Kanchana Kanchana
Toronto,Canada
Summary
Dynamic professional with a proven track record at excelling in client relationship management and investment risk analysis. Adept at delivering tailored financial solutions and enhancing client confidence through effective communication. Recognized for high-volume multitasking and achieving significant improvements in service processes, driving client satisfaction and operational efficiency.
Overview
10
10
years of professional experience
Work History
Senior Client Relations Representative
Mackenzie Investments
04.2023 - Current
- Collaborated with financial advisors, dealers, and financial institutions to resolve outstanding documentation and account-related issues, ensuring timely account access for clients.
- Delivered tailored solutions by identifying client needs and guiding them to appropriate services, resulting in improved client satisfaction.
- Educated clients on Mackenzie products and services, enhancing financial knowledge and confidence.
- Handled high-volume inbound and outbound client interactions via phone, email, and fax, ensuring accuracy and compliance.
- Participated in internal focus groups, providing feedback that enhanced client experience and streamlined service processes.
Assistant Front Office Manager
Novotel
Toronto, Canada
08.2022 - 03.2023
- Coordinated daily front desk operations, supporting Front Office Manager to enhance departmental efficiency and guest experience.
- Trained, coached, and motivated teams, driving achievement of upselling and revenue targets.
- Monitored cash handling, security procedures, and brand service standards to maintain operational integrity and guest trust.
- Oversaw night audit functions and preparation of daily financial reports.
- Contributed to budget preparation and financial planning initiatives, aligning departmental goals with business strategy to support overall financial objectives.
CSR
National Money Mart
Toronto, Canada
02.2022 - 08.2022
- Delivered high-quality customer service in fast-paced financial retail environment, resulting in increased customer satisfaction.
- Processed loan issuance, cheque cashing, and financial transactions while applying risk assessment and compliance procedures.
- Onboarded new customers, streamlining processes and reducing transaction time.
- Promoted financial products and services, helping to meet and exceed business targets.
- Managed daily cash handling, foreign currency, and end-of-shift handovers with a high level of accuracy.
GSA (Part-Time)
The Westin Harbour Castle
Toronto, Canada
12.2021 - 02.2022
- Coordinated check-in and check-out processes to enhance customer experience.
- Delivered front desk services that improved guest satisfaction and streamlined operations.
- Assisted guests in resolving issues to ensure comfort throughout their stay.
- Met upsell and enrollment targets through effective customer engagement.
Assistant Manager Front Office
The Westin Chennai Velachery
Velachery, India
09.2018 - 03.2020
- Supported Assistant Front Office Manager and Front Office Manager in streamlining Front Desk operations, contributing to improved service efficiency.
- Executed night audits and prepared morning reports, ensuring financial reporting accuracy and facilitating seamless daily operations.
- Oversaw the Duty Manager cash float and performed timely cash audits.
- Addressed guest complaints and grievances, resulting in enhanced guest satisfaction and loyalty.
Graduate Management Associate
The St Regis Mumbai
Mumbai, India
08.2016 - 09.2018
- Oversaw arrival, stay, and departure of VIP guests, ensuring seamless experience and accuracy of guest folios.
- Resolved guest complaints and concerns efficiently, enhancing overall guest satisfaction.
- Delivered exceptional customer service consistently, emphasizing hospitality to enhance guest experience.
- Managed check-in and check-out processes at reception, achieving highest upselling rates through strategic promotion of hotel services and facilities.
- Maintained composure while managing multiple tasks, ensuring smooth operations and guest satisfaction.
Education
Global Hospitality Business Development -
Seneca
Toronto04-2022
Bachelor of Hotel Management -
Army Institute of Hotel Management And Catering Technology
India06-2016
Skills
- Investment Risk Analysis
- Portfolio Management
- Investment Analysis
- Financial Documentation & Accuracy
- Client relationship management
- Client communication
- High‑volume multitasking
- Administrative coordination
- Verbal communication
Languages
- English
- Hindi
Timeline
Senior Client Relations Representative
Mackenzie Investments
04.2023 - Current
Assistant Front Office Manager
Novotel
08.2022 - 03.2023
CSR
National Money Mart
02.2022 - 08.2022
GSA (Part-Time)
The Westin Harbour Castle
12.2021 - 02.2022
Assistant Manager Front Office
The Westin Chennai Velachery
09.2018 - 03.2020
Graduate Management Associate
The St Regis Mumbai
08.2016 - 09.2018
Global Hospitality Business Development -
Seneca
Bachelor of Hotel Management -
Army Institute of Hotel Management And Catering Technology