Preethi Ravichandran
Delta,BC
Summary
Dedicated and results-driven banking professional with 7.5 years of experience in Personal Banking and Investment Banking. Possessing an in-depth knowledge of banking products, capital markets, and financial operations. Aiming to leverage my expertise in delivering exceptional customer service and tailored financial solutions. Committed to improving client relationships, optimizing processes, and driving growth of the business, I seek to contribute to a dynamic organization that values my innovation and excellence in financial services.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Experience Associate
TD Bank
Delta, British Columbia
04.2025 - Current
- Processed more than 80 financial transactions every day with 99% accuracyto meet TD regulatory requirements.
- Supported more than fifty clients each day through customized banking solutions, which resulted in surpassing their sales and referral goals by 110 percent.
- Solved customer problems quickly, which resulted in high satisfaction ratingsand long-term customer relationships.
- Worked together to optimize their procedures, which resulted in a 15% reductionin waiting periods and enhanced operational efficiency at the branch.
- Delivered 100% Legendary Experience Index (LEI), consistently exceeding customer satisfaction, and service excellence standards.
- Guided clients through digital banking platforms and services.
Part-Time Customer Service/Sales Representative
Purdys Chocolatier
Delta, Canada
10.2024 - 04.2025
- Achieved 150% of individual sales targets consistently by upselling and cross-selling products while maintaining a customer satisfaction rate of 98%.
- Provided tailored recommendations by leveraging in-depth knowledge of 20+ product varieties, enhancing the shopping experience and increasing repeat customer visits.
- Ensured 100% accuracy in handling cash, debit, and credit transactions, effectively reducing transaction errors and improving operational efficiency.
Senior Analyst
Societe Generale
, India
02.2021 - 07.2024
- Streamlined trade reconciliation processes for $500M+ in transactions monthly, achieving a 98% reduction in discrepancies through meticulous analysis and system improvements.
- Conducted reconciliations for 100+ derivative instruments, ensuring accurate reporting and compliance, leading to zero audit findings during tenure.
- Spearheaded the transfer operations for Italian Distributors, increasing efficiency by 30% while maintaining accuracy in securities movement.
- Leveraged advanced banking tools, including Bloomberg and Accurate, to enhance fund processing efficiency and support team operations.
Personal Banker
ICICI Bank
, India
01.2017 - 01.2020
- Delivered personalized financial solutions to 150+ clients per month, contributing to a 25% increase in mutual fund and Insurance sales during the fiscal year 2019 to 2020.
- Handled the Portfolio of 350+ clients who are resident and non-resident. Successfully introduced and onboarded 300+ clients to digital banking platform, increasing adoption rates by 40% within the branch.
- Maintained AML & Compliance system integrity by conducting due diligence for 100% of customer transactions, resulting in zero compliance breaches.
- Improved branch customer satisfaction scores by 20% year-over-year, showcasing exceptional service and policy adherence through the customer appreciation mails.
Education
Master of Business Administration -
University Canada West
09.2025
Post-Graduation of Diploma - Banking
Manipal University
India12.2017
Master of Engineering - Communication Engineering
Anna University
India12.2016
Bachelor of Engineering - Electronics and Communication Engineering
Anna University
India12.2013
Skills
- Client Centric
- Account Management
- Conflict Resolution
- Time Management
- Sales
- Cash balancing
- Financial statement Analysis
- Multi-Tasking
- Capital Market operations
- Customer Experience (CX)
- Fund Accounting
- Middle Office Management
- People Management
- Problem Solving
- Teamwork
- Financial analysis
- Data reconciliation
Certification
- CIBOP: Certification in Investment Banking Operations
- Certificate in Financial Accounting
- Ceritifed Digital marketing Associate
- Food Safety Certification
Timeline
Customer Experience Associate
TD Bank
04.2025 - Current
Part-Time Customer Service/Sales Representative
Purdys Chocolatier
10.2024 - 04.2025
Senior Analyst
Societe Generale
02.2021 - 07.2024
Personal Banker
ICICI Bank
01.2017 - 01.2020
Master of Business Administration -
University Canada West
Post-Graduation of Diploma - Banking
Manipal University
Master of Engineering - Communication Engineering
Anna University
Bachelor of Engineering - Electronics and Communication Engineering
Anna University