Gautham Bansal
Relationship Manager @Coast Capital
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WORK HISTORY
Relationship Manager @Coast Capital
Victoria, BC, CA
Establish and deepen client relationships to maximize business opportunities, delivering a positive and impactful customer experience while emphasizing both personal and organizational goals. Provide high-quality core banking, investment, and lending advice. Collaborate with various teams within the branch network to effectively serve customers. Identify and address clients\' financial needs, including cash flow management, insurance coverage, investment planning, retirement plans, estate management, and tax optimization. Utilize analytical skills to develop tailored financial strategies. Use platform tools to offer suitable banking and lending products, helping clients manage, grow, save, and protect their assets. Apply project management skills to ensure efficient service delivery. Develop new customer relationships, using marketing skills to engage clients and promote financial products. Employ organizational skills to maintain a systematic approach to client acquisition and retention.
EDUCATION
IMT Kashipur
Bachelor of Business Administration (BBA), Human Resource Management
Royal Roads University
Masters of Global Management, Global Management
International college of Financial Planning
Post Graduate Diploma in Financial Planning, Financial Planning and Services
Institute of Management Technology, Ghaziabad
Post Graduate Diploma in Management, Human Resources Management
ABOUT GAUTHAM BANSAL
Financial Advisory and Portfolio analysis experience with 8 years of core Wealth…
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