Summary
Overview
Work History
Education
Skills
Accomplishments
Websites
Timeline
Generic

NIKITAKUMARI SINGH

Guelph,Canada

Summary

Looking for an organization and job responsibility that enables me to learn Canadian culture and people by delivering services in line with my passion. To make use of my interpersonal skills to achieve the goals of a company that focuses on customer satisfaction and customer experience. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

9
9
years of professional experience

Work History

Shift Supervisor

Tim Hortons
Guelph
11.2023 - 06.2024
  • Scheduled and directed staff in daily work assignments to maximize productivity
  • Efficiency resolved problems or concerns to the satisfaction of all involved parties
  • Continually monitored restaurant and took appropriate action to ensure food quality and service standards were consistently met
  • Assigned task and oversaw the direction of employees to ensure compliance with food safety procedures and quality control guidelines
  • Exhibited thorough knowledge of foods, beverages, supervisory duties, service techniques, and guest interactions
  • Minimized loss and misuse of equipment through proper restaurant supervision and staff training
  • Developed and maintained exceptional customer service standards
  • Consistently maintained high levels of cleanliness, organization, storage, and sanitation of food and beverage products to ensure quality
  • Communicated well and used strong interpersonal skills to establish positive relationships with guests and employees
  • Counseled and disciplined staff when necessary
  • Consistently obtained highest rating from the country health department.
  • Performed cash handling duties such as counting money, balancing registers, and preparing bank deposits.
  • Responded promptly to customer inquiries or complaints in a professional manner.
  • Ensured all safety and sanitation regulations were met throughout the shift.
  • Addressed any issues that arose during the shift in a proactive manner.
  • Served as a role model for other employees by demonstrating professional behavior at all times.
  • Developed strategies for improving operational efficiency and customer service levels.

Senior Manager

MOTILAL OSWAL FINANCIAL SERVICES LTD
08.2022 - 05.2023
  • Dealing with Investment Products like Portfolio management services, Alternative Investment Funds (Category II, Category III), Private Equity, Bond, NCDs, Structure Products, Demat
  • Trading, Life-Insurance, General Insurance, Health Insurance, and handling team of 24 people where I must generate revenue through their business and give them training about the job role.
  • Analyzed data from market research surveys to identify trends and develop actionable insights for organizational growth.
  • Monitored competitor activities to anticipate changes in the industry landscape and design appropriate response measures.
  • Implemented new technologies such as ERP systems or CRM tools to streamline business processes.

Preferred Relationship Manager

HDFC BANK LTD
11.2021 - 07.2022
  • Dealing with HNI and Ultra HNI clients for Savings account with funding of 5 Lakh or 30 Lac Total Relationship value and doing all financial planning like Portfolio Management Services, IREF, Private Equity, AIF (Alternative investment fund), Life Insurance, General Insurance, Fixed Deposits and Mutual Fund
  • We have a self-source target.
  • Conducted regular meetings with clients to review their financial portfolios and discuss any changes or updates.
  • Reviewed documents pertaining to loan applications, mortgages, credit cards and other financial instruments provided by the bank.
  • Gathered data from various sources to assess current customer preferences and develop targeted marketing plans accordingly.
  • Provided guidance on investment decisions, such as stocks, bonds, mutual funds, insurance products and other investments.

Associate Manager

DBS Bank (Development Bank of Singapore)
06.2021 - 11.2021
  • Dealing with HNI and Ultra HNI clients for Savings account with funding of 5 Lakh or 30 Lac Total Relationship value and doing all financial planning like Portfolio Management Services, IREF, Private Equity, AIF (Alternative investment fund), Life Insurance, General Insurance, Fixed Deposits and Mutual Fund
  • We have a self-source target.
  • Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.

DEPUTY MANAGER IN AFFLUENT SEGMENT (BURGUNDY CHANNEL)

AXIS BANK LTD
07.2019 - 06.2021
  • Dealing with HNI and Ultra HNI clients for Savings account with funding of 5 Lakh or 30 Lac Total Relationship value and doing all financial planning like Portfolio Management Services, IREF, Private Equity, AIF (Alternative investment fund), Life Insurance, General Insurance, PPF, SME loan, all type of loan, Fixed Deposits and Mutual Fund
  • We have a self-source target plus branch business target also for that we are getting incentives
  • Here I am looking 3 Branch
  • Which is coming into my territory.
  • Worked closely with customers to understand needs and resolve diverse issues.

ASSISTANT MANAGER IN INVESTMENT PRODUCTS

MOTILAL OSWAL FINANCIAL SERVICES LTD
09.2017 - 06.2019
  • Dealing with HNI and Ultra HNI clients for Portfolio management services (PMS), IREF, Private Equity, AIF (Alternative Investment Fund), Structure Products like MLDs (Market linked Debentures), NCDs (Non-Convertible Debentures), Bonds and handling team of 18 peoples for activation and getting incentive for that.
  • Managed customer service inquiries and complaints in a timely manner.

Senior Relationship Manager

ICICI ASSET MANAGEMENT COMPANY
10.2016 - 09.2017
  • My profile was to generate leads for mutual fund and Portfolio Management Services and close the deal for generating revenue for the company
  • Doing activities for generating leads in company and societies for marketing of ICICI Prudential Mutual Funds and Portfolio Management services.

Business Development Manager

KIFS (Khandwala Integrated Financial Services)
02.2015 - 10.2016
  • My profile was to source customer for Demat & Trading account and generate brokerage by doing trading in shares
  • Meanwhile we were sourcing customer for advance brokerage plan for instant revenue.
  • Prepared reports on sales performance metrics such as revenue growth rate, conversion rates and lead-to-customer ratios.

Education

Graduate Certificate - Business Analysis

Conestoga College
Guelph, ON
04-2024

MBA(Finance) -

Shri Jairambhai Institute of Technology Management and computer application (NICM) Gandhinagar
01.2016

BCOM -

Dr. V.R. Godhania Mahila Arts, Commerce and Homes Science college. Porbandar
01.2013

12th Std. -

ST. Mary’s Sec. & High Sec School Porbandar
01.2010

10th Std. -

M.E.M Higher Sec School Porbandar
01.2008

Skills

  • Certified MS Office Professional for MS Excel; MS Office
  • Tally
  • Supervisory Skills
  • Customer-Oriented
  • Adaptable
  • Performance Improvement
  • Team Management
  • Customer Loyalty
  • Inventory Control and Record Keeping
  • Staff Scheduling
  • Marketing Strategies
  • Staff Training
  • Sales Techniques
  • Decision Making
  • Quality Assurance
  • Financial Management
  • Problem Solving
  • Organizational Skills
  • Vendor Relations
  • Customer Service
  • Time Management
  • Effective Communication
  • Strategic Planning
  • Expense Tracking
  • Money Handling
  • Employee Supervision
  • Relationship Building
  • Continuous Improvement
  • Financial Transactions

Accomplishments

  • Certificate of IRDA for Insurance Certificate.
  • Certificate of Completion in Business Analysis Essential Tools and Techniques.
  • Certificate of Course completed in Learning Excel - Data Analysis.
  • Certificate of Completion in Accounting Foundations statement of cash flows.
  • Certificate of Best Business performance of the year in ICICI Prudential Mutual Funds.
  • Certificate of NISM Series VA Mutual Fund Distributors Certification Examination.
  • Certificate of Participation Co-ordination in the National Seminar on Changing Trends in Management Education.
  • Certificate of One day State Level Workshop on User Producer Interface- (Use of Statistics in Research).
  • Certificate of State level Sport Badminton Competition.
  • Certificate of State level Sport Tug of War Competition.
  • Certificate of State level Sport Coordinated in Chess.
  • Certificate of State level Sport Kabaddi Competition.
  • Certificate of Communication Skills Development Programmed.
  • Certificate of Global Country Study Report on Bio-technology Industry.

Timeline

Shift Supervisor

Tim Hortons
11.2023 - 06.2024

Senior Manager

MOTILAL OSWAL FINANCIAL SERVICES LTD
08.2022 - 05.2023

Preferred Relationship Manager

HDFC BANK LTD
11.2021 - 07.2022

Associate Manager

DBS Bank (Development Bank of Singapore)
06.2021 - 11.2021

DEPUTY MANAGER IN AFFLUENT SEGMENT (BURGUNDY CHANNEL)

AXIS BANK LTD
07.2019 - 06.2021

ASSISTANT MANAGER IN INVESTMENT PRODUCTS

MOTILAL OSWAL FINANCIAL SERVICES LTD
09.2017 - 06.2019

Senior Relationship Manager

ICICI ASSET MANAGEMENT COMPANY
10.2016 - 09.2017

Business Development Manager

KIFS (Khandwala Integrated Financial Services)
02.2015 - 10.2016

Graduate Certificate - Business Analysis

Conestoga College

MBA(Finance) -

Shri Jairambhai Institute of Technology Management and computer application (NICM) Gandhinagar

BCOM -

Dr. V.R. Godhania Mahila Arts, Commerce and Homes Science college. Porbandar

12th Std. -

ST. Mary’s Sec. & High Sec School Porbandar

10th Std. -

M.E.M Higher Sec School Porbandar
NIKITAKUMARI SINGH