Karan Gandhi
Milton,ON
Summary
Highly skilled Relationship Manager with solid background in managing client relationships, resolving complex issues and promoting product growth. Strengths include robust interpersonal skills, strategic planning abilities, and aptitude for fostering positive rapport among staff and clients. In prior roles, significantly improved customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives.
Overview
12
12
years of professional experience
Work History
Relationship Manager, High Value Clients
TD Direct Investing
Ottaawa, Ontario
03.2020 - Current
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Analyzed market trends and identified potential new customers through research activities.
- Participated in industry events such as conferences and tradeshows to build brand awareness among prospects.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
Team Manager
TD Direct Investing
Ottawa, Canada
02.2019 - Current
- Manage a team of Investment Representatives & provide day to day Team leadership, work direction to ensure effective and efficient operations and delivery of services and solutions
- Lead, coach and develop employees to achieve business results and objectives
- Contribute to business objectives of operational excellence
- Lead and support a high performing team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and completed for all employees
- Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
- Support and participate in process improvement opportunities
- Ensure necessary due diligence to support the accuracy of all customer transactions / activities
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Investment Representative/ Transition Team Officer
TD Direct Investing
Ottawa, Canada
04.2016 - 01.2019
- Provide floor support, conduct side by side sessions, execute remote call listening thereby pro-actively identify gaps and coach new hires in nesting to aid smooth transition into their respective teams, thereby ensure new IRs are properly equipped to deliver expected results being self-reliant and independent
- Provide Excellence in Customer Service in a Team oriented, dynamic TD Direct Investing Investor Center in Ottawa
- Applying knowledge in accordance with Industry regulations with the execution of trading instructions and the service of customer accounts
- Execute client instructions in accordance with Industry and TD Direct Investing Trading policy
- Provide accurate, timely information on market activity and developments, company products and services and customer account information
- Proactively identify investor needs and offer appropriate solutions by learning about TD Direct investing products and services and their applicability to customer/ market situations
Customer Service Associate
MBNA, TD Bank Group
Ottawa, Canada
09.2014 - 03.2016
- As an inbound Contact center agent, provide timely and accurate guidance and service to credit cardholders thereby provide, prompt, courteous and efficient service that exceeds customer expectations
- Contribute to effective cost and risk control through productivity and adherence to corporate processes and controls
- Achieve departmental sales targets through recommendation of appropriate products and services which meet the ever changing customer needs
Operations Manager
Cash Shop Financial Services
Ottawa, Canada
01.2013 - 01.2014
- Supervising daily operations for 2 locations, account management and reconciliation and handling customer service enquiries professionally
- Conducting Cost effective operational sensitivity analysis which included Pay day loan default rate optimization to achieve reduced bad debt
- Providing regular training and coaching to Customer Service Associates on operational and financial procedures, customer service standards and fraud prevention
- Preparing regular financial updates, documentation and reports for senior management and governmental agencies as required
Education
Chartered Financial Analyst Level I -
01.2019
Canadian Securities Course (CSC) - Conduct and Practices Handbook (CPH), Derivatives Fundamentals and Options Licensing (DFOL)
01.2019
Options Supervisor Course & Branch Managers Course -
01.2017
Master of Engineering - Chemical Engineering
University of Ottawa
01.2014
Bachelor of Engineering - Chemical Engineering
India01.2010
Skills
- Self-motivated
- Value Proposition and Benefit Selling
- Subject Matter Expert
- IIROC Regulatory Standard Compliance
- Relationship Building
- Solution management
- Client acquisition
- Client Engagement
- Relationship building and management
- De-Escalation Techniques
Accomplishments
- Annual Merit Winner for FY 2018-2019
- Quarterly Merit Winner for Q4 2018-2019
- Winner of Throw down Call for 2017-2018 fiscal year in between Ottawa and Montreal ISC
- Monthly Merit winner for month of February 2018
- Was awarded the Quarterly Merit award for the 2nd quarter in 2015 with MBNA
Timeline
Relationship Manager, High Value Clients
TD Direct Investing
03.2020 - Current
Team Manager
TD Direct Investing
02.2019 - Current
Investment Representative/ Transition Team Officer
TD Direct Investing
04.2016 - 01.2019
Customer Service Associate
MBNA, TD Bank Group
09.2014 - 03.2016
Operations Manager
Cash Shop Financial Services
01.2013 - 01.2014
Chartered Financial Analyst Level I -
Canadian Securities Course (CSC) - Conduct and Practices Handbook (CPH), Derivatives Fundamentals and Options Licensing (DFOL)
Options Supervisor Course & Branch Managers Course -
Master of Engineering - Chemical Engineering
University of Ottawa
Bachelor of Engineering - Chemical Engineering
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