SNEHAL CHITNIS
Owen Sound
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
Work History
Banking Advisor
Scotiabank
09.2022 - Current
- Improved branch sales performance by cross-selling various banking products and services.
- Contributed to client retention efforts by maintaining a high level of professionalism and exceptional customer support.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Achieved higher loan approval rates by carefully analyzing clients'' financial situations and offering tailored mortgage solutions.
- Increased client satisfaction by providing customized investment advice tailored to individual financial goals.
Financial Services Representative
Meridian Credit Union
02.2021 - 08.2022
- Serviced portfolio of around 800 members with responding to their services and needs as their dedicated advisor .
- Worked with members to develop financial planning strategies and solutions through evaluation of finances.
- Met with members to determine financial objectives and review assets, liabilities, cash flow and other financial information..
- Boosted financial service sales by using cross-selling techniques.
- Within approval limits approved or provided recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skills
- Also participated , initiated and conducted several community activities
- Processed deceased notifications for members
- Worked on Estate accounts and setting of Power of attorneys for members
MEMBER SERVICE REPRESENTATIVE
Meridian Credit Union, Owen Sound
08.2018 - 02.2021
- Attended to almost 10-20 members hourly everyday .Members with excellence, patience and empathy. While positioning products and services to add value to Members financial wellbeing.
- Completed ATM duties everyday.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse member questions.
- Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
- Delivered exceptional customer service to every member by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated , owned and resolved member inquiries and complaints quickly.
- Exhibited high energy and professionalism when dealing with members and staff.
- Developed highly empathetic member relationships and earned reputation for exceeding service standard goals.
- Responded proactively and positively to rapid change.
SALES ASSOCIATE
Home Depot, Owen
01.2018 - 08.2018
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
- Provided positive first impressions to welcome existing, new and potential customers.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions regarding sizing, accessories and proper care for merchandise.
- Engaged with customers to effectively build rapport and lasting relationships.
- Helped customers locate products and checked store system for merchandise at other sites
Education
Mutual Funds License - Investment Funds in Canada (IFC)
Canadian Securities Institute
Toronto, ON12.2022
Human Resource Management Certificate - Human Resources Management
Algonquin College
Ottawa, ON09.2017
College Diploma -
HOSPITALITY & TOURISM, Isle of Man College
United Kingdom2007
Hotel Management & Catering - MANAGEMENT & CATERING TECHNOLOGY
Nagpur University
India07.2006
Skills
- Investment banking services
- Credit risk evaluation
- Financial Planning
- Loan Processing
- Investment strategies
- Goal-Oriented
- Mortgage Knowledge
- Financial product knowledge
Accomplishments
- Received several recognitions from staff, members and business partners at Meridian credit union
- Conducted several interesting and informative advisor meetings .
- Conducted and initiated innovative ways to indulge Community support
- Overachieved goals by with accuracy and efficiency.
Bollywood dancing and keeping fit
I enjoy dancing and use this as my self recharge time to help me keep going
Timeline
Banking Advisor
Scotiabank
09.2022 - Current
Financial Services Representative
Meridian Credit Union
02.2021 - 08.2022
MEMBER SERVICE REPRESENTATIVE
Meridian Credit Union, Owen Sound
08.2018 - 02.2021
SALES ASSOCIATE
Home Depot, Owen
01.2018 - 08.2018
Mutual Funds License - Investment Funds in Canada (IFC)
Canadian Securities Institute
Human Resource Management Certificate - Human Resources Management
Algonquin College
College Diploma -
HOSPITALITY & TOURISM, Isle of Man College
Hotel Management & Catering - MANAGEMENT & CATERING TECHNOLOGY
Nagpur University
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