Prashanth Thachapully

Banking Advisor @RBC

Brampton, ON, CA

Efficiently attending walk-in and booked client appointments for new client acquisitions, credit, investments and exploring further financial needs and cash flow management.• Making outbound calls on the proactive leads for pre-approved offers, mortgage renewals, investments and discuss about how we could offer them better banking experience • Effectively working with partners to ensure every client is being taken care of with their current and future goals, and creating a One RBC spirit in a hands-on, target-driven sales environment.• Achieving assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner.• Proactively educating the client about the digital channels and diverting the client for the self serve digital platforms of their choice.• Seeking on new client acquisition and maintaining good relationships with existing clients to drive business by looking out for new opportunities and referrals.

R A BHAVANS COLLEGE

Bachelor's Degree

ASIA ENGLISH SCHOOL

High School