Sakshi Verma
Edmonton,AB
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Investment Specialist
Wealthsimple Technologies Inc.
04.2025 - Current
- Held meetings with customers to review and update accounts.
- Developed strong relationships with clients, gaining trust and fostering long-term partnerships.
- Participated in business development initiatives aimed at expanding firm reach and attracting new clients for investment support services.
- Streamlined internal processes for improved efficiency in managing client portfolios.
- Delivered exceptional customer service, addressing client inquiries and resolving issues promptly.
- Facilitated team meetings, fostering collaboration among colleagues and promoting an open exchange of ideas on best practices in investment support services.
- Reconciled and recorded receipts, incoming cash, and other fiscal transactions.
Sales Executive Manager
Klassic Dubai Jewellers
02.2024 - 03.2025
- Collaborated with cross-functional teams to develop comprehensive solutions for clients, resulting in increased account sizes.
- Organized regular training sessions to ensure a knowledgeable and motivated sales team.
- Exceeded quarterly sales targets consistently with effective lead generation and follow-up practices.
- Conducted thorough market research to identify trends and stay ahead of the competition, making informed decisions on product development and pricing strategies.
- Boosted sales revenue by implementing innovative marketing strategies and refining sales techniques.
- Negotiated favorable contracts with clients, balancing profitability with customer satisfaction for long-term success.
- Developed strong client relationships for increased customer loyalty and repeat business.
Business Advisor
Royal Bank of Canada
11.2022 - 11.2024
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Advised customers on various financial products available from the bank.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Participated in training sessions regarding new banking products or services.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
Mutual Fund Analyst
Bank of Montreal
01.2022 - 10.2022
- Performed a variety of Operation Functions: Processed adjustments, payments, settlements, reconciliation, abd other administrative functions as directed.
- Performed reconciliation to ensure compliance is adhered to.
- Provided support to Branches, internal business partners, managers, and manufacturers on the process of mutual funds trades with accounts.
- Responded to incoming trade needs from advisors by phone, email, and trading applications.
- Responded to routine account and production related enquired from business partners, both internal and external.
- Reviewed transactions entered ny advisors.
- Assisted with testing on system upgrades and rollouts.
- Researched and answered inquiries from internal and external partners, such as Client Information Centre, financial advisors and fund companies regarding products and processing issues.
Operations Analyst
TD- Toronto Dominion Bank
11.2020 - 12.2021
- Collected data from various sources, including sales histories and computer data. Used statistical methods to analyse the data.
- Found areas for improvement in the company's processes, supply chain, or customer service.
- Created ideas for new policies and procedures and recommended ways to improve workflows.
- Worked with IT department to implement new technologies, and coordinated with other departments to get approval.
- Monitored the results of changes that were implemented, and used key performance indicators to measure success.
- Presented findings and recommendations to management and executives.
- Stayed up-to-date on industry and market trends.
Senior Sales Representative
Gatesone & Co.
06.2018 - 10.2020
- Developed and delivered leadership development curriculum, workshops, and programs.
- Conducted assessments to identify individual learning objectives and developmental needs of participants.
- Facilitated team-building activities to promote collaboration among employees.
- Created content and materials for leadership development initiatives.
- Organized conferences, seminars, and other events related to leadership development.
- Provided guidance to managers on best practices in developing their teams' leadership capabilities.
- Collaborated with HR department to ensure alignment between Leadership Development strategies and corporate goals.
- Built relationships with external stakeholders such as universities and professional organizations.
- Compiled research findings on current trends in the field of Leadership Development.
- Provided coaching sessions to enhance individual leaders' understanding of their roles within the organization.
Senior Administrative Assistant
University of Toronto
05.2017 - 05.2018
- Provided administrative support to senior management team.
- Created and distributed documents, reports, presentations, and correspondence.
- Scheduled meetings, appointments, and events for executives.
- Assisted with the preparation of budgets and financial statements for upper-level management review.
- Maintained confidential information regarding employees, customers, and business operations.
- Developed effective tracking systems to monitor progress on projects with multiple deadlines.
- Handled customer inquiries in a timely fashion while maintaining high standards of customer service.
- Supported HR functions such as onboarding new hires or processing employee benefits paperwork.
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
Education
Graduation - Business Administrative & Management
Centennial College
Toronto, Ontario04.2018
High School Diploma - Accounting & Economics
DAV International
Amritsar, Punjab09.2015
Skills
- Business Relationship Management
- Banking Operations
- Sales Strategy
- Lead Development
- Staff Training
- Relationship Building
- Knowledge of Salesforce
- Polished communication skills
- Customer service
- Problem-solving
- Critical thinking
- Multitasking and organization
Websites
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
- Leadership Management Certificate
- Risk Operations Management Certificate
- Strategic Planning Certificate
Websites, Portfolios, Profiles
www.linkedin.com/in/sakshiv070
Timeline
Investment Specialist
Wealthsimple Technologies Inc.
04.2025 - Current
Sales Executive Manager
Klassic Dubai Jewellers
02.2024 - 03.2025
Business Advisor
Royal Bank of Canada
11.2022 - 11.2024
Mutual Fund Analyst
Bank of Montreal
01.2022 - 10.2022
Operations Analyst
TD- Toronto Dominion Bank
11.2020 - 12.2021
Senior Sales Representative
Gatesone & Co.
06.2018 - 10.2020
Senior Administrative Assistant
University of Toronto
05.2017 - 05.2018
High School Diploma - Accounting & Economics
DAV International
Graduation - Business Administrative & Management
Centennial College