Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

HARSH THAKKAR

Victoria,British Columbia

Summary

Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.

Overview

5
5
years of professional experience

Work History

Manager, Client Advice

CIBC
11.2024 - Current
  • Lead, coach, and develop a team of client service and financial service professionals, fostering a positive and collaborative team environment
  • Model exceptional client service by deepening relationships, resolving complaints, and empowering clients to use self-service channels
  • Collaborate with Banking Centre Leader to monitor business performance, implement action plans to address gaps, and drive overall performance improvements
  • Coach and recognize team members, fostering a supportive and productive work culture, while recruiting employees who align with CIBC values
  • Demonstrate a strong commitment to putting clients first, providing the right solutions and going the extra mile to meet their needs
  • Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in the local community
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.

Financial Advisor

Royal Bank of Canada
03.2024 - 10.2024
  • Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients
  • Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
  • Use my own advice capabilities, and those of the right partner in the RBC ecosystem to meet clients' entire suite of financial needs, both personal and business
  • Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
  • Champion digital enablement by proactively educating clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice
  • Make good use of technology to connect with clients both virtually and face to face
  • Implement effective contact and relationship building strategies that accelerate new client acquisition and retention in your local community
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice
  • Act as a manager during the branch manager's absence in handling the branch operations
  • Responsible for training and development of tellers and advisors during the HSBC acquisition

Banking Advisor

Royal Bank of Canada
10.2021 - 12.2022
  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
  • Deliver results through strong sales management routines and coaching ability
  • Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experience
  • Coached my team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage

Financial Service Representative

goeasy - easyfinancial
06.2020 - 09.2021
  • Opening loan accounts applications to access the credit worthiness
  • Assisting clients by providing personal loans to address financial objectives such as bill payments, living expenses and debt consolidation
  • Researching and evaluating loan applicant's financial status, references, credit and ability to repay the loan based on their debt-to-income ratio
  • Providing tailored solutions for past due clients to bring their account in good standing and stop any negative impact on their credit and borrowing ability
  • Submitting and working credit and loan applications with credit educator department
  • Providing alternative solutions to clients that are not approved
  • Proactively engage with clients to build strong relationships with clients
  • Combination of retention activities and outbound calls to generate business
  • Demonstrating compassion and empathy towards clients while managing collection activities
  • Performing payment transactions in the branch with cash, debit/credit, cheque or over the phone

Education

Certificate in Financial Services Advice (CFSA) -

Canadian Securities Institute
12.2023

Financial Planning 1 -

Canadian Securities Institute
12.2023

Personal Financial Service Advice -

Canadian Securities Institute
12.2022

Investment Funds in Canada -

Canadian Securities Institute
12.2021

Post Degree Diploma in Business Administration -

Camosun College
12.2019

Bachelor of Commerce (BCom) -

University of Mumbai
12.2017

Certificate Program in Investment Banking Operations (CPIBO) -

Bombay Stock Exchange (BSE) Institute Ltd.
12.2017

Skills

  • 6 years of experience in the retail industry, providing excellent client service, leadership and management
  • Highly adaptable, flexible, organized and a self-motivated person
  • Currently pursuing Financial Planning 2 with Canadian Securities Institution, towards the path of completing CFP designation
  • Client relationship management
  • Operations management

Awards

  • Winner of Quarterly Excellence Award for Q1 in 2023 with RBC.
  • Privileged to be a recipient of a scholarship provided by Bombay Stock Exchange (BSE) Institute Limited for the Certificate Program in Investment Banking operations (CPIBO).
  • Selected to be a part of a scholarship program by R.D. Sethna Scholarship Trust Fund for studying in Canada.
  • Reviewed on google by clients for demonstrating superior client service.

Timeline

Manager, Client Advice

CIBC
11.2024 - Current

Financial Advisor

Royal Bank of Canada
03.2024 - 10.2024

Banking Advisor

Royal Bank of Canada
10.2021 - 12.2022

Financial Service Representative

goeasy - easyfinancial
06.2020 - 09.2021

Financial Planning 1 -

Canadian Securities Institute

Personal Financial Service Advice -

Canadian Securities Institute

Investment Funds in Canada -

Canadian Securities Institute

Post Degree Diploma in Business Administration -

Camosun College

Bachelor of Commerce (BCom) -

University of Mumbai

Certificate Program in Investment Banking Operations (CPIBO) -

Bombay Stock Exchange (BSE) Institute Ltd.

Certificate in Financial Services Advice (CFSA) -

Canadian Securities Institute

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