Anjali Ramani
Toronto
Summary
Dynamic professional with an experience of 2 years and a track record of delivering exceptional client service and fostering collaborative relationships. Proficient in communication, organization, and problem-solving, with a keen eye for detail. Excited about leveraging these skills in a new capacity where administrative capability and people-oriented focus intersect, contributing to organizational effectiveness and growth.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Advisor
ScotiaPlaza, Scotiabank
04.2024 - 06.2024
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Managed risk within client portfolios by carefully selecting appropriate investments and maintaining proper asset allocation.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Customer Experience Associate
Scotiabank
07.2023 - 04.2024
- Proactively identified and resolved customer concerns, ensuring high satisfaction levels and contributing to the overall positive customer experience.
- Provided personalized assistance to customers, tailoring solutions to best meet their individual requirements.
- Achieved top-tier customer feedback scores by consistently providing exceptional service.
- Identified opportunities to cross-sell additional banking products and services based on customer needs and preferences, contributing to revenue generation.
- Assisted in training new employees on company policies, procedures, and best practices for delivering exceptional service.
Education
Post-Degree Certificate - Human Resource Management
York University
09.2023
Post Graduate Certificate - Financial Planning
Seneca College of Applied Arts And Technology
12.2022
BBA - Bachelor of Business Administration Honours
Ahmedabad University
11.2020
Skills
- Client Relations
- Accounting Handling and Management
- Operational Efficiency
- Teamwork and Collaboration
- Microsoft Excel
- Power BI
- SQL
- Tableau
Certification
- Canadian Securities Course (CSC)
Timeline
Financial Advisor
ScotiaPlaza, Scotiabank
04.2024 - 06.2024
Customer Experience Associate
Scotiabank
07.2023 - 04.2024
Post Graduate Certificate - Financial Planning
Seneca College of Applied Arts And Technology
Post-Degree Certificate - Human Resource Management
York University
BBA - Bachelor of Business Administration Honours
Ahmedabad University
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