Summary
Overview
Work History
Education
Skills
Project Experience
Certification
Timeline
Generic

SAKSHI KULKARNI

Big Trout Lake,ON

Summary


Highly organized and detail-oriented Coordinator, Client Solutions with a strong work ethic. Specialized in developing financial procedures and preparing reports. Proven track record of providing high-quality service to clients in English and French. Skilled in supporting internal teams and driving process improvement. Results-oriented and strategically minded with exceptional relationship management and communication skills.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Coordinator, Client Solutions

Mackenzie Investments
10.2021 - Current
  • Responsible for daily administration of client's specialized products, such as Registered Disability Savings Plan (RDSP) and Registered Education Savings Plan (RESP).
  • Ensured all financial and non-financial transactions were completed in accordance with Mackenzie's policies, procedures, and compliance guidelines.
  • Maintained accuracy and efficiency while processing transactions, including setting up RDSP accounts for eligible beneficiaries, conducting sells, pre-authorized contributions (PAC), transfers, one-time purchases, switches, A$M payments, and other systematic requests.
  • Provided high-quality services to internal and external customers by carrying out all requests in accordance with industry regulations.
  • Applied business knowledge and client focus mindset to evaluate client's application status, issue cheques for capital contribution, and develop conclusions according to Employment and Social Development Canada (ESDC) policies.
  • Was recognized as one of the top three performing employees of the year in RDSP department.
  • Retained above-target average handling time (AHT) and quality during employment.
  • Successfully designed and delivered training programs for new hires, ensuring they were equipped with knowledge and skills necessary to excel in their roles.
  • Conducted side-by-side coaching sessions with team members, offering real-time guidance and support to enhance their performance and ensure adherence to quality standards.
  • Implemented assessment tools and methods to evaluate trainee performance and progress, providing constructive feedback and implementing corrective actions as needed.
  • Stayed abreast of industry developments, emerging trends, and best practices, continuously expanding subject matter expertise to deliver up-to-date and relevant training content.
  • Coached employees through day-to-day work and complex problems.

Client Operations Intern

Questrade, Inc
05.2021 - 08.2021
  • Regularly followed up and thoroughly reconciled all account transfer requests of registered and margin accounts, ensuring accuracy and compliance.
  • Processed journal reports into the system through CARS (customer accounts recording system), maintaining precise records and data integrity.
  • Collaborated effectively with internal staff and external third parties to address and resolve any issues or discrepancies, ensuring smooth operations and client satisfaction.
  • Worked closely with team members to meet tight deadlines and achieve team goals, fostering a collaborative and supportive work environment.
  • Maintained regular communication with team leads, providing updates on progress and seeking guidance when needed, while adhering to all departmental procedures and guidelines.
  • Demonstrated meticulous attention to detail in carrying out day-to-day tasks, ensuring accuracy and timely completion of timebound assignments.
  • Proactively identified and proposed process improvements to enhance efficiency and productivity, contributing to the overall effectiveness of the team and department.
  • Adapted quickly to changing priorities and effectively managed multiple tasks simultaneously, demonstrating strong multitasking and organizational skills.
  • Consistently maintained a high level of professionalism and integrity in handling sensitive and confidential information.
  • Actively participated in team meetings and training sessions, actively contributing insights and knowledge to support team growth and development.

Education

Bachelor's Degree - Commerce

Mulund College of Commerce, University of Mumbai
Mumbai India

Post-Graduate Diploma - Financial Planning and Wealth Management

At Lambton College
09.2021

Skills

  • Client Servicing: Excellent communication skills and comprehensive customer service experience
  • Relationship Management: Strong ability to build and maintain relationships with clients, advisors, and internal teams
  • Project Coordination: Proficient in planning and executing team projects, ensuring seamless implementation
  • Process Improvement: Skilled in identifying areas for improvement and streamlining client solutions
  • Sales Support: Effective in identifying new business opportunities and supporting sales efforts
  • Communication and Documentation: Strong communication and documentation skills
  • Compliance: Thorough understanding of regulatory requirements and adherence to company policies
  • Leadership: Proven ability to lead and manage a team of junior coordinators, providing guidance and support to drive team performance and achieve organizational goals
  • Training and Development: Experience in designing and delivering training programs
  • Technical Proficiency: Proficient in Microsoft Excel, Microsoft PowerPoint, Outlook, Word, and other relevant software
  • Adaptability: Quick to adapt to new software and applications
  • Multitasking and Organization: Strong multitasking and organizational skills, even under pressure
  • Language skills: Fluency in English, Hindi, and proficient in French document processing with assistance of translating tools

Project Experience

OPGT Project, RDSP Team, Mackenzie Investments

  • Played an integral role in the OPGT project for the Registered Disability Savings Plan (RDSP) team.
  • Managed the mail merging of forms required for disabled beneficiaries, ensuring seamless document processing.
  • Generated over 1200 applications, grant forms and transfer forms that met the stringent requirements of the Office of the Public Guardian and Trustee (OPGT).
  • Oversaw a substantial project involving millions of dollars, demonstrating trust and confidence from team leaders.
  • Meticulously managed forms and maintained a high level of accuracy in processing, contributing to the successful administration of funds for disabled individuals.
  • Showcased exceptional attention to detail, organizational skills, and ability to handle complex processes with precision.
  • Committed to upholding the highest standards of accuracy and compliance, safeguarding the financial interests of beneficiaries.

Certification

  • Certified In Investment Funds in Canada (IFC), Canadian Securities Institution, Toronto
  • Cleared Certified Financial Planning (CFP) Exams Under Financial Planning Securities Board,

Timeline

Coordinator, Client Solutions

Mackenzie Investments
10.2021 - Current

Client Operations Intern

Questrade, Inc
05.2021 - 08.2021

Bachelor's Degree - Commerce

Mulund College of Commerce, University of Mumbai

Post-Graduate Diploma - Financial Planning and Wealth Management

At Lambton College

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