Shallika Kathiresan
Burlington,Ontario
Summary
A self-motivated and organized tax professional specialized in Mutual funds, accounting and client service. Communicative and organized Client Advisor with experience providing exceptional client support services. Adapt at managing existing client relationships and formulating and implementing advice. Flexible Client Advisor with experience efficiently resolving issues for banking clients and providing operations support. Talented at selling various banking products and services with excellent understanding of basic bank transactions. Dedicated to working weekends and evenings to achieve necessary tasks and meet customer needs. Dedicated [Industry] professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Banking Advisor
RBC Royal Bank
Waterdown, ON
09.2021 - Current
- Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
- Followed-up on loan exceptions to achieve timely clearings.
- Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
- Evaluated risk and demand deposit balances of each account to properly price loans to meet profitability standards.
- Extended and sustained relationships with customers to maintain and grow business.
- Coordinated with various divisions and departments in servicing of routine banking transactions.
- Performed due diligence and valuation processes.
- Informed and suggested new banking products to customers.
- Opened new accounts according to laid down rules and guidelines.
- Managed customer requests while mitigating potential risk to bank.
- Assisted customers in depositing and withdrawing cash.
- Completed daily logs, tracked data and managed clients' book of business.
- Assessed client's viability for financial services and facilitated closings and referrals.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Contributed to bank marketing and awareness campaigns to grow customer base.
- Adhered to AML requirements, audit procedures and other regulated banking activity.
Tax Professional
H & R Block
Burlington, ON
01.2021 - Current
- Completed and filed returns with tax departments.
- Ensure the confidentiality of each client by following all company procedures regarding information handling
- Grow the business by promoting our services and expanding our client base
- Attend to the needs of clients to inspire them to refer the service and come back the following year
Case Manager
24/7 Intouch
Winnipeg, MB
09.2018 - 09.2020
- Engaged with clients through various communication channels to provide an outstanding customer service experience, making every client interaction an extraordinary one
- Maintained customer confidentiality, privacy and security
- Deliberate relationship building skills, active listening, creative problem-solving techniques and diplomatic to achieve win-win outcomes
- Constantly retained a NPS above 94% all through the employment tenure
- Maintained a high level of professionalism with clients and established a constructive rapport with every interaction.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Assistant Professor
Hindustan College of Arts & Science, University of Madras
01.2016 - 01.2018
- Evaluated and supervised student activities and performance levels to provide reports on academic progress.
- Mentored students and communicated internship and employment opportunities.
- Applied innovative teaching methods to encourage student learning objectives.
- Built strong rapport with students through class discussions and academic advisement.
Bank administrator
Scholar, State Bank of India and ICICI Bank
Tiruchirappalli, India
01.2011 - 01.2015
- Implemented creative strategies in the queuing system of customers which resulted in speeding up banking process by 30%
- Assisted in preparation of reports regarding the improvement of customer redressal with the aid of power point to be used for a bigger forum presentation
- Directed customers in the choice of financial products that would best suit them by providing them with information about products and services to upsell
- Executed financial transactions according to bank policies and procedures
- Responded to customer inquiries, providing information on bank accounts, policies, products, and services
- Researched and resolved service-related problems
Bookkeeper
State Bank of India and ICICI Bank
Tiruuchirappalli, India
01.2011 - 01.2015
- Managed Accounts Receivables & Payables, bank reconciliations, cash receipts, disbursements, finance charges, billings, credit cards statements and online transfers and payments monthly
- Supported month-end closing duties with journal entries for various accounts
- Maintained and reconciled balance sheet accounts- including prepaid expenses, deposits and other asset accounts
- Assisted in the preparation of tax returns for clients sorting out the TDS and the various sources of income
- Assessed needs of customers, suggesting products and services accordingly
Assistant Professor
Commerce and Taxation, Cauvery College for Women, Bharathidasan University
Tiruchirappalli, India
01.2009 - 01.2015
- Applied innovative teaching methods to encourage student learning objectives.
- Built strong rapport with students through class discussions and academic advisement.
- Helped struggling students by providing support outside of classrooms and consistently checking in on progress.
- Used variety of learning modalities and support materials to facilitate learning process and accentuate presentations.
- Took attendance, graded assignments and maintained student records to assist teachers with administrative tasks and maintain smooth daily operations.
Education
Investment Funds in Canada - Investment in Canada ( Mutual Funds)
CSC
Online 10.2022
Federal Income Tax Level 1 - Federal And Provincial Taxation
H & R Block
Burlington09.2020
Certificate Course on Financial Statement Analysis and Reporting - Accounting
Indian Institute of Technology Roorke
Online 06.2016
Ph.D. - Commerce And Banking
Bharathidasan University
Tiruchirappalli, India11.2015
Master of Arts - Commerce
Bharathidasan University
Tiruchirappalli, India 06.2009
Skills
- Professional Relationships
- Increasing Savings
- Sales Expertise
- Cash Handling
- Accounts Payable and Accounts Receivable
- Financial Knowledge
- Financial Services
- Client Interactions
- Client Rapport-Building
- Customer Expectations Management
- Cash Reconciliation
- Customer Transactions
- Relationship Management
- New Account Setup
- Client Correspondence
Accomplishments
- Achieved by completing [Task] with accuracy and efficiency.
Certification
- Investment Funds in Canada, CSC - October, 2022
Timeline
Banking Advisor
RBC Royal Bank
09.2021 - Current
Tax Professional
H & R Block
01.2021 - Current
Case Manager
24/7 Intouch
09.2018 - 09.2020
Assistant Professor
Hindustan College of Arts & Science, University of Madras
01.2016 - 01.2018
Bank administrator
Scholar, State Bank of India and ICICI Bank
01.2011 - 01.2015
Bookkeeper
State Bank of India and ICICI Bank
01.2011 - 01.2015
Assistant Professor
Commerce and Taxation, Cauvery College for Women, Bharathidasan University
01.2009 - 01.2015
Investment Funds in Canada - Investment in Canada ( Mutual Funds)
CSC
Federal Income Tax Level 1 - Federal And Provincial Taxation
H & R Block
Certificate Course on Financial Statement Analysis and Reporting - Accounting
Indian Institute of Technology Roorke
Ph.D. - Commerce And Banking
Bharathidasan University
Master of Arts - Commerce
Bharathidasan University