Anisha Chopra
Surrey,Canada
Summary
Welcoming Banking Advisor with two years background working in financial institution setting and three years working experience in management.Adept to communication and clients skills throughout my career in various industries. Desire to build exceptional client experience and passionate to help clients meet their needs and solve their concerns.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Banking Advisor
Royal Bank of Canada (RBC)
03.2022 - 03.2024
- Assisted the clients for buying investments like GICs, Mutual funds and others as a Mutual Fund Representative.
- Devised and recommended tailored financial strategies to help clients meet their goals and objectives
- Managed inbound client inquiries, delivering prompt and customized solutions to their needs
- Proactively engaged with potential clients, highlighting the benefits of our services and products
- Crafted and delivered compelling presentations on financial services to groups to expand client base
- Conducted thorough client interviews to assess financial status, including income, expenses, insurance, and tax obligations
- Maintained the highest level of confidentiality with client information, ensuring its use solely for legitimate business purposes
- Provided expert advice on cash management, investment planning, retirement options, and estate planning to optimize client financial health.
Medical Office Assistant
MG Medical Clinic
09.2021 - 03.2022
- Upheld strict confidentiality in managing sensitive patient treatment records
- Efficiently escorted patients to examination rooms, provided clear explanations, and prepared them for physician consultations
- Coordinated patient appointment scheduling through both telephone and in-person interactions
- Executed patient check-in procedures, including information verification, insurance validation, and co-payment processing
- Accurately submitted diagnostic and procedural codes for insurance billing purposes
- Streamlined medical supply inventory, ensuring essential items were consistently stocked and available
- Diligently entered procedure and diagnosis codes into specialized medical billing software
- Communicated with pharmacies to manage prescription orders and refills via phone and fax
- Developed and maintained an organized patient chart filing system for expedited staff access
- Proficient in utilizing Accuro and Orcsoft software platforms for appointment scheduling and medical procedure arrangements
- Promptly distributed laboratory results to appropriate clinical staff, ensuring seamless patient care continuity.
Assistant Manager
Bates Restaurants Ltd.
09.2017 - 10.2021
- Streamlined team productivity through effective delegation of daily tasks
- Managed schedules, workflows, and shift coverage to align with business requirements
- Maintained up-to-date on-call rosters and efficiently processed incoming communications.
- Obtained skills of maintaining invoices and cash reconciliation while managing POS system and sending deposits to bank.
Education
IFIC - Mutual Funds
Canadian Securities Institute
BCPURSUING PERSONAL FINANCIAL SERVICE ADVICE(PFSA) -
PDD IN BUSINESS ADMINISTRATION -
BACHELOR'S IN COMMERCE -
CPM- CERTIFIED PROFESSIONAL MANAGER -
01.2019
FIRST AID CERTIFICATE -
01.2016
Skills
- OAT PROGRAMS KNOWLEDGE
- ACCURO AND ORCSOFT SOFTWARES
- EXPERTISE
- DATABASE ENTRY
- TYPING SPEED 45 WPM
- PRODUCT AND SERVICE KNOWLEDGE
- SALES MONITORING
- GRAPHIC AND MEDIA DESIGN
- ORIENTATING AND TRAINING
- MICROSOFT OFFICE EXPERTISE
- STAFF TRAINING AND DEVELOPMENT
- CUSTOMER RELATIONS
- CONSULTATIVE SALES
- CLIENT INTERACTION
- FINANCIAL SERVICES
- STOCK MARKET EXPERTISE
- MAKING INSURANCE DECISIONS
- UNDERSTANDING TAX LAW
- ACCOUNTING AND BUDGETING AS REQUIRED
Timeline
Banking Advisor
Royal Bank of Canada (RBC)
03.2022 - 03.2024
Medical Office Assistant
MG Medical Clinic
09.2021 - 03.2022
Assistant Manager
Bates Restaurants Ltd.
09.2017 - 10.2021
IFIC - Mutual Funds
Canadian Securities Institute
PURSUING PERSONAL FINANCIAL SERVICE ADVICE(PFSA) -
PDD IN BUSINESS ADMINISTRATION -
BACHELOR'S IN COMMERCE -
CPM- CERTIFIED PROFESSIONAL MANAGER -
FIRST AID CERTIFICATE -
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
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