Akshay Gandhi
Toronto,Canada
Summary
Accomplished financial services leader with a distinguished ability to cultivate and nurture client relationships, resulting in long-term partnerships and increased client satisfaction.
14 years of proven success in strategic planning, risk management, team development and client relations.
A leader recognized for mentoring and empowering team members, fostering a culture of growth and development.
Demonstrated success in inspiring and guiding teams to achieve their full potential, contributing to a high-performing and cohesive work environment.
Leading one of the top 25 branches in Canada with excellent Sales and retention records.
A strong collaborator when it comes to teaming up with partners across both RBC network and channels to create the OneRBC experience. Early adapter to changes and shown leadership through being a Group Advantage & Cross Border Champion along with a leader in digital penetration through My Advisor, E- hub.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Royal Bank of Canada (RBC)
Toronto, ON
11.2022 - Current
- Lead a diverse team of Sales and Service advisors responsible for providing an exceptional client experience, deepening existing client relationships and acquiring net new clients with advice and serve through digital, focusing on client digital enablement and leader, advisor and partner digital adoption.
- Coached and mentored a Conference winner Financial Advisor, a Leadership Model award winner Client Advisor and a top New client acquisition contributor Banking Advisor on my team in 2023.
- Conduct performance reviews, monitor employee goals, and provide feedback and coaching as necessary.
- As Branch Compliance Officer ensure compliance with internal policies and procedures as well as external regulations.
- Develop strategies for increasing customer satisfaction levels and improving service quality. Currently leading the Market.
- At 165% of target Volume and 150% of solutions for the year as at the end of Q3
- Manage and inspire team members to perform to full potential, driving branch profitability.
- Work cross-functionally to plan and establish branch goals, supporting strategic objectives.
Banking & Financial Advisor
Royal Bank of Canada (RBC)
Toronto, ON
07.2014 - 10.2022
- Going above and beyond, with a proven ability to establish and maintain strategic, collaborative relationships with a variety of clients, colleagues, and COIs
- A strong proponent of Digitally-Enabled Relationship Bank (DERB) by utilizing digital platforms such as MyAdvisor, OMNI which results in achieving superior client acquisition.
- Strong analytical background enhanced by reviewing clients’ financial data to create business cases for presentation to risk management. Handling complex credit like refinances, Credit lines, Loans and basic credit like credit cards.
- 35% overall YOY growth
- 114% YOY growth on Mortgage acquisitions, 59% YOY growth on Mortgage retentions.
- Amongst the 1st Advisor to do Group Advantage as an BA and FA from 2015- 2019.
Account Manager
HDFC Bank
Pune, India
01.2011 - 07.2013
- Handled various roles in the bank such as a Personal Banker, Corporate Account Manager and Customer Service Representative
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Provided training and guidance to new Account Managers.
- Resolved customer complaints in a timely manner.
- Sales presentations delivered about product features and advantages to a size of 200-300 new Joiners at the Key Corporate Accounts.
Executive Trainee - Campus Recruitment (MBA)
Vodafone Essar Cellular Limited
Pune, India
03.2007 - 03.2009
- Delivered store induction training for 25 days which included product and process training, soft skills, CRM and other tools.
- Collaborated with senior management to create strategies to improve business operations.
- Created presentations outlining the objectives, timeline, and budget for upcoming projects.
- Gathered data from multiple sources to analyze trends in customer service performance.
- Provided feedback on employee development plans based on their individual strengths and weaknesses.
- Handled knowledge management piece immaculately, getting the circle compliance from 54% to 97%
- Vendor Management – Managing the Outsourced outbound call centre.
Education
Applied Financial Planning 1 - Financial Planning
Canadian Securities Institute
Toronto, ONMBA - Marketing
University of Pune
Pune, India05.2007
Masters of Commerce - Commerce
University of Pune
Pune, India05.2005
Post Graduate Diploma in Foreign Trade - International Trade And Transportation Logistics Management
University of Pune
Pune, India10.2004
Bachelor of Commerce - Commerce
University of Pune
Pune, India05.2003
Advanced Diploma in German - Languages
University of Pune
Pune, India05.2003
Skills
- Sales
- Relationship Building and Management
- Account Retention
- Risk Management
- Team Leadership and Development
- Operations Management
- Account Management
- Revenue Generation
- Client relationship Management
- Communication and Presentation
- Adaptability and Change Management
- Problem solving and decision making
- Regulatory compliance
- Strong Interpersonal Skills
Affiliations
- Diversity and Inclusion Champion for Toronto North in the Greater Toronto Region at RBC
- Newcomers to Canada Champion at RBC
- Mentor to Newcomers at Culture Link.
Accomplishments
● Q1 2018 Performance Award as the INAUGURAL GROUP ADVANTAGE CHAMPION at RBC
● Q4 2015 Performance Award at RBC
● Q2 2015 Performance Award at RBC
● Winner of the “Restless” team award from the CEO for 2007-2008 at Vodafone
● Best Training Team award in the country for quarter ending March 2008 at Vodafone
Received award for significant performance in customer service from the CEO 2007 at Vodafone
Certification
- Advanced Financial Planning
- Scrum Master
Languages
English
Native/ Bilingual
Hindi
Native/ Bilingual
Marathi
Native/ Bilingual
German
Professional
Timeline
Assistant Branch Manager
Royal Bank of Canada (RBC)
11.2022 - Current
Banking & Financial Advisor
Royal Bank of Canada (RBC)
07.2014 - 10.2022
Account Manager
HDFC Bank
01.2011 - 07.2013
Executive Trainee - Campus Recruitment (MBA)
Vodafone Essar Cellular Limited
03.2007 - 03.2009
Applied Financial Planning 1 - Financial Planning
Canadian Securities Institute
MBA - Marketing
University of Pune
Masters of Commerce - Commerce
University of Pune
Post Graduate Diploma in Foreign Trade - International Trade And Transportation Logistics Management
University of Pune
Bachelor of Commerce - Commerce
University of Pune
Advanced Diploma in German - Languages
University of Pune
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