RAMSHA CHOWDHARY
Peterborough,ON
Summary
Dedicated professional with demonstrated strengths in customer service, time management with a Post Graduation in Financial Planning and Wealth Management. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Canada Trust
Campbellford, ON
08.2023 - Current
- Enhanced customer financial confidence through personalized financial advice, answering customer questions, and addressing their concerns.
- Worked closely with existing and prospective customers by providing financial reviews, discussing portfolio updates, advising on additional personalized solutions, and creating comprehensive plans using a holistic approach based on their financial goals.
- Strive to achieve and improve service level agreements and productivity targets.
- Participated fully as a team member, helped build a positive and diverse work environment, willingly assisted and mentored others in the completion of work activities, and addressed communication issues efficiently.
Administrative Assistant
RBC Dominion Securities
Peterborough, Ontario
01.2022 - 04.2023
- Coordinated and prepared meetings for Advisors with their clients / prospects.
- Provided proactive client service with a focus on problem resolution and attention to details. Liaised with various departments for execution, where necessary.
- Responded to client inquiries (account transactions, requests account documentation, account reporting, etc.).
- Assisted the Advisor team with client onboarding. Managed incoming communications from clients, Advisors and other internal and external partners.
- Maintained existing client accounts and identified opportunities to contact clients which included: managing timelines and key dates for accounts.
Assistant Operations & Marketing- Co-Op
IG Wealth Management
Sarnia, On
05.2021 - 09.2021
- Developed marketing and campaign strategies, leveraging insights to optimize plans and boost results
- Identified and anticipated future opportunities and requirements for the practice along with other members of the team.
- Prepared a detailed Operations Manual.
Assistant (Internship)
IG Wealth Management
Sarnia, ON
09.2020 - 05.2021
- Assisted clients with their queries, directed them towards the respective personal and was the first point of contact
- Answered telephone calls and emails each day to offer information to improve client satisfaction
- Updated KYC review of the clients, identified and updated the necessary compliance documentation
- Managed meeting preparation which included creating a quarterly financial review, running suitability analysis on client portfolios,generating financial reports and summary of clients
- Increased efficiency by updating the Personal Financial Plan of all the clients from 16% to a 100% overall completion by using PFP software
Education
Graduate Certificate Program - Financial Planning and Wealth Management
Lambton College of Applied Arts and Technology
08.2021
Bachelor of Business Administration (BBA) - Finance
Savitribai Phule Pune University
07.2018
Skills
- Microsoft Office 365 (Word, Excel, Powerpoint)
- Client Communication (Verbal, Written)
- Proficient knowledge of Salesforce CRM software
- Adaptive to new work and fast-paced environment
- Task prioritization
- Proficient knowledge of planning software
- Strong Interpersonal skills
- Readiness to collaborate and work in different capacities as part of a team
- Strong analytical skills
Certification
- Canadian Securities Course (CSC), Canadian Securities Institute, 03/01/23
- Conduct and Practices Handbook (CPH), Canadian Securities Institute, 04/01/23
- Investment Funds in Canada(IFC), Canadian Securities Institute, 01/27/21
References
Provided upon request
References
References available upon request.
Timeline
Personal Banker
TD Canada Trust
08.2023 - Current
Administrative Assistant
RBC Dominion Securities
01.2022 - 04.2023
Assistant Operations & Marketing- Co-Op
IG Wealth Management
05.2021 - 09.2021
Assistant (Internship)
IG Wealth Management
09.2020 - 05.2021
Graduate Certificate Program - Financial Planning and Wealth Management
Lambton College of Applied Arts and Technology
Bachelor of Business Administration (BBA) - Finance
Savitribai Phule Pune University
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