Sharvari Joshi
Calgary,AB
Summary
Detail-oriented Senior Financial Services Representative with over 15 years of experience in banking, sales and customer service, enhancing profitability goals. Resourceful team player surpassing targets for creating new business opportunities. Maintained strong member relations tailoring solutions specific to individual needs.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Financial Services Representative
Canadian Imperial Bank Of Commerce (CIBC)
Calgary, AB
08.2016 - 08.2021
- Provide personalized financial advice and solutions to clients based on their financial goals and needs.
- Cultivate and maintain strong relationships with clients to enhance retention and drive business growth.
- Effectively analyze financial information and recommend appropriate products and services, including investments, mortgages, loans, and insurance.
- Consistently exceed sales targets through proactive client engagement and effective cross-selling strategies.
- Collaborate with team members to achieve departmental goals and enhance overall customer experience.
- Stay updated on industry trends, products, and regulations to ensure compliance and deliver informed advice to clients.
- Mentor and train junior staff members to optimize performance and uphold service standards.
- Enhanced client satisfaction by providing personalized financial advice and recommendations.
- Streamlined internal processes for improved efficiency in handling client accounts and transactions.
- Developed comprehensive financial plans to assist clients in achieving their long-term goals.
- Built strong relationships with clients, fostering trust and loyalty through exceptional service.
Financial Services Representative
Canadian Imperial Bank Of Commerce (CIBC)
Calgary, AB
08.2015 - 08.2016
- Assisted clients with account inquiries, transactions, and financial product inquiries.
- Promoted bank products and services to meet sales targets and enhance revenue generation.
- Conducted financial assessments and provided tailored recommendations to clients to help them achieve their financial objectives.
- Resolved customer concerns and inquiries in a timely and professional manner, ensuring high levels of satisfaction.
- Actively participated in training sessions and workshops to expand knowledge of financial products and services.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Customer Service Representative
Canadian Imperial Bank Of Commerce (CIBC)
Calgary, AB
01.2014 - 08.2015
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
Manager, Customer Service & Operations
IndusInd Bank
Sangli, Maharashtra, India
03.2011 - 12.2012
- Increased team productivity by implementing streamlined processes and effective communication strategies.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
Senior Officer
Yes Bank
Kolhapur, Maharashtra, India
10.2007 - 03.2011
- Ensuring quality and timely services to customers by emphasizing on customer satisfaction
- Drove revenue growth by identifying new market opportunities and developing effective sales strategies to capitalize on them.
Education
MBA - HR & Marketing
Shivaji University
Maharashtra, India06.2007
Skills
- Strong knowledge of banking products, investment options, and financial planning strategies
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
- Proficient in financial analysis and risk assessment
- Goal-oriented mindset with a focus on achieving sales targets and delivering results
- Ability to work effectively both independently and as part of a team
- Detail-oriented and highly organized, with strong problem-solving abilities
- Financial Planning
- Mutual Funds
- Portfolio Management
- Technical Analysis
Languages
English
Full Professional
Hindi
Full Professional
Marathi
Full Professional
Certification
- IFIC
Timeline
Senior Financial Services Representative
Canadian Imperial Bank Of Commerce (CIBC)
08.2016 - 08.2021
Financial Services Representative
Canadian Imperial Bank Of Commerce (CIBC)
08.2015 - 08.2016
Customer Service Representative
Canadian Imperial Bank Of Commerce (CIBC)
01.2014 - 08.2015
Manager, Customer Service & Operations
IndusInd Bank
03.2011 - 12.2012
Senior Officer
Yes Bank
10.2007 - 03.2011
MBA - HR & Marketing
Shivaji University