GUNJAN NARULA

[email protected] • 987261221
LinkedIn: linkedin.com/in/gunjan-narula

PROFESSIONAL SUMMARY

Dynamic Learning and Development Trainer with over 7 years of specialized experience in the Banking and Finance sectors, adept at designing and delivering impactful training programs that drive employee performance and regulatory compliance. Proven track record of increasing training engagement by 30% and reducing onboarding time by 25% through innovative e-learning solutions and financial software proficiency. Committed to fostering continuous professional growth and aligning learning strategies with evolving industry standards to support organizational goals and enhance workforce capabilities.

WORK EXPERIENCE

Trainer, Learning and Development
08/2022 - 08/2025
CI Assante Wealth Management , Toronto, ON
• Design and develop comprehensive learning programs including curriculum development, instructional materials, and training modules aligned with organizational goals and objectives
• Facilitate engaging and interactive training sessions using various instructional techniques such as presentations, classroom trainings, group discussions and e-learning platforms like Articulate 360
• Deliver a variety of training programs including Foundations, Best Practices, RESP (Registered Education Savings Plan), Navigator (Salesforce) and Estates, ensuring comprehensive understanding and effective application of these topics among staff members
• Collaborate with subject matter experts, department managers, and other stakeholders to gather and incorporate relevant content, ensuring the accuracy and relevance of training materials
• Provide learning support by offering individual coaching, mentoring, and support to employees seeking additional assistance
• Utilize JIRA to track project progress, prioritize tasks and ensure timely delivery of milestones
• Manage employee support and trainings for various enterprise technology solutions, including Navigator (Salesforce), Navigator Financial Reporting, Navigator Cloud Drive (Box), ActionPRO, Fee-based platform, iContact and new solutions as they are integrated
Financial Services Representative
05/2021 - 07/2022
CI Assante Wealth Management , Toronto, ON
• Delivered exceptional and timely assistance to financial advisors, assistants, dealerships, and investors, addressing mutual fund and account-related inquiries with utmost professionalism
• Administered updates to investment accounts, including trading stocks and mutual funds, managing account and personal information changes, and providing technical support
• Assisted advisors and clients in various account-related tasks, such as account opening, online access, transfers, purchases/redemptions, taxation, distributions, and financial adjustments
• Ensured a positive client experience by consistently delivering high-quality customer service to both new and existing clients, fostering long-term relationships and client satisfaction
Financial Services Representative
02/2020 - 04/2021
CIBC , Toronto, ON
• Proactively reached out to clients to suggest new and existing financial services solutions to help them to reach their financial goals
• Made outbound calls, identified opportunities, and scheduled appointments for existing CIBC clients along with answering inbound calls and assisting clients with their banking needs
• Deeply understand suite of products and collaborate with others to ensure clients are connected to the right people and opportunities. Proactively suggested banking options that help clients make their ambition a reality
• Focused on each client experience and connected on a personal level to offer an exceptional client experience. Engaged in client-focused interactions that are meaningful and deliver trusted advice
• Provided support to the branch through teamwork by ensuring that clients’ needs have been taken care of. Resolved client problems and referring or escalating to appropriate departments
Branch Manager
08/2011 - 08/2019
State Bank of India
• Oversaw retail branch operation, set budgets in consultation with management, administered branch operations and supervised a team
• Led, mentored, and monitored the performance of the team members to ensure efficiency in sales and making sure that all the members are adequately trained on all the processes
• Successfully established relationships with new clients and retained existing business while addressing their financial needs, provided, suggested personalized solutions (banking, credit, investment) based on their financial goals
• Identified opportunities for business growth and added new business growth of C$4.3 million to the branch portfolio in one year. Customer advances increased by more than 200% while total business grew by nearly 80%
• Was pivotal in branch achieving the top rating of A+ in Risk Focused Internal Audit with considerable improvement in Credit Management and Operations Management scores
Assistant Branch Manager
06/2009 - 07/2011
State Bank of India
• Assisted clients with full range of branch operations and walked them smoothly through their financial transactions along with resolving and preventing their banking problems ensuring memorable client experience
• Worked extensively in retail credit, understanding the credit needs of the clients, advised them with the suitable products
• Performed financial analysis to screen and evaluate credit applications, assessed worthiness, and recommended for approval or rejection
• Responsible for post-sanction account conduct, followed up for their maintenance and repayments, employed various methods of recovery
• Educated and helped clients to migrate to various digital banking services and alternate channels including mobile banking, online banking and ATM services

EDUCATION

Master of Business Administration (Finance)
01/2009
Guru Nanak Dev University , Punjab, India
Investment Funds in Canada (IFIC)
01/2018

SKILLS

CERTIFICATIONS

Investment Funds in Canada (IFIC)
01/2018

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