Deepshikha Dhiman
Summary
Experienced with client relationship management and banking operations. Utilizes financial analysis and risk assessment to enhance client satisfaction and retention. Strong understanding of team collaboration and adaptability in dynamic environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Manager, Banking Operations
Coast Capital Savings
07.2022 - Current
- Managed a diverse portfolio of high-net-worth clients, resulting in expanded revenue growth.
- Coordinated with internal departments to facilitate seamless transaction processing for relationship banking clients.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Achieved 133 percent of annual target of the year which is also, contributing to overall business growth of branch.
- Helping customers in various products mutual fund Investments, term deposits, mortgage.
Member Advice Specialist
Coast Capital Savings Credit Union
12.2021 - 07.2022
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Worked effectively in fast-paced environments.
- Helping Members with discovery process and guiding them towards their goal to save money or buy property
- Collected, arranged, and input information into database system.
- Helping members understand about different products and service offered at coast capital savings
Financial Advisor
Easy Financial
04.2020 - 12.2021
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helping member with Loan application and explaining them the process
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Customer Service Representative
Money Mart
09.2019 - 04.2020
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Met customer call guidelines for service levels, handle time and productivity.
- Cross-trained and provided backup support for organizational leadership.
- Educated customers about billing, payment processing and support policies and procedures.
- Investigated and resolved customer inquiries and complaints quickly.
Education
Post Degree Diploma - Human Resources And Leadership
Camosun College
Victoria, None05-2019
Bachelor of Commerce - Economics
Punjab University
Chandigarh08-2017
Skills
- Relationship building
- Financial management
- Team leadership
- Decision-making
- Time management
- Customer service
- Credit analysis
- Teamwork and collaboration
- Verbal and written communication
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
Completed CSC, PFSA, Financial Planning 1 and Financial Planning 2
Working Towards CFA.
Timeline
Relationship Manager, Banking Operations
Coast Capital Savings
07.2022 - Current
Member Advice Specialist
Coast Capital Savings Credit Union
12.2021 - 07.2022
Financial Advisor
Easy Financial
04.2020 - 12.2021
Customer Service Representative
Money Mart
09.2019 - 04.2020
Completed CSC, PFSA, Financial Planning 1 and Financial Planning 2
Working Towards CFA.
Post Degree Diploma - Human Resources And Leadership
Camosun College
Bachelor of Commerce - Economics
Punjab University
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