Canada

I improved department-wide Quality and CSAT metrics by conducting knowledge sessions and collaborated daily with multiple teams to assist clients.I also built and led an award-winning team while fostering a culture of reliability and accountability, facilitating the transition of agents to office-based work in collaboration with senior management.

I successfully onboarded High Net Worth Clients and Institutional Investors, guiding them from account opening to platform usage insights. I also educated customers on our offerings, assisted in trade execution, and maintained regular communication to address their needs and troubleshoot issues.

Toronto, Canada Area

I meticulously reviewed account documents for accuracy and discrepancies, while also providing training and support to colleagues by sharing my knowledge of products and services. I consistently maintained compliance with quality and service standards throughout this role.

Toronto, Ontario, Canada

I executed various trades, including stocks, ETFs, and options, while also facilitating the purchase of precious metals, bonds, and GICs for clients. Additionally, I maintained up-to-date Know Your Customer (KYC) details for customer accounts and actively participated in an outbound task force to address corporate actions on clients' accounts.

Toronto, Ontario, Canada

I provided comprehensive financial education to clients and offered tailored, professional guidance on opportunities, products, and services, aligning them with each client's unique needs and objectives.

Gurgaon, India

I upheld strong financial stability through collaboration with credit and fraud teams, analyzed data from multiple reporting systems to make performance-enhancing recommendations, and reduced financial discrepancies while organizing data using internal tools.Additionally, I achieved business goals by implementing process improvements from customer feedback, minimized financial risks through corrective actions, and provided guidance and supervision to junior financial associates and interns.

Gurgaon, India

I collected and curated research data, post which these were linked to the appropriate investment products. I also summarized information into reports and documents, validated data accuracy and effectively communicated research findings through various formats while actively participating in departmental meetings and documenting key discussions.

Hyderabad, Telangana, India

Analysis of IT Industry

Master Of Business Administration (Mba), Finance

Bachelor Of Commerce (Bcom), Accounting