Tanvi Mehta
Etobicoke,ON
Summary
Communicative and organized Client Advisor with experience providing exceptional client support services. Adapt at managing existing client relationships and formulating and implementing advice. Flexible Client Advisor with experience efficiently resolving issues for banking clients and providing operations support. Talented at selling various banking products and services with excellent understanding of basic bank transactions. Dedicated to working weekends and evenings to achieve necessary tasks and meet customer needs.
Overview
3
3
years of professional experience
Work History
Client Advisor
Royal Bank Of Canada, RBC
10.2023 - Current
- Collaborated with team members to develop innovative solutions for complex client needs.
- Studied financial documents to identify potential areas needing improvement.
- Created financial models to analyze and evaluate investment strategies.
- Supported company initiatives by actively promoting brand awareness both online and offline.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Contributed to bank marketing and awareness campaigns to grow customer base.
- Recommended specific investments to help clients meet financial goals.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Demonstrated strong knowledge of RBC products and services, effectively cross-selling relevant financial products to meet customer needs and enhance their overall banking experience.
- Consistently achieved 100% client satisfaction and successfully resolved all customer inquiries, meeting performance goals for two consecutive months.
Administrative Assistant
Matrixinfologics Inc
06.2022 - 10.2023
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Surpassed team goals by partnering with colleagues to implement best practices and protocols.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Volunteered to help with special projects of varying degrees of complexity.
- Scheduled office meetings and client appointments for staff teams.
- Transcribed and organized information to assist in preparing speeches and presentations.
Customer Representative
Axis Bank
06.2021 - 03.2022
- Met customer call guidelines for service levels, handle time and productivity.
- Provided customers with updates and periodic statements on service developments and changes in trends.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Implemented and developed customer service training processes.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Educated customers about billing, payment processing and support policies and procedures.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Retained dissatisfied customers by offering empathetic listening skills followed by effective problem-solving approaches tailored to each individual case.
- Increased repeat business through exceptional service, building trust and loyalty among clients.
- Increased efficiency and team productivity by promoting operational best practices.
- Surpassed goals by achieving over 200% of the target on four occasions.
Education
Post Graduation Diploma - Supply Chain Management
Humber College
Toronto, ON08.2023
Post Graduation Diploma - Project Management - Information Technology
Humber Institute of Technology And Advanced Learning
Toronto, ON12.2022
BBA - Finance
Gls University
Gujarat India 03.2021
Skills
- Consultative Selling
- Monthly Financial Statements
- Customer Complaint Resolution
- Customer Referrals
- Client Engagement
- Certification in Risk Management Assurance
- Cash Flow Management
- Client Relations
- Client Needs Assessment
- Financial Budgeting
- CRM
- SAP
- Outlook
- Hubspot
Languages
English
Hindi
Gujarati
Timeline
Client Advisor
Royal Bank Of Canada, RBC
10.2023 - Current
Administrative Assistant
Matrixinfologics Inc
06.2022 - 10.2023
Customer Representative
Axis Bank
06.2021 - 03.2022
Post Graduation Diploma - Supply Chain Management
Humber College
Post Graduation Diploma - Project Management - Information Technology
Humber Institute of Technology And Advanced Learning
BBA - Finance
Gls University
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