Ajita Dixit

• Deliver exceptional client experiences by understanding individual financial goals and recommending suitable banking solutions, including lending and investment products.
• Engaged clients throughout branch and community, uncovering banking needs, providing personalized advice, and identifying sales and referral opportunities, resulting in enhanced client satisfaction.
• Expert in Medical Professional and Special Program Line of Credit solutions, supporting clients with tailored lending options and providing guidance throughout the application process.
• Proactively take ownership of resolving and preventing client banking concerns while maintaining strong client relationships and trust.
• Actively listen and engage clients in meaningful conversations to understand their financial needs, goals, and priorities.
• Identify opportunities for referrals and collaborate with internal partners, including mortgage specialists, investment professionals, and financial advisors, to provide comprehensive solutions.
• Cultivate and maintain strong relationships with partners and community members to maximize business opportunities and client outcomes.
• Educated clients on digital banking technology, enhancing confidence, driving adoption, and improving overall client experience.
• Assisted clients with full range of financial transactions, ensuring accuracy, compliance, and operational excellence, contributing to seamless client interactions.
• Manage risk by following RBC policies, procedures, compliance requirements, and client protection standards.

Achievements & Professional Development

• Preparing for Personal Financial Services Advice (PFSA) certification and FP1 (Financial Planning 1) examination.
• Completed Canadian Investment Funds Course (CIFC) certification.
• Completed IFIC Investment Funds in Canada Exam Preparation training.

• Engaged with clients in branch, delivering exceptional service by completing transactions and identifying opportunities for advice, solutions, digital enablement, and partner introductions.
• Take proactive ownership of resolving and preventing client banking issues, ensuring client satisfaction and retention.
• Contributed to team success by identifying opportunities for additional advice, introducing clients to RBC partners, and personally fulfilling client solutions.
• Utilized technology to educate clients on banking solutions, enhancing client experience and supporting business retention.
• Cultivate and maintain strong relationships with partners to collaborate effectively as one unified RBC team.
• Manage risks by adhering to compliance routines, processes, and controls to safeguard client and shareholder interests while completing transactions.

• Scheduled appointments, meetings, and events for management staff, optimizing time management and workflow.
• Coordinated with clients and insurance companies to track customer applications through calls and emails, enhancing communication and support.
• Coordinating different meetings, and scheduling appointments and tasks
• Organized and updated client data in electronic database
• Maintained documents to support the smooth operation of work.
• Processed customer billing transactions and managed cash handling
• Provided secretarial and office management support while building cooperative working relationships.
• Organized files, developed spreadsheets, faxed reports and scanned documents, and maintained the front desk and reception area neat and organized.
• Created spreadsheets in Microsoft Excel for record-keeping and reporting.
• Responded to customer issues to provide immediate resolution and improve retention.
• Updated system to organize office documentation, maximizing efficiency and increasing productivity.
• Pleasantly welcomed visitors, answered phone calls, and maintained the front reception desk.
• Maintained accuracy of department and customer records through regular updates, supporting data integrity and operational efficiency.

• Operated cash register or POS system to receive cash, check, and credit, card payments.
• Accepted cash and credit card payments, issued receipts, and provided change.
• Oversaw multiple store operations independently to ensure efficiency., including cash management, to maintain operational efficiency.
• Ensured optimal team member coverage during busy periods by working at various positions.
• Responded promptly to issues requiring attention during shifts to ensure smooth operations.
• Finalized all necessary shift documentation to maintain accurate records. and follows principles of sanitation and safety in handling food and equipment.
• Monitored marketing campaigns and tailored customer service to align with promotional activities.

• Led learning activities for children in assigned numeracy station to promote engagement and skill development.
• Cultivated positive learning environment to enhance self-motivation.
• Supported instructors by preparing session reports and documenting observation notes after each session.

• Developed and introduced enrichment class for struggling students to improve foundational skills for progression.
• Facilitated student-led sessions by encouraging peers to solve theorems and questions on whiteboard, enhancing engagement.
• Established positive classroom environment to foster collaborative learning and student confidence.
• Taught multiple mathematics sections including Trigonometry, Statistics, Circles, Triangles, Polynomials, Surface areas and Volumes etc.
• Assessed the students' performance twice in a month through assignment and tests.
• Developed question papers based on final examination for grade 8-10.
• Helped and trained assistant teachers in answer sheets evaluation.
• Meeting parents and assessing pupils' performance throughout the term.
• Attended parent-teacher interviews and provided input on children's achievements and progress.

• Delivered engaging lessons on mathematical logic, matrices, trigonometric functions, pairs of straight lines, and linear programming, fostering student interest and understanding.
• Established a positive classroom environment based on respect for oneself and others.
• Guided students in mastering challenging topics using diverse resources and practical applications, enhancing their academic performance.
• Developed skills in delivering effective lectures, engaging students, communicating with parents during meetings, and refining teaching style through mentorship from IIT faculty.
• Supervised exam activities to ensure academic integrity. and answer sheet evaluator for all competition level exams in the Institute.

• Implemented engaging lessons that fostered student participation and understanding.
• Refined teaching methods based on feedback to improve student learning outcomes.
• Developed assessments and evaluations to provide clear insights into student performance.
• Covered 10th CBSE Mathematics syllabus within 2 months with 4 practice test exams.

• Taught Differential Calculus, Analytical Trigonometry, Theory of Equations & Integral Calculus to engineering students.
• Prepared term examination papers and conducted exams in collaboration with other faculties.
• Coordinated with various faculties to develop curriculum and manage exam/class scheduling.