Anshu Singh

Banking Advisor @RBC

Communicate with clients to learn about their needs and help them achieve their financial goals- Analyze existing customer information and upsell products according to immediate and future needs- Provide expert guidance that can handle complicated credit and investment requirements for both personal and business clients- Collaborated with SME’s to leverage customer details in the fields of financial planning, retirement planning, mortgages, and business banking - Proactively take ownership of preventing and resolving client’s banking related issues- Leveraging technology to deliver exception client experience with intent of retention- Using Salesforce tool to identify opportunities and create tailored solutions