SAMPATH SAI DODDAPANENI
Saskatoon,SK
Summary
Dynamic Financial Service Associate with a proven track record at CIBC Canada, excelling in client relationship management and strategic financial planning. Leveraged strong problem-solving skills to enhance customer satisfaction and drive business growth through effective cross-selling techniques, resulting in increased sales and client retention.
Overview
3
3
years of professional experience
Work History
Financial Service Associate
CIBC Canada
Saskatoon, Canada
10.2024 - Current
- Provide clients with tailored financial solutions based on comprehensive needs assessments
- Maintain a deep understanding of financial products and services to ensure optimal recommendations
- Conduct proactive outreach to clients, offering guidance on banking products and financial planning
- Enhance customer satisfaction and loyalty through personalized service and relationship-building
- Identify and capitalize on opportunities for cross-selling and upselling to drive business growth
Financial Services Representative
CIBC Canada
Regina, Canada
09.2022 - 10.2024
- Developed and implemented tailored financial planning strategies based on thorough client needs assessment
- Maintained and enhanced a comprehensive understanding of various financial products, ensuring optimal client recommendations
- Engaged clients in discussions regarding financial options, providing clear and informed guidance to aid in decision-making
- Increased sales by cross-selling products and identifying opportunities for upselling and client referrals
Administrative Assistant
Walmart Canada
Regina, Saskatchewan
01.2022 - 04.2022
- Streamlined office operations, managing communications, scheduling, and documentation for senior management.
- Supported HR functions by scheduling interviews, maintaining employee records, and assisting in onboarding processes.
- Coordinated procurement activities, ensuring the timely availability of office supplies and materials.
- Enhanced team communication by preparing internal reports and delivering presentations to key stakeholders.
Education
Diploma in Business Administration -
University of Regina
Regina, SK, Canada01.2022
Bachelor of Engineering - Electronics and Communication
Hyderabad, India03.2018
Skills
- Process Optimization
- Strategic Planning
- Customer Service
- Client Relationship Management
- Service Excellence
- Administrative Skills
- Cross-functional Collaboration
- CRM Software
- Financial Services
- Product Knowledge
- Cross-Selling Techniques
- Organizational Skills
- Time Management
- Prioritization
Timeline
Financial Service Associate
CIBC Canada
10.2024 - Current
Financial Services Representative
CIBC Canada
09.2022 - 10.2024
Administrative Assistant
Walmart Canada
01.2022 - 04.2022
Diploma in Business Administration -
University of Regina
Bachelor of Engineering - Electronics and Communication
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