Sherwin Anklesaria
London
Summary
Organized Friendly Professional Responsible Approachable Hardworking
Dedicated professional prepared to bring extensive expertise and results-oriented approach to Specialist role. Known for effectively managing tasks and supporting organizational goals through collaborative efforts and adaptive strategies. Recognized for excellent communication and analytical skills, ensuring seamless operations and consistent outcomes.
Overview
21
21
years of professional experience
Work History
Direct Investing Specialist
TD Canada Trust
03.2024 - Current
- Oversaw 2 district – Primary liaison between branch teams & direct investing, providing education & support on investing products.
- Delivered presentation, training sessions & one on one coaching to build confidence & enhance knowledge among personal bankers to assist them with giving the right investment advice to clients.
- Supported sales campaigns, resources adoption & digital tools to enhance client experience & increase Direct Investing client base.
- Built strong partnership with cross functional teams within the bank to streamline communication & enhance client experience, onboarding with Direct Investing.
- Led training sessions for new staff on operational procedures and compliance standards.
- Developed and implemented process improvements to enhance customer service efficiency.
Direct Investing engagement manager
TD Canada Trust
03.2022 - 03.2024
- Spearheaded business development initiatives to identify client opportunities & position direct investing solutions.
- Build & maintain strategic partnership with TD partners to enhance client experience & build business within TD.
- Strengthened relationship management with existing client books, leveraging personalized engagement to deepen client loyalty & grow business.
- Led cross-functional teams to enhance customer engagement strategies and improve service delivery.
- Mentored junior staff, fostering a culture of continuous improvement and professional development within the team.
- Spearheaded the deployment of new engagement tools, resulting in improved client interaction and retention rates.
Direct Investing Specialist
TD Canada Trust
01.2021 - 02.2022
- Analyzed customer feedback to identify trends and recommend service enhancements.
- Collaborated with cross-functional teams to streamline workflows and optimize resource allocation.
- Managed complex client inquiries, ensuring timely resolution and satisfaction.
- Championed the adoption of new software tools that streamlined workflows across multiple departments.
Direct Investing Representative
TD Canada Trust
01.2018 - 01.2021
- Assist customers with any concerns by leveraging my product & process knowledge.
- Proactively uncover opportunities & guide clients to all available products within TD to best suit the client requirements.
- Assisted in processing transactions accurately, ensuring compliance with policies and procedures.
- Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
- Ensure customers current and future financial needs are addressed by proactively providing them with advice, and educating them about appropriate products and services.
Phone Channel Specialist
TD Canada Trust
01.2017 - 01.2018
- Providing legendary customer experience at every interaction, and ensure quality customer care in order to contribute to the ongoing improvement of the overall experience with TD.
- Contributed to a positive work/team environment.
- Analyzed customer feedback to identify service improvement opportunities and enhance client satisfaction.
Customer Service Associate
Convergys
01.2017 - 03.2017
- Provided customers with new offers/value for money upgrades and ensuring sales for the company.
- Ability to work cohesively as part of a team.
- Consistently adhered to quality expectations and standards.
- Ability to focus attention on multiple tasks with a calm, positive, and courteous attitude.
Book Keeper
Dr Minoche Homji Medicine Professional Corporation
01.2016 - 01.2016
- Managed accounts, dealing with daily transactions/expenses & incomes related to the corporation.
- Maintaining receipts, payroll & other back office work.
Flight dispatch & front desk associate
Diamond Flight Center
01.2015 - 01.2016
- Dispatched tracked flights ensuring safe movement of aircraft's on ground and in air.
- Responsible for safety standards and protocol by following standard operating procedures.
- Providing information to prospective students/clients regarding flights & setting up appointments for the same.
Senior Process Associate
Tata Consultancy Services (TCS)
01.2015 - 01.2015
- In charge of inbound and outbound calls for Telstra telecommunications Australia, thus addressing customer service inquiries in a timely and accurate manner.
- Assisting customers with setting up internet connections & basic troubleshooting & coordinating appointments for new telephone & internet connections.
Research Fraud Prevention Risk analyst
JP Morgan Chase
01.2013 - 01.2014
- Helped to create and encourage best practices regarding fraud research and documentation/recording of research and conclusions.
- Coached and continually trained analysts to ensure sophistication of knowledge and accuracy of reporting.
- Proactively identified value-added means of conducting focused review of analysts work and creating reporting surrounding it.
- Conducted research to identify large scale instances of fraud for reporting to the federal government.
- Assisted in process mapping for the newly established departments, as well as development and testing of new applications.
Flight Attendant
JetLite
01.2007 - 01.2008
Customer Relations Advisor
Global Services
01.2006 - 01.2007
Customer Service Advisor
ICICI First Source
01.2005 - 01.2006
Education
Bachelors of Commerce (B.Com) - Business Management
University of Mumbai
01.2005
Commercial Pilot License -
Transport Canada
London, ON01.2010
Skills
- Customer relations
- Expert problem solving
- Analytical thinking
- Documentation management
- Management collaboration
- Business Development
- Financial Literacy
- Knowledge sharing
- Multitasking Abilities
Accomplishments
Recognized as a Regional & National top performer for Direct Investing sales metrics for 2025.
Languages
English
Native or Bilingual
Hindi
Full Professional
Gujarati
Native or Bilingual
Marathi
Limited Working
ACHIEVEMENTS
Employee of the Quarter - Chase Debit Card Fraud Prevention - 3rd Quarter 2013, Site employee of the Month - Chase Debit Card Fraud Prevention - September 2013, Team employee of the Month - Chase Debit Card Fraud Prevention - April, September, October 2013
Timeline
Direct Investing Specialist
TD Canada Trust
03.2024 - Current
Direct Investing engagement manager
TD Canada Trust
03.2022 - 03.2024
Direct Investing Specialist
TD Canada Trust
01.2021 - 02.2022
Direct Investing Representative
TD Canada Trust
01.2018 - 01.2021
Phone Channel Specialist
TD Canada Trust
01.2017 - 01.2018
Customer Service Associate
Convergys
01.2017 - 03.2017
Book Keeper
Dr Minoche Homji Medicine Professional Corporation
01.2016 - 01.2016
Flight dispatch & front desk associate
Diamond Flight Center
01.2015 - 01.2016
Senior Process Associate
Tata Consultancy Services (TCS)
01.2015 - 01.2015
Research Fraud Prevention Risk analyst
JP Morgan Chase
01.2013 - 01.2014
Flight Attendant
JetLite
01.2007 - 01.2008
Customer Relations Advisor
Global Services
01.2006 - 01.2007
Customer Service Advisor
ICICI First Source
01.2005 - 01.2006
Bachelors of Commerce (B.Com) - Business Management
University of Mumbai
Commercial Pilot License -
Transport Canada
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