Avi Ghotra
Toronto,ON
Summary
Highly motivated and results-driven professional with a diverse background in finance, entrepreneurship, and marketing. Excellent communication and leadership skills, fostering collaboration and achieving organizational objectives. A dynamic and adaptable individual, seeking opportunities to apply expertise to create value and drive sustainable business success.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Operations Officer
TD Canada Trust
Mississauga, ON
03.2025 - Current
- Coordinated the preparation and distribution of financial and account documentation to internal teams and external fulfillment partners, ensuring accuracy and compliance with bank standards.
- Managed high volumes of time-sensitive requests while consistently meeting strict operational deadlines.
- Acted as a primary point of contact for fulfillment partners, providing clear communication, status updates, and issue resolution to support smooth transaction processing.
- Performed detailed administrative and operational tasks, including data entry, document verification, and file maintenance within internal banking systems.
Customer Experience Associate
TD Canada Trust
Toronto, ON
10.2023 - 03.2025
- Delivered exceptional customer service by identifying clients' financial needs and recommending tailored banking solutions, enhancing customer satisfaction and loyalty.
- Accurately processed daily transactions, including deposits, withdrawals, and payments, while adhering to bank policies and minimizing errors.
- Surpassed personal sales targets by proactively recognizing client priorities, promoting tailored banking solutions, and delivering exceptional service, contributing to increased product adoption.
- Resolved customer inquiries and concerns efficiently, demonstrating professionalism and a client-focused approach to maintain trust and satisfaction.
Administrative Clerk
Intercity Realty
Vaughan, ON
09.2020 - 07.2023
- Managed day-to-day administrative tasks, including filing, data entry, and record keeping for real estate transactions.
- Provided excellent customer service, addressing client inquiries via phone, email, and in-person with professionalism.
- Maintained accurate financial records, including tracking invoices, processing payments, and reconciling accounts.
- Contributed to closing high-value property deals by providing timely support and accurate documentation.
Education
Bachelor of Commerce - Honors Finance
York University
Toronto, ON12.2023
High School Diploma -
Emily Carr Secondary School
Vaughan, ON06-2019
Skills
- Financial Analysis
- Advanced MS Office knowledge
- Team development
- Customer Relations
- Market Research
- Data Analysis
- Multitasking and prioritization
- Critical thinking
- Organization
- Sensitive material handling
Certification
Fundamentals of Digital Marketing Certificate
- Google [05/2022]
Project Management Certificate
- Google [05/2022]
Timeline
Operations Officer
TD Canada Trust
03.2025 - Current
Customer Experience Associate
TD Canada Trust
10.2023 - 03.2025
Administrative Clerk
Intercity Realty
09.2020 - 07.2023
Bachelor of Commerce - Honors Finance
York University
High School Diploma -
Emily Carr Secondary School