Reetu Adhikari
Milton,ON
Summary
Dedicated and result-oriented Customer Experience Manger with a proven track record in the banking industry. Expertise in developing and implementing strategies to enhance customer satisfaction, streamline processes, and drive operational efficiency. Adept at leading cross functional teams, cultivating client relationships, and ensuring a seamless customer journey. Strong analytical and problem-solving skills, combined with a customer-centric approach, to deliver exceptional service and drive business growth.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Manager of Customer Experience
TD Canada Trust
04.2023 - Current
- Spearheaded initiatives to improve customer satisfaction, resulting in a 85% increase in positive feedback.
- Led a team of six customer service representatives, fostering a collaborative and goal-oriented work environment.
- Implemented streamlined processes, reducing average customer query resolution time by 70%.
- Conducted regular training and coaching sessions to enhance the team's product knowledge and communication skills.
Financial Advisor
TD Canada Trust
06.2022 - 03.2023
- Conducted comprehensive financial analyses and developed personalized financial plans tailored to clients' goals and risk tolerance.
- Advised clients on investment strategies, retirement planning, and wealth management, resulting in over $3,000,000 of business per quarter
- Referred high value clients to TD Wealth and TD Private banking partners with volume of more than $8,000,000 per fiscal year.
Personal Banking Associate
TD Canada Trust
12.2021 - 05.2022
- Engaged customers with proactive strategies to develop
solutions. - Utilized consultative selling techniques to drive sales; met sales
goals by 400%. - Built and maintained relationships with peers, upper
management, and customers to drive team success - Opened over 500 accounts and credit products following policies and procedures to ensure 100% compliance
Education
BBA - Finance And Economics
Brock University
St. Catharines, ON01.2021
Skills
- Investment Advisory
- Risk Management
- Client Relationship Management
- Strong Analytical Skills
- Team Collaboration
Languages
Nepalese
Native or Bilingual
Hindi
Professional Working
Certification
- Licensed with Canadian Securities Course (CSI)
Timeline
Manager of Customer Experience
TD Canada Trust
04.2023 - Current
Financial Advisor
TD Canada Trust
06.2022 - 03.2023
Personal Banking Associate
TD Canada Trust
12.2021 - 05.2022
BBA - Finance And Economics
Brock University
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