Charan Preet Singh Bhatia

 1. Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base.
2. Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
3. Improved sales processes to streamline customer acquisition and onboarding strategies.
4. Handled all customer relations issues pleasantly, enabling quick resolution and client satisfaction.

 

1.  Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio. 
2.  Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services. 
3.  Networked to increase client base and encourage existing clients to expand financial portfolios. 
4.  Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue. 
5.  Promoted all financial products by maintaining excellent service offering knowledge. 
6.  Created innovative financial solutions to meet customer needs and provide competitive edge. 

1.  Engaged employees in business processes with positive motivational techniques. 
2.  Assessed employee performance and developed improvement plans. 
3.  Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement. 
4. Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations. 

1.  Implemented challenging personnel and department goals to drive performance. 
2.  Evaluated team and employee performance in order to develop and implement effective corrective actions. 
3.  Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets. 
4.  Completed efficient daily opening and closing processes to prepare teams and maintain optimal financial controls. 

1.  Managed client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan. 
2.  Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities. 
3.  Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners. 
4.  Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company. 
5.  Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes. 

1.  Modernized and improved operational procedures to increase efficiency and profitability while tightly controlling costs such as labor and preventing waste. 
2.  Devised new promotional approaches to boost customer numbers and market penetration while enhancing engagement and driving growth. 
3.  Achieved each target benchmark within first year. 
4.  Regulated service delivery to keep operations efficient and in line with budget requirements.