Nidhi Thakkar
Toronto,ON
Summary
Dynamic and attentive Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Personal Banker
BMO Bank of Montreal
01.2022 - Current
- Provides quality sales and delivers exceptional customer service.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Make outbound calls looking for establishing new accounts for high net worth individuals and existing accounts to maximize revenue.
- Achieve weekly sales target and improving sales techniques.
- Learn new investment markets trends and practices.
- Maintain relationships with bank partners such as financial planners, Investor line, mortgage specialist by identifying opportunities.
- Successfully led the team through new banking updates by daily/weekly huddles.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Education
Post-Secondary Graduation in BA and Accounting -
York University
Bachelors in BA, Majors in Banking and insurance -
Mumbai University
Mumbai, IndiaSkills
- Problem-solving
- Analytical
- Sales expertise
- Financial Planning
- Portfolio assessment
- Banking operations knowledge
- Customer Satisfaction
- Relationship building and management
Certification
- MS Office Suite
- IFIC - Investments Funds Institute of Canada
- RISR and Lending Qualified
- BCO - Branch Compliance Officer's Course - Pursuing
References
Available upon request.
Languages
English
Full Professional
Timeline
Personal Banker
BMO Bank of Montreal
01.2022 - Current
Post-Secondary Graduation in BA and Accounting -
York University
Bachelors in BA, Majors in Banking and insurance -
Mumbai University
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