
Timeline
About me
Associate Financial Advisor
Education

Dav pg college
1992 - 1995Bachelor's degree commerce
University of rajasthan
1990 - 1992Diploma pharmacy
Experience

Glaxo smithkline
Jun 1996 - Jun 2014Marketing executive• Represented the organization and marketed a wide variety of products • Strengthened distribution channels in order to achieve targets • Managed customer relationships and used a personalized approach: Experts: Met to identify requirements, matched requirements to the appropriate product in a practical and beneficial way, and ensured timely delivery of products Direct Customers: Informed end-user customers on benefits of the products, helping them carry out cost-benefit analysis, and ensuring timely delivery Retailers: Directly influenced the sale of each brand, emphasizing retailers to build a sound and diverse customer base by selling good quality products and gaining customer trust Institutions: Visited government and private institutions regularly to identify and follow up on their requirements. Educated customers of these institutions of benefits of products in order to increase sales Show less

Ani zone health care
Jul 2002 - Jul 2014Self employed• Established firm in 2002 in partnership, creating proprietary brands of different products • Acquired full ownership of the firm by buying out the share of partner in 2003 • Sold the business in 2014 with a good profit margin • Channeled distribution of products directly and indirectly through dealers, targeting a price-sensitive market base • Employed a team of sales representatives in several territories • Developed demand for the firm’s brands and identified drugs with market potential Overall business flow consisted of: Registration of drugs Demand creation Manufacturing by outsourcing Direct and indirect distribution, and Quality control Customer feedback Show less

Sears canada
Aug 2014 - Apr 2016Sales associate• Sales Associate in Home Furnishings & Major Appliances • Providing product sales and services to customers • Updating customers about new offers available at Sears • Maintaining good relations with co-workers and other departments • Awarded Employee of the Month in January 2015 • Awarded Employee of the month August 2015

Pc financial bank
May 2016 - Sept 2017Personal banking representative• Greet and interface with the customer to facilitate daily banking transactions, deliver exceptional customer service by identifying sales and referral opportunities• Help clients in opening chequing and savings accounts.• Helping clients in fulfilling their Mortgage needs.• Provide advice, by identifying clients need, for registered and non-registered products. • Provide services to open GIC, TFSA, and RRSP accounts. • Engage with clients to meet their immediate need and future needs• Cross-sell bank products and services to increase sales, revenues, develop strong client relationships, and handle objections.• Help new and existing clients and resolve client-banking problems quickly.• Process customer’s transactions using computerized methods, accurately record financial transactions, and generate receipts.• Manage risks by adhering to compliance routines, processes, and controls to protect client interest while completing transactions.• Develop strong rapport with branch manager and provide support during staffing shortage• Do outbound calls to customers, so as to deepen client relationship and increase the business• Demonstrate benefits and assists clients in using Bank Machines, Telephone Banking, and Online Banking. Show less

Rbc
Oct 2017 - Mar 2022As a banking advisor I assist clients to open accounts, write credit: loans, mortgages, credit lines, overdraft, and credit cards, as well as assisting clients to save their future. Investment plans include RRSP, RESP, TFSA, RRIF, RDSP, and non-registered options, according to clients’ need. Strong partner relationships and introductions to Mortgage specialist, Financial planners, and more. • Examine, evaluate, or process loan applications• Establish and maintain relationships with individual or business customers, or provide assistance with problems these customers may encounter• Network within communities to find and attract new business• Approve, reject, or coordinate the approval or rejection of lines of credit or personal loans Show less • Identify & recommend suitable accounts and investments to clients • Always looking for an opportunity to help clients to achieve their financial goals by partner referrals (Investment & Mortgage specialist )• Proactively engage with clients to provide services they are seeking for• Deliver good customer services by identifying opportunities & providing solutions matching with client needs • Making proactive calls so as to maintain and generate new business• Educate clients about digital technology • Cultivate & maintain relationship with co-workers to work as a team Show less
Banking Advisor
Aug 2021 - Mar 2022Client Advisor
Oct 2017 - Jul 2021

Cibc
Mar 2022 - nowAssociate Financial Advisor
May 2023 - nowFinancial Service Representative
Mar 2022 - May 2023
Licenses & Certifications
.webp)
Mutual fund certification
The investment funds institute of canada (ific)Sept 2020
Honors & Awards
- Awarded to Rajan KhuranaLeadership Model Award RBC Oct 2021 Awarded a leadership model award for outstanding performance and inspiring demonstration of RBC’s leadership model (people driven, client focused).
- Awarded to Rajan KhuranaGold Winner RBC Oct 2018 Recognized as the gold winner for the contest of referral to IRP’s and Mortgage specialist at RBC.
- Awarded to Rajan KhuranaAppreciation Award PC Financial Oct 2016 Appreciated for 13 regular applications of Mortgage in 3 Months at PC Financial Bank.
- Awarded to Rajan KhuranaEmployee of the month Sears Canada Jan 2015 Awarded employee of the month at Sears, Canada in January 2015 & August 2015.
- Awarded to Rajan KhuranaSuper Star Award Glaxo India Dec 2000 Super star sales award in 1999-2000 and 1999-98 for meeting and exceeding sales target by over 10% at Glaxo.
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