Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
Generic

Akshay Jaggi

Toronto

Summary

My recent role at ICICI Bank Canada honed my ability to enhance customer relationships and deliver personalized financial services. With a foundation in International Business Management from Niagara College, I excelled in cross-selling and managing revenue targets, contributing to our team's success in expanding our client base. Skills in financial analysis and managerial finance were pivotal in my approach to advisory and operational support. Committed to continuous improvement and leveraging my multilingual capabilities, our team thrived on providing top-notch service while driving significant business development initiatives.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Services Representative

ICICI Bank Canada
01.2023 - 07.2024
  • To provide personalized service to customers, understand customer needs and offer enhanced products and services to generate business
  • Build and increase customer relationship value by cross selling products and services based on customer needs
  • Attend to new customers and the customers referred by other team members to generate business
  • Process customer transactions in an efficient and timely manner
  • The FSO would carry the business and revenue targets through relationship management of the managed customer base and by generating new business from new customers walking into the branch or by conducting promotional/ sales activities outside the branch
  • Ensure achievement of monthly as well as annual business and revenue targets through existing relationship management and acquiring new customer base
  • Perform activities such as application processing, adhering to banks policies and procedures, updating customer profile to ensure AML/ATF polices are followed
  • Take ownership of client complaints/issues, initiating action, following up with respective units and resolving the problem within stipulated timeframe and keeping the clients informed during the process

Financial Services Consultant

ICICI Bank Canada
05.2022 - 12.2022
  • Banking Consultant helping in design and implementing business changes that drive industry-specific, function and digital operating model transformation, focusing on task relating to people and process
  • Industry experience within commercial/retail, banking payments and/or digital banking operations
  • Assisting students in getting their GIC account activated, along with assisting permanent staff in daily banking operations
  • Greeting bank customers and giving them advice regarding accounts and bank services
  • Answering customer questions about the bank's financial services

Manager

IndusInd Bank
08.2021 - 03.2022
  • Handling sales of CASA products, Mutual Funds, Life Insurance, Health Insurance, PMS, Credit/Debit Card, Home Loan and LAP
  • Responsible for end to end customer service for mapped clients
  • Source new to bank accounts to build Bank Book
  • Deepening family household penetration
  • Cross sell financial products to customers

Deputy Manager

IndusInd Bank
09.2019 - 08.2021
  • Inform customers about new products or products enhancements to further expand the banking relationship
  • Maintain complete relationship record for assigned customers account
  • Meeting and engaging with mapped clients to deepen banking relationship

Assistant Manager

HDFC Bank
05.2017 - 09.2019
  • Acquisition of new Preferred customers
  • Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers
  • Deepening the size of the relationship
  • Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers

Education

Internation Business Management - Business Administration and Management, General

Niagara College
12.2022

Bachelor of Commerce (B.Com.) - Business/Commerce, General

Guru Nanak Dev University
01.2016

Skills

  • Portfolio Management
  • Branch Banking
  • Financial Services
  • Customer Relationship Management
  • Cash Management
  • Cash Handling
  • Regulatory Compliance
  • Financial Product Sales
  • Customer Relationship Building
  • Relationship Management

Certification

  • IRDA
  • Verified International Academic

Languages

Punjabi
Elementary
English
Full Professional
Hindi
Limited Working

Timeline

Financial Services Representative

ICICI Bank Canada
01.2023 - 07.2024

Financial Services Consultant

ICICI Bank Canada
05.2022 - 12.2022

Manager

IndusInd Bank
08.2021 - 03.2022

Deputy Manager

IndusInd Bank
09.2019 - 08.2021

Assistant Manager

HDFC Bank
05.2017 - 09.2019

Bachelor of Commerce (B.Com.) - Business/Commerce, General

Guru Nanak Dev University

Internation Business Management - Business Administration and Management, General

Niagara College

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Akshay Jaggi