Sonali Topiwala
Toronto,ON
Summary
Dynamic professional with extensive experience at HDFC Bank, specializing in client relationship management and financial analysis, including tax filing. Achieved notable success in optimizing investment portfolios while significantly enhancing customer satisfaction. Proficient in financial software and skilled in problem-solving, consistently delivering results that drive revenue growth and operational efficiency.
Overview
13
13
years of professional experience
Work History
Income Tax Filing
George Brown College
Toronto, ON
03.2025 - Current
- Assisted students and community members with filing accurate income tax returns using specialized tax software, Ufile.
- Provided guidance on eligible deductions, tax credits, and best practices for maximizing refunds
- Ensured compliance with Canadian tax regulations while maintaining confidentiality and accuracy
Cashier
Starsky Fine Foods
Mississauga, Ontario
07.2024 - Current
- Processed customer purchases accurately and efficiently using point-of-sale (POS) systems, while maintaining excellent customer service.
- Addressed customer inquiries, resolved complaints, and ensured a positive shopping experience.
- Balanced cash registers at the end of shifts, and ensured all transactions are accounted for accurately.
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
Back-office Assistant (Seasonal)
DHL-Transportation & Warehouse
Scarborough, ON
12.2023 - 01.2024
- Maintained and updated inventory logs to ensure accurate stock tracking and efficient warehouse operations
- Prepared, verified, and processed shipping documents to ensure compliance and accuracy in order fulfillment
- Assisted in organizing warehouse tasks and streamlining processes to improve overall workflow
Personal Banker
HDFC Bank
Mumbai, India
06.2021 - 07.2023
- Worked closely with retail bank customers and assisted them with their daily operational queries while managing multiple clients and supporting footfalls
- Built and managed customer relationships to boost branch revenue by selling third-party and asset products while ensuring customer retention
- Resolved customer issues related to banking products, transactions, and digital services, ensuring timely and accurate solutions
- Coordinated with back-office and sales teams to ensure seamless customer support, enhancing overall branch efficiency
- Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.
Retail Sales Executive
Verify Property LLP
Mumbai, India
11.2020 - 05.2021
- Collaborated with financial institutions to simplify home loan processes, assisting clients in understanding loan options, documentation, and eligibility criteria.
- Conducted market research to identify emerging trends and customer preferences, helping to tailor sales strategies accordingly.
- Negotiated terms with clients and successfully closed multiple property deals, ensuring customer satisfaction, and compliance with legal regulations.
Accounts Assistance
Law Firm of Cyrus Nallaseth
Mumbai, India
05.2019 - 10.2020
- Generated precise invoices, maintained billing compliance, and monitored all financial transactions for payments to the U.S. government.
- Assisted in preparing financial statements and reports, ensuring compliance with legal and financial guidelines.
- Managed accounts payable and receivable processes, ensuring timely payments and proper documentation.
- Ensured accuracy of data entry into accounting systems by verifying documents against source information.
Customer Support Representative
HDFC Bank
Mumbai, India
04.2012 - 04.2014
- Managed and optimized client investment portfolios, built strong relationships through effective communication, provided personalized financial guidance, and promptly addressed inquiries to enhance overall customer satisfaction.
- Developed strong relationships with customers by providing helpful advice and support.
- Responded promptly to complaints or requests from customers.
Education
Post Graduation - Marketing Management- Financial Services
George Brown College
Toronto, ON08-2025
Post Graduation - Financial Planning
Humber College
Toronto, ON08-2024
Bachelor - Banking & Insurance
Mumbai University
Mumbai, India05-2007
Skills
- Data analysis
- Financial Software Proficiency
- Portfolio Management Tools: CRM systems
- Electronic filing systems
- Financial Planning and Strategy
- Investment management
- Client Relationship Management
- Marketing and Business Development
- Risk Management
- Financial analysis
- Relationship management
- Problem solving
Honors & Community Service
- Humber's Dean's List - Financial Planning, Tornoto ON | Jan 2024
- Supported ChampFire Circle by promoting Toronto Marlies and Humber College ticket sales, with a portion of proceeds donated to the charity, benefiting community causes for cancer patients
Timeline
Income Tax Filing
George Brown College
03.2025 - Current
Cashier
Starsky Fine Foods
07.2024 - Current
Back-office Assistant (Seasonal)
DHL-Transportation & Warehouse
12.2023 - 01.2024
Personal Banker
HDFC Bank
06.2021 - 07.2023
Retail Sales Executive
Verify Property LLP
11.2020 - 05.2021
Accounts Assistance
Law Firm of Cyrus Nallaseth
05.2019 - 10.2020
Customer Support Representative
HDFC Bank
04.2012 - 04.2014
Post Graduation - Marketing Management- Financial Services
George Brown College
Post Graduation - Financial Planning
Humber College
Bachelor - Banking & Insurance
Mumbai University
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