Sameer Verma

Banking Advisor @National Bank of Canada

Brampton, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2024 — Present

Banking Advisor @National Bank of Canada

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Brampton, ON, CA

Listen to clients’ needs and resolve complex situations.Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.Support your clients through the mortgage renewal or renegotiation process.Ensure client satisfaction and engagement.Refer your clients to your specialist colleagues for their specific needs.Ensure adherence to compliance and risk management rules.

SKILLS

Microsoft OfficeMicrosoft ExcelMicrosoft WordCustomer ServicePowerpointEnglishResearchWindowsOutlookPhotoshopTeachingHtmlInvestmentsTeam Management

ABOUT SAMEER VERMA

An astute Banking and financial advisor with a demonstrated history of 10+ years of…

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Sameer Verma — Banking Advisor at National Bank of Canada in Brampton, ON, CA | Unifers