Krushna Badheka
Prince Albert,SK
Summary
Dedicated and results-oriented Client Advisor with 5 months of experience and a cleared IFC certification. Passionate about providing exceptional service to clients and possessing a strong understanding of financial products and services. Proven ability to build and maintain client relationships by actively listening to their needs and offering tailored solutions. Skilled in communicating complex financial concepts enabling me to effectively meet the diverse needs of individuals and business.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Advisor
RBC Bank
03.2024 - Current
- Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
- Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
- Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfills client solutions
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to work as one RBC team
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.
Front Store Manager
Rubicon Pharmacies
07.2021 - 12.2021
- Conducted inventory counts by assessing current state of inventory integrity against target accuracy levels and tracking variances
- Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
- Understand customer needs and guide customers to the right section for appropriate solutions while exercising good judgement in confidential matters
- Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
- Work effectively as a team, use and learn from each other’s knowledge and support your co-workers to resolve customer issues
- Attention to problem solving by listening, asking questions, and putting myself in the client’s shoes
Store Manager
Subway
12.2019 - 07.2021
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
Customer Sales Supervisor
Petro Canada
01.2021 - 06.2021
- Identified and corrected performance and personnel issues to reduce impact to business operations
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Achieved monthly sales targets through strong leadership and effective management of team resources.
Education
Postgraduate in Business Management -
Saskatchewan Polytechnic
Moose Jaw, SK04.2019
Bachelor’s Degree in Commerce -
Maharaja Krishnakumarsinhji Bhavnagar Uni
Bhavnagar, Gujarat04.2017
Skills
- Client interaction
- Customer Service
- Problem-Solving
- Relationship Management
- Portfolio Management
- Referral Coordination
- Financial Services
- Client Relationship Management
- communication skill
- Teamwork and Collaboration
Relevantskillsknowledge
07/2021, 12/2021, Leadership, Ability to train and lead within a team setting, ensuring success of each employee, Responsible, determined, and resilient in a team setting, Can work effectively under stress, problem solving, and creating success with difficult situations, Communication, Personal Skills, & Attitudes, Experience in delivering exceptional client service and Client Relationship management., A strong ability to work with a variety of people with different backgrounds and abilities, Lengthy experience effectively working with individuals with English as a second language, Excellent time management to complete required tasks within appropriate time frames, Proven ability to work independently, as well as in a team setting, Data Management & Administrative Experience, Maintenance of files and records, attention to detail, Ensuring proper protocol for secure filing of confidential information, Computer: Microsoft Office (Word, Excel, PowerPoint), Internet
References
References available upon request.
Certification
- IFIC
Certification
Investment Funds Institute Of Canada
Timeline
Client Advisor
RBC Bank
03.2024 - Current
Front Store Manager
Rubicon Pharmacies
07.2021 - 12.2021
Customer Sales Supervisor
Petro Canada
01.2021 - 06.2021
Store Manager
Subway
12.2019 - 07.2021
Postgraduate in Business Management -
Saskatchewan Polytechnic
Bachelor’s Degree in Commerce -
Maharaja Krishnakumarsinhji Bhavnagar Uni
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