Neha Sharma
Kingston,Canada
Summary
Professional client service expert, adept in delivering tailored solutions and fostering strong client relationships. Known for exceptional team collaboration, adaptability, and driving impactful results. Strong skills in communication, problem-solving, and understanding client needs. Highly reliable and ready to thrive in dynamic environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Advisor
Royal Bank of Canada
09.2024 - 03.2025
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), internet, and email communication
- Knowledge of general office procedures and equipment
- Strong written and verbal communication; experienced in proofreading and drafting correspondence
- Excellent organizational, analytical, and problem-solving skills
- Capable of reconciling financial documents, reviewing invoices and resolving discrepancies.
- Coordinated and supported multi-projects, demonstrating excellent organizational skills and ability to shift gears and prioritize tasks.
- Utilized advanced proficiency in software or tools like Microsoft Office Suite, and Google Workspace, to streamline processes to ensure accuracy in documentation and communication.
- Delivered exceptional interpersonal skills, fostering positive relationships and creating a professional impression for the organization.
- Demonstrated a service-oriented approach with an emphasis on supporting clients, stakeholders, and patients.
- Maintained confidentiality and discretion in handling sensitive information, ensuring the highest level of professionalism and compliance with healthcare privacy standards.
Personal Banker
Bank of Montreal
07.2023 - 08.2024
- Acquired, built, and maintained active client book of business worth in quarterly sales.
- Experience in research and writing skills, including proven experience designing and carrying out policy-oriented research in taxation.
- Proficient in common office software such as Word, Excel, Outlook, PowerPoint, and Power BI to prepare and analyze various materials, spreadsheets and conduct searches.
- Expert knowledge of university research-related and financial policies and procedures or equivalent organizational policies.
- Provided financial and budget management support services.
- Ability to show initiative, take ownership, and work effectively on diverse and complex issues under time constraints.
- Strong analytical, interpretive, and problem-solving skills.
- Demonstrated leadership and the ability to work independently as well as in a team environment.
- Self-starter with the ability to work independently but at the same time work effectively within a team environment.
- A good knowledge of international taxation, including transfer pricing, is a requirement.
Client Advisor/Banking Advisor
Royal Bank of Canada
12.2018 - 06.2023
- Managed client relationships to address concerns and monitor account performance.
- Recommended tailored investments, trusts, and life insurance plans to address needs.
- Adhered to industry rules and regulations to support investment lifecycles.
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
- 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 memorable client experience, drive sales, and retain business
- Recommended banking products and services to members based on individual requirements.
- Collaborated across departments to process investment, mortgage, and insurance documentation.
- Obtained credit records from reporting agencies to aid in the decision-making process for each application.
- Investigated and resolved customers' account errors, corrected bank records, and eliminated discrepancies.
- Managed the bank safety deposit system, issued keys, and admitted customers to the vault.
- Assessed the creditworthiness of applicants by obtaining histories from reporting agencies.
- Evaluated consumer loan applications per consumer lending policies and underwriting guidelines to make correct decisions.
Education
Bachelor of Business Administration -
World Education Services
05.2013
Mutual Fund License - undefined
Investment Funds Institute of Canada
04.2023
Skills
- Client interaction
- Cross-selling techniques
- Client retention strategies
- Consultative selling
- Relationship management
Languages
English
Certification
IFIC MUTUAL FUNDS
Timeline
Client Advisor
Royal Bank of Canada
09.2024 - 03.2025
Personal Banker
Bank of Montreal
07.2023 - 08.2024
Client Advisor/Banking Advisor
Royal Bank of Canada
12.2018 - 06.2023
Mutual Fund License - undefined
Investment Funds Institute of Canada
Bachelor of Business Administration -
World Education Services
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