Sharvari Joshi
Calgary,AB
Summary
Professional financial services expert with strong analytical and strategic planning skills. Proven track record in fostering team collaboration and driving results. Adept at managing client relationships, risk assessment, and regulatory compliance. Highly adaptable and reliable in dynamic environments. Equipped with an MBA Marketing and HR and poised to strong leadership, policy interests in international markets.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Services Representative
CIBC
02.2024 - Current
- Provide personalized financial advice and solutions to clients based on their financial goals and needs.
- 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.
- Led financial service initiatives, enhancing customer satisfaction and retention through personalized support.
- Worked closely with compliance teams to ensure all transactions adhered to relevant legal guidelines, mitigating potential risks.
- Analyzed market data to develop targeted marketing campaigns that effectively attracted new clientele.
- Communicated opportunities for business improvement to operational leaders.
- Managed a diverse range of client portfolios, tailoring investment strategies based on individual needs and preferences.
- Facilitated productive conversations between clients and internal departments, streamlining communication channels for smoother operations.
- Expanded client base by proactively seeking new business opportunities through networking events and referrals.
- Resolved client concerns promptly and professionally, maintaining a high level of customer satisfaction.
- Collaborated with team members to identify opportunities for increasing revenue and improving overall performance.
- Working as backup Manager for the branch.
Senior Financial Services Representative
Canadian Imperial Bank Of Commerce (CIBC)
08.2016 - 08.2021
- 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.
- Streamlined internal processes for improved efficiency in handling client accounts and transactions.
- Expanded client base by proactively seeking new business opportunities through networking events and referrals.
- Resolved client concerns promptly and professionally, maintaining a high level of customer satisfaction.
- Collaborated with team members to identify opportunities for increasing revenue and improving overall performance.
- Verified effective use of referrals across organization for new business development.
- Conducted regular portfolio reviews with clients, identifying areas for improvement or adjustments based on changing circumstances.
Financial Services Representative
Canadian Imperial Bank Of Commerce (CIBC)
08.2015 - 08.2016
- 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.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Resolved customer concerns and inquiries in a timely and
- Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
Customer Service Representative
Canadian Imperial Bank Of Commerce (CIBC)
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
03.2011 - 12.2012
- Extensive experience in networking and cultivating high impact business relationships
- Increased team productivity by implementing streamlined processes and effective communication strategies.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Developed and implemented strategic initiatives to improve customer satisfaction and retention.
- Led cross-functional teams to optimize operational processes and enhance productivity.
- Improved marketing to attract new customers and promote business
- Enhanced team productivity by implementing agile methodologies, leading to more efficient business functioning.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Accomplished multiple tasks within established timeframes. Social and political events for marketing business.
- Generating leads with Industry leaders and Agri Businesses
- Developed and maintained relationships with customers and suppliers through account development.
- Conducted market research to identify customer needs and adjusted product offerings accordingly, increasing customer satisfaction.
- Developed and executed marketing strategies that effectively communicated brand values, increasing brand recognition.
- Defined clear targets and objectives and communicated to other team members.
Senior Officer
Yes Bank
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.
- Analyzed market trends to guide strategic decision-making for product offerings and services.
- Oversaw compliance initiatives, ensuring adherence to regulatory requirements and internal policies.
- Collaborated with senior management to define strategic goals aligned with organizational vision.
- Established strong relationships with key clients to maintain customer satisfaction and enhance business growth.
- Consistently surpassed sales targets through a combination of relationship-building techniques, product knowledge expertise, and persuasive negotiation skills.
- Held monthly meetings to create business improvement plans and workshops to enhance customer base.
Education
MBA - Human Resources & Marketing
Shivaji University
06.2007
Bachelor of Commerce - Advance Accountancy
Bapuji Salunkhe College
Miraj 04-2005
Skills
- Understanding of financial products
- Investment options expertise
- Financial planning strategies
- Communication and interpersonal skills
- Client rapport building
- Financial analysis proficiency
- Risk assessment capabilities
- Sales target achievement
- Team collaboration
- Additional Indian Language proficiency
- Detail-oriented organization
- Problem-solving skills
- Regulatory compliance knowledge
- Process improvement techniques
- Mutual funds
- Multitasking
- Customer relationship building / management
- Teamwork and collaboration
- Client acquisition
- Process improvement
- Customer service
- Additional Indian Language Proficiency
Certification
- IFIC
Affiliations
- Won Many Quarterly achievers for Customer service and performance
Accomplishments
- Awarded Excellence , best employee of the year
Languages
English
Full Professional
Hindi
Native or Bilingual
Marathi
Native or Bilingual
Timeline
Financial Services Representative
CIBC
02.2024 - Current
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 - Human Resources & Marketing
Shivaji University
Bachelor of Commerce - Advance Accountancy
Bapuji Salunkhe College
Similar Profiles
Rita DeFazioRita DeFazio
CSR at CIBCCSR at CIBC
Nidhi ParikhNidhi Parikh
Universal Banker/FSR at CIBCUniversal Banker/FSR at CIBC
Michael McDonaldMichael McDonald
Team Leader at CIBCTeam Leader at CIBC
Kevin ChangKevin Chang
FINANCIAL SERVICE REPRESENTATIVE at CIBCFINANCIAL SERVICE REPRESENTATIVE at CIBC
Pranjali AmbekarPranjali Ambekar
Senior Manager at Capgemini Canada INCSenior Manager at Capgemini Canada INC