Arjun Arora

Senior Investment Specialist @Bmo Wealth Management - Canada

CA

Mentoring & Training new hires on various BMO Investorline processes and providing additional guidance support.* Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects* Guide customers on wealth and investment strategies and products that meet customer\'s objectives* Maintain current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.* Perform any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.* Achieve sales targets with a focus on relevant investment products.* Handle client queries and escalate complex or unresolved customer situations to senior managers.