Shruti Kanojia
Vancouver,Canada
Summary
Dynamic Financial Service Associate with a proven track record at CIBC Imperial Services, excelling in customer relationship building and financial product sales. Adept at enhancing client satisfaction through proactive solutions and effective communication. Recognized for improving team productivity and achieving sales goals while maintaining meticulous records management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Service Associate
CIBC Imperial Services
Vancouver, Canada
05.2024 - Current
- Meeting with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
- Partner with our financial advisor to help clients meet their financial goals.
- Engage in marketing and outreach activities to show clients we value them and their communities.
- Grow our network, deepen existing relationships, and work as one team to ensure clients are connected to the right people, and opportunities.
- Share our knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
- Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.
- Prepare client files, book appointments, and maintain schedules.
- Help team success by improving team productivity, and proactively uncovering business opportunities.
- Conducted financial assessments to identify client needs and recommend solutions.
- Resolved client issues promptly, ensuring high satisfaction levels.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
Client Advisor
Royal Bank of Canada
Vancouver, Canada
03.2022 - 05.2024
- Proactively engage with clients in the branch, and deliver an outstanding service experience by completing transactions, identifying opportunities for advice, solutions, digital enablement, and partner introductions.
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.
- Reconcile cash drawers at the end of the day, count and package coins and currency, and turn in any excess or damaged currency to the head teller.
- Analyzed client needs to provide customized financial solutions.
- Facilitated communication between clients and internal departments for seamless service.
- Educated clients on various account features and benefits of banking services.
- Resolved client inquiries and complaints effectively and professionally.
- Trained new staff members on customer service protocols and procedures.
- Generated sales leads by attending industry events and networking opportunities.
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Provided technical support when necessary in order to resolve customer queries quickly.
- Implemented security measures for cash storage and transportation.
- Trained staff on cash management protocols and best practices.
- Managed cash handling processes and ensured accurate record-keeping.
Front Desk Agent
Royal Concierge
Vancouver, Canada
11.2020 - 02.2022
- Company Overview: Property Management Company.
- Managing cash and check payments for the move-ins/outs, parking stalls, and lockers.
- Handling all mail and packages by maintaining a record on M.S. Excel.
- Screening, organizing, and regular checks on emails.
- Provide general support, including booking meeting rooms, amenities, ordering supplies, etc.
- Maintain records and files.
- Property Management Company.
- Assisted in maintaining the cleanliness and organization of the front desk area.
- Answered phones, responded to inquiries, and took messages.
- Resolved residents' complaints promptly and courteously.
- Posted incidental charges to ledgers, manually or by using computers.
Executive Administrative Assistant
Ministry of Animal Husbandry, Dairy, and Fisheries
Delhi, India
01.2020 - 07.2020
- I assisted the Honorable Undersecretary of the Department.
- Coordinated internal communication between departments within the Ministry of Animal Husbandry.
- Managed executives' calendars, scheduling meetings and appointments efficiently.
- Prepared comprehensive reports on livestock health and dairy production trends.
- Maintained filing systems for sensitive documents in compliance with regulations.
- Provided secretarial support to the executive staff including composing correspondence, memos, presentations, reports and other documents as requested.
- Participated in frequent communication with other administrative team members, human resources and finance department on special projects and events.
- Prepared monthly, quarterly, and year-end payroll statements for the staff.
- Cash handling: payments to contractors and other expenses.
- Remitted payroll taxes and governmental reporting.
- Organized and sorted files and emails for tenders of the department's ongoing project.
- Assisted in budget allocation for different government schemes and projects.
Client Service Associate
Tech India Infotech
New Delhi, India
07.2015 - 11.2019
- Providing an analysis of RBL banking and credit card fees versus the forecast.
- Provide administrative support to the AVP, Directors, Managers, and Quality Analysts as required.
- Creating PowerPoint presentations for the team, and assisting supervisors with the projects.
- Managing all new applications to establish and sustain client relationships.
- Identified lucrative markets by conducting market and competitor research for AIRTEL.
- Managed client inquiries and resolved issues efficiently and effectively.
- Facilitated onboarding processes for new clients to ensure smooth transitions.
- Maintained detailed records of client interactions and transactions in the CRM system.
- Supported marketing campaigns by gathering client insights and preferences regularly.
- Organized digital files containing sensitive client data in a secure manner for easy retrieval when needed.
- Promoted client satisfaction by working with operational teams in proper resolution of service issues.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Excelled in exceeding daily credit card application goals.
Administrative Assistant Intern
Ayushman Hospital
New Delhi, India
08.2018 - 12.2018
- Maintained files and filing, keeping sensitive information confidential about patients.
- Answered phone calls, directed inquiries to appropriate personnel, and responded to patients' requests in a timely manner.
- Provided administrative support to management staff and doctors, including scheduling meetings and appointments, preparing agendas, taking minutes, and maintaining records.
- Prepared files for meetings, including test reports, x-rays, and other materials.
- Maintained confidentiality of sensitive information related to patients, or personnel matters.
- Monitored office supply levels and placed orders when necessary.
- Greeted visitors upon arrival and directed them to appropriate destinations within the building.
- Scanned documents into digital format for easy storage and retrieval when needed.
Intern
Airport Authority of India
New Delhi, India
05.2013 - 07.2013
- Underwent training in the Department of Finance for understanding Bills Reconciliation, Salary Preparation.
- Comprehensive Pension Management System (CPMS)- learning of pension process and paperwork.
- Human Resource - Training of Staffing, documentation and managing data of staff.
Education
Post-Graduation - Global Hospitality and Tourism Management
Capilano University
British Columbia12.2021
Bachelor of Honours - Business Economic
SGTB Khalsa
Delhi05.2015
Skills
- Microsoft Office Suite
- Tally
- Customer service
- Teamwork
- Communication
- Financial services
- Cash management
- Account documentation
- Financial product sales
- Cash handling
- Customer relationship building
- Customer relationship management
- Sales goals
- Teller transactions
- Punctual and dependable
- Records management
- Team building
- Adaptability
- Written communication
- Interpersonal communication
- Administrative support
Volunteer Experience
- Branch Representative for CIBC, Cancer Society, Vancouver, BC, 08/01/25, 09/01/25, Participated in community outreach events to promote the cancer awareness., Regular team meeting and discussion for raising funds., Making sure to provide 100% participation of all team members from the branch., Collecting donation and depositing to the suspense account., Preparing excel sheet for the participants and clients for the charity event.
- Branch Representative for CIBC, BC Children Hospital, Vancouver, BC, 04/01/25, 06/01/25, Active participation in all the discussions about raising funds for the charity., Hosting pub night as the charity event for the team., Updating all the information in the system to the clients who provided donation., Depositing donation amount to the suspense account.
- Branch Representative for RBC, BC Children Hospital, Vancouver, BC, 05/01/23, 10/01/23, Collecting funds for the charity event., Selling chocolates while communicating with clients at front., Conducting Team huddles with team and getting 100% registrations for the event.
Languages
- Hindi, Native
- English, Fluent
Certification
- Serving it Right
- First Aid
Timeline
Financial Service Associate
CIBC Imperial Services
05.2024 - Current
Client Advisor
Royal Bank of Canada
03.2022 - 05.2024
Front Desk Agent
Royal Concierge
11.2020 - 02.2022
Executive Administrative Assistant
Ministry of Animal Husbandry, Dairy, and Fisheries
01.2020 - 07.2020
Administrative Assistant Intern
Ayushman Hospital
08.2018 - 12.2018
Client Service Associate
Tech India Infotech
07.2015 - 11.2019
Intern
Airport Authority of India
05.2013 - 07.2013
Post-Graduation - Global Hospitality and Tourism Management
Capilano University
Bachelor of Honours - Business Economic
SGTB Khalsa