Sneha Das
Brantford,Canada
Summary
Experience in advising clients on investment strategies, retirement planning, and financial planning. Strong background in understanding financial markets, financial products, and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Knowledgeable and dedicated customer service professional with extensive experience in the banking industry. Solid team player with an outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed, and process optimization. Articulate, energetic, and results-oriented with an exemplary passion for developing relationships, cultivating partnerships, and growing businesses.
Overview
12
12
years of professional experience
Work History
Senior Customer Experience Associate
Scotiabank
07.2023 - Current
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
Customer Experience Associate
TD Canada Trust Bank
04.2022 - 12.2022
- Streamlined teller operations for better workflow by implementing time-management strategies.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
Relationship Manager, Banking Operations
ICICI BANK CANADA
04.2021 - 03.2022
- Collaborated with cross-functional teams to develop new products and services tailored to the needs of relationship banking customers.
- Identified opportunities for cross-selling additional bank products, driving business growth through strategic sales efforts.
- Developed targeted marketing campaigns for relationship banking clients, boosting product awareness.
- Coordinated with internal departments to facilitate seamless transaction processing for relationship banking clients.
- Established strong referral networks within the community, generating leads for new business opportunities in the banking sector.
- Maintained compliance with all regulatory requirements, ensuring continued operational excellence within the relationship management function.
- Maintaining a database of immigrant & educational consultants to grow the business for Hello Canada & Student GIC program.
- Networked to identify potential new clients and expand geographic territories.
Relationship Manager
Standard Chartered Bank
08.2019 - 08.2020
- Developed comprehensive financial plans for clients to help them reach their short-term and long-term financial goals.
- Built strong client relationships through consistent communication, regular portfolio reviews, and timely market updates.
- Managed risk within client portfolios by carefully selecting appropriate investments and maintaining proper asset allocation.
- Maintained compliance with all regulatory requirements and industry standards by diligently adhering to internal controls and guidelines.
- Conducted thorough due diligence on potential investments by analyzing company financials, industry trends, and economic factors.
- Enhanced client service experience by proactively addressing concerns, resolving issues promptly, and providing regular updates on portfolio performance.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Delivered comprehensive wealth management solutions for high-net-worth individuals and families.
Assistant Manager
IDFC BANK
09.2016 - 07.2019
- Improved client financial stability by developing tailored investment strategies and retirement plans.
- Assisted clients in achieving their financial goals through comprehensive analysis of their assets, liabilities, and risk tolerance.
- Built long-lasting relationships with clients by providing personalized financial advice and exceptional customer service.
- Conducted regular portfolio reviews to ensure alignment with clients'' evolving financial objectives and market conditions.
- Educated clients on various investment products, enabling informed decision-making and enhanced portfolio diversification.
- Managed high-net-worth client accounts with diligence, maintaining confidentiality and adhering to regulatory requirements.
- Implemented effective risk management strategies to protect clients'' wealth from potential market downturns.
Assistant Manager
HDFC BANK
01.2015 - 07.2016
- Grievance redressal desk managing customer complaints through emails and calls and connecting with different departments for Solutions
- Resolving all the Complaints within the Turnaround Time
- Upselling Fixed Deposits and Loans and Credit card limit enhancement and credit card upgradation
Senior Associate
Altius
06.2012 - 12.2014
- 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.
- Increased customer satisfaction by addressing and resolving complex issues effectively.
- Boosted sales revenue by identifying customer needs and recommending appropriate products or services.
- Maintained high levels of customer retention with proactive relationship-building strategies.
- Enhanced team performance, providing continuous training and support to new and existing representatives.
Education
Global Business Management
CONESTOGA
Brantford, Ontario08.2023
Bachelor of Commerce -
University of Mumbai
06.2011
Skills
- Relationship management
- Sales expertise
- Banking Solutions
- Regulatory Guidelines
- Interpersonal Skills
- Customer-facing leadership
- Written and verbal Communication
- Strong delegating abilities
- Team effectiveness
- Microsoft Office Suite expertise
- Digital Applications
- CRM Software
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Marathi
Native or Bilingual
Punjabi
Full Professional
Gujarati
Full Professional
Timeline
Senior Customer Experience Associate
Scotiabank
07.2023 - Current
Customer Experience Associate
TD Canada Trust Bank
04.2022 - 12.2022
Relationship Manager, Banking Operations
ICICI BANK CANADA
04.2021 - 03.2022
Relationship Manager
Standard Chartered Bank
08.2019 - 08.2020
Assistant Manager
IDFC BANK
09.2016 - 07.2019
Assistant Manager
HDFC BANK
01.2015 - 07.2016
Senior Associate
Altius
06.2012 - 12.2014
Global Business Management
CONESTOGA
Bachelor of Commerce -
University of Mumbai
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