Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Pragneshkumar Soni

Adelaide,SA

Summary

Flexible hard worker ready to learn and contribute to team success. Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations. Friendly employee knowledgeable banking regulations and regulatory compliance. Offers great communication, collaboration, and organizational skills. Hospitable professional offering personality, professionalism and communication skills to successfully engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Responsible and motivated student ready to apply education in the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

13
13
years of professional experience

Work History

Personal Banker

Peoples Choice
Adelaide, SA
08.2022 - Current
  • Researched customer inquiries and reported findings in a timely manner.
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
  • Provided guidance on how best to utilize online banking tools for maximum benefit.
  • Used customer and bank records to investigate and correct errors upon customer request.
  • Created strategic financial solutions to suit individualized client needs.
  • Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Used product knowledge and abilities to execute consumer loans and other services.
  • Met with customers to analyze financial needs and maximize sales opportunities.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Maintained customer data confidentiality while inputting information into system.
  • Entered new account information into computers and filed related forms and other documents.
  • Followed operational standards, promoting security, risk management and compliance.
  • Provided customer service to clients, including answering questions and resolving issues.
  • Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
  • Participated in training sessions regarding new banking products or services.
  • Used currency-counting machine to count currency and received checks.
  • Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Maintained accurate records of all transactions conducted throughout the day.
  • Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
  • Maintained position of trust and responsibility by keeping customer business confidential.
  • Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
  • Recognized opportunities for cross-selling additional banking products or services.
  • Responded promptly to customer emails, phone calls and requests for information.
  • Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
  • Received mortgage and other loan payments by verifying payment dates and amounts due.
  • Greeted customers upon entering the bank and directed them to appropriate personnel or services.

Door-to-Door Sales Representative

Red Energy
Adelaide, SA
01.2022 - 05.2024
  • Convinced clients to purchase products or services by following persuasive script.
  • Resolved customer complaints in an efficient manner while maintaining a positive relationship with them.
  • Collaborated with other members of sales team to reach targets.
  • Studied geographic areas to identify potential buyers and increase door-to-door sales.
  • Maintained accurate records of sales activity using computer software programs.
  • Confirmed customer satisfaction with all aspects of sales process, including delivery time frames and price points.
  • Finalized paperwork for sales and service policies to lock in new customers.
  • Implemented effective strategies to increase customer retention rates.
  • Designed and distributed pamphlets and other literature about available products.
  • Resolved customer concerns and promptly answered inquiries to maintain satisfaction.
  • Developed prospect lists to define target criteria and zone in on potential customers.
  • Contacted satisfied customers to offer additional services.
  • Ensured compliance with relevant laws and regulations related to door-to-door selling practices.
  • Explained the benefits of purchasing the product compared to competitors' offerings.
  • Greeted customers at their door and introduced myself.
  • Developed a rapport with potential customers by engaging in friendly conversation.
  • Applied knowledge of consultative and relationship-driven sales techniques to drive new business opportunities with clients.
  • Participated in sales presentations, explaining and showcasing positive features and advantages of products or services.
  • Assessed customer needs through detailed questioning and presented products to fill those requirements.
  • Listened to customers to understand needs and put together optimal solutions.
  • Attended weekly team meetings to discuss sales strategies and targets.

Director

Adequate Transport Solutions Pty Ltd
Adelaide, SA
01.2016 - 01.2021
  • Planned and implemented strategies to grow revenue.
  • Cultivated strong relationships with customers by responding promptly to inquiries or complaints.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Built strong referral network to generate new business opportunities.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Developed and presented new ideas and conceptualized new approaches and solutions.
  • Developed policies and procedures to ensure compliance with corporate standards.
  • Analyzed problematic situations and occurrences to provide solutions and facilitate company survival and growth.
  • Recruited, hired, and trained employees on operations and performance expectations.
  • Implemented successful business strategies to increase revenue and target new markets.
  • Created effective business plans to focus strategic decisions on long-term objectives.

English Tutor

Self-employed
Adelaide, SA
01.2011 - 01.2021
  • Created and implemented individual lesson plans based on student learning styles.
  • Organized activities that allowed for interactive learning experiences for all levels of learners.
  • Presented tutoring workshops and academic support sessions for small groups.
  • Aided students in computer laboratories and other out-of-classroom academic environments.
  • Provided guidance on essay structure, sentence structure, spelling and grammar mistakes during review sessions with individual students or small groups of them.
  • Implemented curriculums to develop subject matter knowledge in pupils.
  • Researched and recommended textbooks, software and other learning materials to complement tutoring.
  • Provided feedback to students on their strengths, weaknesses, and progress.
  • Attended training sessions, enhancing tutoring practices and techniques.
  • Assisted students in developing reading comprehension strategies, grammar rules, and writing techniques.
  • Evaluated student success through quizzes and tests at the end of units or courses.
  • Collaborated with other tutors regarding best practices for teaching English language skills effectively.
  • Monitored student progress and offered additional help when needed.
  • Collaborated with parents and teachers to determine student needs, develop tutoring plans and assess student progress.
  • Developed and implemented individualized lesson plans for students based on their needs and learning styles.
  • Facilitated group discussions among peers focusing on topics related to English literature.
  • Encouraged open dialogue between myself and the students about their work and goals.
  • Conducted assessments regularly to evaluate student understanding of concepts taught in class.
  • Tutored advanced level learners on topics like argumentative writing and literary analysis.
  • Addressed student learning needs through diverse teaching styles.
  • Instructed small groups of students in English language fundamentals.
  • Taught note-taking techniques and test strategies.
  • Built student confidence through positive reinforcement.
  • Recommended appropriate resources such as books or websites for further study outside of class time.
  • Reviewed class materials and discussed reading assignments, boosting comprehension.
  • Used various teaching materials such as textbooks, audio recordings, videos, worksheets. to enhance instruction.

Education

High School Diploma -

Cert IV in TESOL
TAFE SA
01-2011

Master of Arts - English Language And Literature

L D ARTS AND COMMERCE COLLEGE
Overseas
03-2001

Bachelor of Arts - English Literature

Arts And Commerce College, Vyara
Overseas
03-1999

Skills

  • Cross-Selling and Upselling
  • Banking
  • Wealth Management
  • Member Support

Languages

Hindi
Full Professional
Gujarati
Full Professional

Timeline

Personal Banker

Peoples Choice
08.2022 - Current

Door-to-Door Sales Representative

Red Energy
01.2022 - 05.2024

Director

Adequate Transport Solutions Pty Ltd
01.2016 - 01.2021

English Tutor

Self-employed
01.2011 - 01.2021

High School Diploma -

Cert IV in TESOL

Master of Arts - English Language And Literature

L D ARTS AND COMMERCE COLLEGE

Bachelor of Arts - English Literature

Arts And Commerce College, Vyara
Pragneshkumar Soni