GARGI DESHPANDE
Ottawa,ON
Summary
Highly motivated and results-oriented professional with a proven track record in sales, finance, and customer experience. Possessing two years of experience specializing in serving High Net Worth Individuals (HNIs) in a banking environment, with an additional year dedicated to customer experience roles. Skilled in building strong client relationships and providing tailored financial solutions. Currently pursuing certifications to become a financial planner, demonstrating a commitment to expanding expertise and delivering comprehensive financial advice. Strong communicator with a proactive approach to career development within the finance sector.
Overview
5
5
years of professional experience
1
1
Certification
Work History
CEA
TD CANADA TRUST BANK
05.2023 - Current
- Process customer cash deposits and withdrawals, cheques, transfers, bills, credit cards payments, money orders, and other related banking transactions
- Obtain and process information required for the provision of services such as opening of accounts, savings plans and purchasing bonds
- Sell traveller's cheques, foreign currencies, and money order
- Answer enquiries and resolve problems or discrepancies concerning customers account
- Inform customers of available banking products and services to address their needs.
Relationship Manager
ICICI Bank
Karnataka , India
11.2019 - 10.2024
- Established strong client relationships to drive business development.
- Developed marketing plan based on client data to acquire new relationships and expand existing ones.
- Acted with minimal direction in self-directed capacities to resolve issues and implement strategies.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Participated in industry events such as conferences and tradeshows to build brand awareness among prospects.
- Provided training sessions for colleagues on best practices related to relationship management.
Education
Post-Graduate Certificate in Financial Services in Canadian Context - Banking And Finance
ALGONQUIN COLLEGE
Ottawa, ON09-2022
MBA - Finance
INSTITUTE OF MANAGEMENT EDUCATION AND RESEARCH
Karnataka, India11.2016
Bachelors In Commerce - Accounts And Finance
GOGTE COLLEGE OF COMMERCE
Karnataka India05.2014
Skills
- Customer Service
- Relationship Building
- Self-Directed
- Problem-Solving
- Conflict Resolution
- Stock Market Expertise
- Lead Generation
- Financial Planning
- Advising on Investments
Certification
- Certificate of Diploma in Communication Skills
- Diploma in Entrepreneurship Development
- CIFP Financial Planning I
- CIFP Advanced Financial Planning
- CIFP Insurance and Estate Planning
- CIFP Registered Savings and Retirement Course
Timeline
CEA
TD CANADA TRUST BANK
05.2023 - Current
Relationship Manager
ICICI Bank
11.2019 - 10.2024
Post-Graduate Certificate in Financial Services in Canadian Context - Banking And Finance
ALGONQUIN COLLEGE
MBA - Finance
INSTITUTE OF MANAGEMENT EDUCATION AND RESEARCH
Bachelors In Commerce - Accounts And Finance
GOGTE COLLEGE OF COMMERCE
- Certificate of Diploma in Communication Skills
- Diploma in Entrepreneurship Development
- CIFP Financial Planning I
- CIFP Advanced Financial Planning
- CIFP Insurance and Estate Planning
- CIFP Registered Savings and Retirement Course
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