Pavitha Pious
Cambridge,ON
Summary
To work for an organization this provides me the opportunity to improve my skills and knowledge to growth along with the organization objective.
Professional advisor with strong focus on achieving results and fostering team collaboration. Skilled in strategic planning, problem-solving, and client relationship management. Known for adaptability and reliability in dynamic environments. Prepared to deliver impactful solutions and drive success in any advisory role.
Overview
8
8
years of professional experience
Work History
COE Account Opening Adviosr
Royal Bank of Canada, RBC
03.2024 - Current
- Led initiatives to improve customer satisfaction through targeted advisory services.
- Mentored junior advisors, enhancing team performance and service delivery efficiency.
- Developed strategic recommendations based on client assessments and industry trends.
- Facilitated training sessions to enhance staff knowledge of product offerings and best practices.
Senior Banking Advisor
Royal Bank of Canada
02.2023 - 03.2024
- Handling clients inquires and proactively resolving client concerns related bank account, loans, investments, credit cards, Mortgages, line of credit, overdraft, limit increase on credit cards and bank accounts, profile maintenance, using e-transfer tool to cancel / check status of e-transfer compliant handling, booking appointments, managing client relationship, Digital enablement, online and mobile banking enrolment and password reset, avion points handling redemption, statement inquiries, fraud management, password reset, applying for Overdraft protection, complaint handling, interest reversal and service charge reversal for eligible clients, cheque order, currency order, points exchange partner airlines, etc.
- Work at Home
- Advised clients on financial products and services to enhance their banking experience.
Cards Advisor
Royal Bank of Canada
04.2022 - 02.2023
- Handling Client calls related Credit cards, including limit increase, card decline reason, card cancel request, credit card fraud management, PIN reset, profile maintenance, handling Avion rewards calls including redemption, transfer, paying credit card balance, Online banking password reset and enrollment etc., Deepening client relationship by meeting client's immediate needs, etc.
- Work at Home
Sales Advisor
Concentrix CA
06.2021 - 12.2021
- Greet customers in a courteous, friendly and professional manner using agreed upon procedures. Maintaining product knowledge of clients' products and services. Clarifying customer requirements; probe for understanding use decision-support tools and resources to appropriately provide resolution to customers. Listen attentively to customers' needs and concerns demonstrating empathy while maximizing opportunity to build rapport with customer.
- Work at home
Customer Service Manager
IndusInd Bank
05.2019 - 03.2021
- Delivering Comprehensive service to customer's inquiries. Possibility delegating certain customer inquiries to specific years. Managing many incoming calls and e-mails, managing customer's account, keeping a record of customer's interaction and details of actions taken, opening different bank accounts, credit cards, different loan maintenance, helping to choose suitable life insurance, health insurance for customers., Branch ATM cash Loading, communicating with internal team about sales target, generating sales leads building sustainable relationship with customers
Business Coordinator
Dome Real estate
01.2018 - 03.2019
- Oversee all aspects of seller's transactions from initial contact to executed purchase agreement. Prepare all listing materials: pre-listing presentation, Listing Agreement, sellers' disclosures, comparative market analysis, pull online property profile, research old multiple listing service (MLS) listings and etc. Consult & coordinate with sellers all property photos, staging, repairs, cleaning, signage, lockbox, access requirements & marketing activities. Obtain all necessary signatures on listing agreement, disclosures and other necessary documentation. Coordinate showings & obtain feedback. Provide proactive weekly feedback to sellers regarding all showings and marketing activities. Coordinate all public open houses and broker open houses. Input all listing information into MLS and marketing websites and update as needed. Submit all necessary documentation to office broker for file compliance.
Education
PG Diploma - Business Management
Beta Collage of Business And Technologies
Brampton, ON04-2026
MBA - International Business Management
Rajadhani Collage Of Engineering And Technology
Trivandrum, Kerala, India01.2017
Bachelors - BBA
CHMM Collage of Arts And Science University of Kerala
Trivandrum, Kerala, India01.2015
Skills
- SAP, Finance & Corporation
- SAP, ERP Sales& Distribution
- MS office Excel specialist
- MS Office
- Diploma In IFRS
- Apple I work
Accomplishments
- Attended one day training program organized by Rajadhani Business School.
- Attended Seminar on Export Awareness / startup kit for export business under “Niryat Bandhu Scheme” organized by DGFT
- Award Winner RBC Q3 .
DECLARATION:
I hereby declare that the Information furnished above is true to the best of my knowledge and belief.
Timeline
COE Account Opening Adviosr
Royal Bank of Canada, RBC
03.2024 - Current
Senior Banking Advisor
Royal Bank of Canada
02.2023 - 03.2024
Cards Advisor
Royal Bank of Canada
04.2022 - 02.2023
Sales Advisor
Concentrix CA
06.2021 - 12.2021
Customer Service Manager
IndusInd Bank
05.2019 - 03.2021
Business Coordinator
Dome Real estate
01.2018 - 03.2019
PG Diploma - Business Management
Beta Collage of Business And Technologies
MBA - International Business Management
Rajadhani Collage Of Engineering And Technology
Bachelors - BBA
CHMM Collage of Arts And Science University of Kerala