DEBDUTTA MUKHERJEE
Windsor,ON
Summary
Dynamic Customer Experience Manager ,a passionate people leader with a proven track record at Scotiabank and Costco Wholesale with over 15 years of Sales and customer service management. Demonstrated results excelling in targeted customer analysis, strategic investment planning along with focused retirement planning experience. Regular Winner of Best of the best awards Achieving on an average 195% individual performance as a Senior Financial Advisor, fostering strong client relationships and enhancing team productivity. Skilled in investment analysis and team leadership, driving exceptional customer satisfaction and loyalty.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Experience Manager
Scotiabank
09.2025 - Current
- Performed duties and provided service in accordance with established operating procedures and company policies. Supervising a team of 6 customer experience associate, regularly coached over 5 Financial advisors in branch with winning sales practise skills to meet sales target goals as a part of my personal development.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Supervised daily operations and sales functions over 100 transactions to maximize revenue, customer satisfaction, and employee productivity.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
Senior Financial Advisor
Scotiabank
05.2024 - 09.2025
- Assisted clients with financial planning to meet financial goals. Best of the best winner individual and top branch.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio. Achieved 195% in individual performance. Achieved Quarterly top performance award for the entire tenure.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts as well as peers to improve branch performance.
- Assisted and coached brokers ,partners ,peers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Demonstrated teamwork and true advice skills by referring on an average of 2 portfolio per quarter to wealth partners, business partners and in branch partners to achieve best in class financial solution for clients.
Financial Advisor
Scotiabank
09.2022 - 05.2024
- With a book over 500 existing clients, cultivated and strengthened relationships with new clients and educated clients on account services and capabilities. As a district top performer, owned my calendar and book of business by contacting over 30 clients via calls everyday.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
Education
Master of Management - Business
University of Windsor
Windsor04-2015
Skills
- Targeted customer analysis
- Team building
- Strategic planning
- Team leadership
- Customer relationship management (CRM)
- Investment Analysis
- Training programs
- Cross-functional collaboration
- Customer relationship management
Languages
Hindi
Native or Bilingual
Bengali
Native or Bilingual
English
Native or Bilingual
Marathi
Limited Working
Gujarati
Limited Working
Punjabi
Professional Working
Certification
RFRA - CIFP
BCO - CSI
Mutual Funds - IFC,CSI
Timeline
Customer Experience Manager
Scotiabank
09.2025 - Current
Senior Financial Advisor
Scotiabank
05.2024 - 09.2025
Financial Advisor
Scotiabank
09.2022 - 05.2024
Master of Management - Business
University of Windsor