Ruben Rajan Email & Phone Number

Toronto, Ontario, Canada

• Act as a role model for exceptional guest service• Open Bank accounts, credit cards, and client Lines of credit for clients in the portfolio,• Open investment accounts for portfolio clients E.g. RRSP, RESP, FHSA, TFSA, RIF• Provide investment recommendations based on client’s time horizon, investment knowledge, risk profile, Investment needs and objectives and income/net worth,• Provide credit planning solutions like debt consolidations and mortgages,• Provide and credit cards,• Emphasis on the value of insurance for all the credit products clients hold, • Annual portfolio review and quarterly investment review,• Educating clients in the areas of investments and credit handling.

Ontario, Canada

Bloor And Dundas Street West

• Act as a role model for exceptional guest service,• Issuing bank drafts/ money orders for clients,• Issuing debit cards, • Accepting deposits and withdrawals for clients,• Lobbying to provide exceptional customer service,• Dealing with Clients queries regarding payments and unknown transactions,• Refer potential clients to Financial Service representatives to introduce them to the investment side.• Balancing the cash total at the end of the day,• Fixing appointments over the phone for inbound clients.

Toronto, Canada Area

• Act as a role model for exceptional guest service, • Hire and provide orientation for the new team members, • Lead the team throughout the shift with a positive attitude, • Supervise and coordinate food service team members to face the customers, • Provide ongoing and consistent training that positively impacts the overall operations, • Maintain records of stock, sales, and wastage, promote a respectful team environment, • Sell Tim Horton’s retail products to customers and effectively communicate with the management team.

Trivandrum

• Partaking in market research programs, • Resolving clients’ questions and enquiries,• Planning events for ISIB promotion launch, • Pitching ISIB application to potential academic institutions, • Responding to time-sensitive media and communication issues,• Preparing the marketing plan, media briefings and statistical reports, • Working with the financial departments for preparing the marketing budget, • Contribute to social media activities as needed via Facebook, LinkedIn, and other platforms, • Responsible for managing the Centre’s marketing communications, market strategies and brand identity, • Posted content on the ISIB site and project in Sitecore and Word press systems and seeks ways to enhance audience experiences.

Trivandrum

• Handle stakeholders’ queries and grievances, • Deliver hands-on support to the marketing department, • Executing marketing strategies that lead to an increase in sales,• Research and interpret data to understand the key business changes, • Competitive activities and communicate plan changes whenever required,• Lead various campaigns using marketing materials, analytic tools to develop and execute project management, paying close attention to the timeline. • To initiate market research and trend analysis to develop communication strategies, • Write, Proofread, edit contents to provide impactful messages to attract the customers within the brand’s guidelines,• Identify and present the opportunity for consistency in messaging and customer experience across channels to promote brand awareness.

Trivandrum

• Utilized basic sales strategy to engage customers and present solutions to suit individual needs.• Utilized exceptional communication to connect with customers, assess needs and present solutions.• Delivered exceptional customer service through acknowledgment, communication, and commitment to quality. • Adhered to all company policies procedures and safety standards.

Cifc, Mutual Funds, 89%

Financial Planning, Banking, Corporate, Finance, And Securities Law

Activities and Societies: Badminton, COLTS Team memberThe financial planning program helped me to learn and practice -The best Canadian.

Marketing Research And Analyitics, Marketing Research

Activities and Societies: Badminton varsity team memberGraduated with good GPA from the marketing research and analytics program..

Master Of Business Administration (Mba), Marketing & Finance

Activities and Societies: Badminton Team captain, College leaderGraduated with Masters in Business Administration from College.

Bachelor Of Commerce (B.Com.), Finance

B. Com

Commerce, 1St Class

High School Certificate, General, 1St Class

Activities and Societies: Played for the school cricket team and was very popular for other games school!!commerce