Avani Nirmal
Scarborough,ON
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
3
3
years of professional experience
Work History
Finance Intern
RSPN & Co
05.2021 - 11.2021
- Conducted outbound cold calling to target audience and customers introducing financial products and services
- Assisted in conducting risk assessment and compliance reviews
- Maintained relationships addressing customers' financial needs while exceeding monthly sales targets
- Collaborated with team members to ensure seamless execution of client transactions and requests
- Maintained accurate records of client interactions and updated CRM system.
- Analyzed financial data and presented meaningful insights to senior management.
- Performed ad-hoc financial analyses as requested by management, supporting strategic decisionmaking.
Customer Relationship Executive
Rupee Co-Op Bank Ltd.
07.2021 - 09.2022
- Managed a portfolio of key accounts, ensuring optimal levels of service delivery and maintaining long-term relationships.
- Enhanced customer loyalty by consistently delivering personalized service experiences tailored to individual preferences.
- Contributed to customer retention efforts by resolving complex issues promptly and professionally.
- Assisted in the development of new marketing strategies to boost sales and revenue.
- Performed detailed data analysis on customer feedback, leading to actionable insights for business growth initiatives.
- Exhibited high energy and professionalism when dealing with clients and staff.
Team Member
Tim Hortons
09.2023 - Current
- Delivering outstanding customer experience and professionally providing recommendations
- Keep labour costs under control and encourage productivity
- Assist in annual employee reviews and implementing strategies to best derive customer satisfaction.
- Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods.
Education
Post Graduation Diploma - Financial Compliance Service Administration
Seneca College
Toronto, ON04.2024
Post Graduation Diploma - Financial Planning
Seneca College
Toronto, ON04.2023
BBA - Finance
Pune University
05.2022
Skills
- Teamwork and Collaboration
- Problem Resolution
- Customer Relations
- Product Knowledge
- Money handling abilities
- Administrative and Office Support
- Data entry proficiency
extra curricular
- Member, SPPU University Finance Club
• Volunteer, HDFC Bank.
• Sports oriented with active participation in Seneca recreation badminton team and travelling.
References
Available on request
Timeline
Team Member
Tim Hortons
09.2023 - Current
Customer Relationship Executive
Rupee Co-Op Bank Ltd.
07.2021 - 09.2022
Finance Intern
RSPN & Co
05.2021 - 11.2021
Post Graduation Diploma - Financial Compliance Service Administration
Seneca College
Post Graduation Diploma - Financial Planning
Seneca College
BBA - Finance
Pune University
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