Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Akhilamadhuri Kasetti

Toronto,Canada

Summary

Highly skilled and customer-focused Financial Service Representative with experience in the financial industry. Adept at assessing client needs, providing comprehensive financial guidance, and offering tailored solutions to meet their financial goals. Possess a deep understanding of investment products, banking services, and insurance options. . Excellent communication and interpersonal abilities, with a demonstrated ability to explain complex financial concepts in a clear and concise manner. . Seeking to leverage my expertise and contribute to the success of a reputable financial institution.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Service Representative

TD Bank
10.2023 - Current
  • Proven ability to identify sales opportunities and manage objections
  • Data entry skills to input customer information accurately
  • Oral communication skills to explain complex financial concepts in an easy-to-understand manner
  • Interview skills to ask probing questions to determine customer needs
  • Multitasking and organizational skills to assist multiple clients with a variety of needs each day
  • Customer service skills to positively interact with customers who may be angry or distressed
  • Thorough understanding of banking products and services.
  • Proven track record of delivering exceptional service and building strong client relationships.
  • Committed to upholding the highest ethical standards and maintaining client confidentiality.

Financial Services Representative

Scotiabank
11.2022 - 06.2023
  • Maintained customer satisfaction with forward-thinking strategies focused.
  • Updated account information to maintain customer records.
  • Recorded account information to open new customer accounts.
  • Clarified customer issues and determined root cause of problems to resolve
  • Responded to customer requests for products, services and company information.
  • Maintained updated records of all financial transactions to support traceability.
  • Strong analytical skills combined with a meticulous attention to detail to ensure accurate and efficient financial transactions.


Education

Bachelors - Computer science engineering

JNTUH University
Hyderabad, Telangana

College diploma - IT Analyst

Lasalle College
Montréal, QC

Skills

  • Financial Services
  • Accounting
  • Microsoft office
  • Banking
  • CRM software
  • Share point
  • Customer support

Certification

Investment funds in Canada-In progess

Timeline

Financial Service Representative

TD Bank
10.2023 - Current

Financial Services Representative

Scotiabank
11.2022 - 06.2023

Bachelors - Computer science engineering

JNTUH University

College diploma - IT Analyst

Lasalle College

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Akhilamadhuri Kasetti