Priya Vaid
Banking Advisor @RBC
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WORK HISTORY
Banking Advisor @RBC
Mississauga, ON, CA
Engaged with clients in branch and community to uncover banking needs and provide advice• Leveraged technology to drive sales, deliver memorable client experiences, and retain business• Actively listened to clients, resolved banking problems, and cultivated relationships for referrals
EDUCATION
D.A.V. College, Jalandhar
Bachelor of Commerce - B.Com, Business/Commerce, General
Humber College
International Marketing
ABOUT PRIYA VAID
Dedicated and results-driven Business Development and Marketing Associate with a proven track record of success in nurturing client relationships and driving business growth. With a Bachelor\'s in Commerce and a background in Global Business Management - Marketing from esteemed institutions like Humber College and D.A.V. College, I bring over three years of experience in client-centric roles that demand strategic thinking and exceptional communication skills.One of my pivotal achievements lies in my role as a Client Advisor at the Royal Bank of Canada, where I demonstrated my proficiency in educating clients on digital tools, fostering collaborative solutions, and ensuring high levels of client satisfaction. By managing the highest number of digitally assisted clients in the community and maintaining strong relationships with RBC partners, I contributed significantly to the team\'s success, closing an average of 980k referrals per month.In my previous role at Captivate LLC, I excel in executing strategic outreach initiatives, leveraging a combination of cold calling, email campaigns, and social media outreach to generate new business opportunities. My ability to identify and profile key individuals in targeted accounts has resulted in a significant contribution to our closed business, with a record of booking 36 meetings monthly and achieving a 37% conversion rate in 2023.My skill set encompasses a diverse range of abilities, including efficient time management, prioritization of client needs, and adeptness at handling fast-paced environments with precision and attention to detail. I excel in oral and written communication, adapt to change with flexibility and proactive initiative, and actively contribute as a reliable team player in a positive work environment.Driven by a passion for delivering exceptional client experiences and a commitment to continuous learning and growth, I am now seeking a challenging role in Customer Success Leadership. With a focus on solution planning, delivery execution, and program management, I am eager to leverage my skills and expertise to drive tangible results and make a meaningful impact in the field of business development and marketing.
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