PRIYANKA TANNIR
TORONTO,,ON
Summary
IFIC Certified banking professional with 9+ years of experience in customer service, branch banking, relationship management, and financial sales. Skilled in identifying customer needs, providing personalized banking solutions, processing transactions, generating referrals, promoting digital banking adoption, and delivering exceptional customer experiences. Strong knowledge of personal banking products, credit cards, compliance, AML awareness, and risk management.
Overview
8
8
years of professional experience
Work History
Retail Sales Supervisor
Chantele Fashion
Toronto, ON
02.2024 - Current
- Deliver exceptional customer service and build strong customer relationships.
- Identify customer needs and recommend suitable products.
- Process sales transactions accurately and efficiently.
- Promote additional products to increase sales and customer satisfaction.
- Support daily store operations and inventory management.
Senior Relationship Manager
ICICI Bank
Mumbai, India
05.2023 - 10.2023
- Conducted needs-based conversations to identify customer banking and credit card requirements.
- Assisted customers with account services, transactions, and inquiries.
- Generated referrals for banking products and financial solutions.
- Exceeded sales targets by over 110% through consultative selling.
- Promoted digital banking solutions and self-service channels.
- Maintained compliance with banking regulations, AML requirements, and risk policies.
- Resolved customer concerns while delivering exceptional service.
Relationship Manager
Kotak Mahindra Bank Ltd
Mumbai, India
02.2018 - 04.2023
- Managed daily customer banking requests, account services, and financial transactions.
- Built long-term customer relationships through personalized service and financial guidance.
- Consistently exceeded sales and referral targets through cross-selling banking products.
- Supported branch operational activities and ensured regulatory compliance.
- Trained and mentored team members on customer service standards and branch procedures.
- Recognized with Outstanding Performance in Value Championship Award (2021).
Education
Master Of Business Administration (MBA) – Finance
Symbiosis Institute of Distance Learning
Pune, IndiaMaster of Commerce (M.Com) – Banking & Finance
Model College
Mumbai, IndiaSkills
- Customer Service Excellence
- Personal Banking Products
- Branch Operations
- Cash Handling & Transaction Processing
- Customer Needs Assessment
- Referral Generation
- Credit Card Sales
- Digital Banking & Self-Service Solutions
- Relationship Management
- Regulatory Compliance & AML
- Risk Management
- Problem Solving
- Cross-Selling & Upselling
- Microsoft Office Suite
Accomplishments
- Best Employer of the Month – ICICI Bank (September 2023)
- Outstanding Performance in Value Championship – Kotak Mahindra Bank (August 2021)
- Consistently recognized for excellent customer service and problem resolution.
Languages
English | Hindi | Marathi | Telugu
Availability & Work Authorization
- Available for immediate full-time employment
- Legally authorized to work in Canada
Certification
- IFIC – Investment Funds in Canada
Timeline
Retail Sales Supervisor
Chantele Fashion
02.2024 - Current
Senior Relationship Manager
ICICI Bank
05.2023 - 10.2023
Relationship Manager
Kotak Mahindra Bank Ltd
02.2018 - 04.2023
Master Of Business Administration (MBA) – Finance
Symbiosis Institute of Distance Learning
Master of Commerce (M.Com) – Banking & Finance
Model College