Amol Chhitta
Milton,ON
Summary
Current Supervisor of the RBC Wealth Management Account Transfers Investigation Team, recognized for success in leadership and guiding teams teams towards a high standard of performance, while also acting as a problem-solver and subject matter expert. Adept at tapping into new and established resources in order to ensure flexible and seamless transitions, as well as ongoing future success for the team.
Overview
15
15
years of professional experience
Work History
Operations Supervisor – Transfers Investigations
RBC Wealth Management
11.2022 - Current
- Subject matter expert and key resource for Transfers Department, providing product knowledge, technical expertise, and problem solving, including bridging potential gaps in highly specific knowledge during changeover of entire Transfers senior management team in late 2022
- Leading development of new transfer tool to improve front office visibility on transfers along with other department initiatives.
- Interviewing, and onboarding new team members, as well as auditing and coaching ongoing work, providing feedback to manager for performance assessment
- Managing escalations, and high priority inquiries for RBC Business Units, and industry participants.
- Broad knowledge of full processes, systems and software (BTS, CDS, FundServ, IAS, Operations Hub, MyHR, WorkDay, Service Link, JEFE, OnDemand, etc.
Operations Associate - Transfers Investigations
RBC Wealth Management
09.2019 - 11.2022
- In charge of prioritizing, delegating and executing large volumes of follow ups and branch escalations for both transfers in and out of RBC; ensuring SLA's and company standards are met.
- Transfers subject matter expert, mentoring junior staff members, providing guidance and support to enhance professional growth and skill development.
- Consistently met deadlines under high-pressure situations demonstrating strong multitasking abilities.
Operations Associate - Account Transfers
RBC Royal Bank - Retail Banking
01.2018 - 09.2019
- Developed strong product knowledge to provide informed recommendations based on individual account requirements.
- Increased SLA success rates by quickly resolving issues.
- Collaborated with team members to develop best practices for consistent branch updates.
- Handled escalations efficiently, finding satisfactory resolutions for clients, advisors and RBC alike.
- Exceeded performance metrics consistently, earning recognition as top performer within team.
Client Services & Projects Manager
Keller Williams Realty Solutions
11.2016 - 01.2018
- Managing client services; ensuring high quality responses to queries and issues from clients, agents, and vendors across multiple platforms.
- Developing and overseeing lead generation tools, and client database system.
- Project Management of Listings - including pre-listing preparation of homes, staging, sourcing of all trades, logistics, photography/video, etc.
- Developed strong relationships with vendors, negotiating contracts to support cost-effective solutions.
- Increased customer satisfaction, maintaining open communication lines between clients and team throughout project lifecycle.
Operations Manager
The Home Depot
09.2013 - 11.2016
- Managed multiple departments, including Customer Service & Operations.
- Improved operational efficiency by streamlining processes and implementing cost-saving measures.
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
- Achieved higher employee retention rates by fostering a positive work environment and providing opportunities for professional growth.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Led hiring, onboarding and training of new hires.
Financial Reporting Supervisor
Stryker
11.2008 - 10.2013
- Prepared monthly financial reporting, including P&L statements, variance analysis, and territory sales performance metrics.
- Improved financial reporting accuracy by streamlining data collection and analysis processes.
- Collaborated with internal teams to develop comprehensive financial reports that provided valuable insights into business performance.
- Managed team of finance professionals, providing guidance and support to enhance their skills and improve overall department productivity.
- Supported senior management decision-making by preparing detailed ad-hoc analyses on various aspects of the company's finances.
Education
Currently Enrolled in Canadian Securities Course - Financial Services
Canadian Securities Institute
Toronto2024
Bachelor of Administrative & Commercial Studies: Administration & Finance Concentration -
University of Western Ontario
London, ON01.2006
Skills
- Outgoing, personable leader with the ability to work independently and highly motivated to help drive a team toward success
- Detail oriented, and organized with the ability to manage multiple functions at once, as well address escalations, and problem solve
- Team Building and People Management – Hiring, on-boarding, training, mentoring, and recognition; fostering teamwork and knowledge transfer
- Overseeing and coaching teams through time sensitive, complex and specialized procedures
- Extensive understanding of Wealth Management Canada business and culture
- Communicating clearly with management and other parties
- Highly adaptable and able understand and shift priorities in order to meet daily business needs
- Able to quickly learn new processes and become a subject matter expert
- Implementing process improvement while applying change management, supporting team members through the process
- Experience with Wealth Management Canada applications
Accomplishments
- Q1 2024 RBC Wealth Management Team Quarterly Performance Award
- 2023 RBC Annual Leadership Model Award
- Q1 2023 Q1 RBC Wealth Management Individual Quarterly Performance Award
- Q3 2022 RBC Wealth Management Team Quarterly Performance Award
- Q3 2021 RBC Wealth Management Individual Quarterly Performance Award
Timeline
Operations Supervisor – Transfers Investigations
RBC Wealth Management
11.2022 - Current
Operations Associate - Transfers Investigations
RBC Wealth Management
09.2019 - 11.2022
Operations Associate - Account Transfers
RBC Royal Bank - Retail Banking
01.2018 - 09.2019
Client Services & Projects Manager
Keller Williams Realty Solutions
11.2016 - 01.2018
Operations Manager
The Home Depot
09.2013 - 11.2016
Financial Reporting Supervisor
Stryker
11.2008 - 10.2013
Currently Enrolled in Canadian Securities Course - Financial Services
Canadian Securities Institute
Bachelor of Administrative & Commercial Studies: Administration & Finance Concentration -
University of Western Ontario
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