Pranali Mistry
Whitehorse
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Experience and knowledge in RBC processes of Credit, Estate and Investments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Banking Advisor
Royal Bank Of Canada, RBC
12.2020 - Current
- Increased client satisfaction by providing personalized banking solutions and financial advice in Whitehorse community.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Improved branch sales performance by cross-selling various banking products and services, including Value Program.
- Conducted comprehensive financial reviews to identify clients'' needs and recommend appropriate solutions.
- Provided guidance on investment options, helping clients make informed decisions to achieve their financial goals.
- Contributed to client retention efforts by maintaining a high level of professionalism and exceptional customer support.
- Streamlined loan application processes for clients, resulting in quicker approvals and increased satisfaction levels.
- Assisted in training new employees, sharing best practices in achieving excellent customer service standards.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Recognized as one of the best performers for two quarters in 2023. Also won the One RBC Team Award for 2023.
- Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.
Customer Service Representative
Heys International
08.2019 - 11.2020
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Resolved on an average 350 product or service problems by clarifying customer complaints; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
- Addressed 10-15 website and social media feedback per day, converting them into renewal customers
Public Relations Specialist
Adfactors PR
03.2018 - 02.2019
- Enhanced brand visibility by executing strategic media campaigns and utilizing social media platforms.
- Secured positive press coverage for clients through targeted outreach and effective storytelling techniques.
- Managed crisis communications, mitigating potential damage to client reputation and restoring public trust.
- Built strong relationships with key media contacts, resulting in increased opportunities for client exposure.
- Organized successful events such as product launches and press conferences to create buzz around client brands.
- Collaborated closely with internal teams and clients to develop cohesive messaging strategies that resonated with target audiences.
Public Relations Coordinator
Perfect Relations
04.2016 - 02.2018
- Developed well-crafted press releases, resulting in increased media attention for clients.
- Cultivated strong relationships with key influencers, leading to increased brand awareness and credibility.
- Assisted in crisis management efforts by crafting appropriate responses and mitigating potential damage to client reputation.
- Supported internal communications initiatives by developing company newsletters, intranet updates, and employee engagement materials.
Advertising Account Executive
Marshmallow
02.2014 - 09.2015
- Developed tailored advertising strategies for clients in various industries, resulting in more targeted campaigns and increased ROI.
- Collaborated with creative teams to produce high-quality advertisements that met client objectives and exceeded expectations.
- Built strong relationships with clients by providing exceptional service, communication, and ongoing support throughout the campaign lifecycle.
Education
MBA - Integrated Marketing Communications
Shanti Business School
Ahmedabad, India03.2014
BBA - Commerce
VNSGU
Valsad, India03.2012
Skills
- Loan Processing
- Investment Banking Services
- Financial analysis
- Attention to detail
- Customer service
- Conflict resolution
- Credit assessment
- Time management
Certification
- Investment Funds In Canada
Languages
English
Full Professional
Hindi
Full Professional
Gujarati
Full Professional
Timeline
Banking Advisor
Royal Bank Of Canada, RBC
12.2020 - Current
Customer Service Representative
Heys International
08.2019 - 11.2020
Public Relations Specialist
Adfactors PR
03.2018 - 02.2019
Public Relations Coordinator
Perfect Relations
04.2016 - 02.2018
Advertising Account Executive
Marshmallow
02.2014 - 09.2015
MBA - Integrated Marketing Communications
Shanti Business School
BBA - Commerce
VNSGU
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