Kanika Jain
Scarborough,ON
Summary
Meticulous and diligent professional with specialization in Financial planning and services. With more than 2 years of experience in providing exceptional client experience.
Eagerly looking forward to progress and excel in the field of Finance
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker
Td Canada Trust
11.2022 - Current
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up mortgage application and providing investment advise
- Cross-sold bank products and services to meet customer needs and provide options.
- Licensed Mutual fund representative.
Financial Services Representative
CIBC
06.2021 - Current
- Client engagement- helping the clients with an exceptional personal experience , active listening and adding value to each client’s interaction.
- Understanding client needs by asking questions and proactively providing investment solutions such and discussing lending needs - Line of credit , mortgage and credit cards.
- Help clients to smoothen their banking Experience by providing solutions in a timely and effective manner.
- Played a key role in the latest Costco venture by CIBC by onboarding clients and most importantly taking ownership.
- Presented with the moment maker and client appreciation award.
Client Service Specialist
S & P Data Llc
09.2020 - 06.2021
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Cultivated customer loyalty, promoted repeat business and improved sales.
- One of the top performers for the collections
Education
Financial Planning
George Brown College
Toronto, ON01.2020
Skills
- Information Gathering
- Creative Solutions
- Critical thinking
- Softwares like CBS , Salesforce, Microsoft excel , PowerPoint, word , Outlook and Coins
Certification
- Certification in Canadian Investment Fund course (IFIC) and scored 93%
- Working on Certificate in financial service advice (CFSA)
Languages
Hindi
Professional Working
English
Full Professional
Additional Information
- https://www.linkedin.com/in/kanika-jain-531b04144
Timeline
Personal Banker
Td Canada Trust
11.2022 - Current
Financial Services Representative
CIBC
06.2021 - Current
Client Service Specialist
S & P Data Llc
09.2020 - 06.2021
Financial Planning
George Brown College
Similar Profiles
Alessandro PompiliAlessandro Pompili
Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)
Abhilash NyatiAbhilash Nyati
Personal Banker at TD Bank Group - TD Canada TrustPersonal Banker at TD Bank Group - TD Canada Trust
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)
Lu ZhangLu Zhang
Personal Banking Associate at TD Canada TrustPersonal Banking Associate at TD Canada Trust
Samanpreet KaurSamanpreet Kaur
Contact Center Representative & Insurance Sales Advisor at TD InsuranceContact Center Representative & Insurance Sales Advisor at TD Insurance