Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
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Thasni Palakkal

Leduc,AB

Summary

Seasoned Client Advisor with a proven track record at Royal Bank of Canada, excelling in customer consultations and financial services. Skilled in fostering client relationships and driving new business development, I've significantly enhanced customer satisfaction. My professionalism and strategic approach to problem-solving underscore my ability to deliver tailored solutions and achieve goals.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Client Advisor

Royal Bank of Canada
Halifax, Nova Scotia
06.2020 - 03.2023
  • Provided customer service to clients, including answering questions and resolving issues.
  • Identified opportunities for improvement in customer service processes and procedures.
  • Guided client decisions based on tax or other financial benefits to help each reach desired goals.
  • Identified client needs and provided tailored solutions.
  • Developed relationships with clients through regular communication and follow-up.
  • Kept confidential client information properly protected and only used for official purposes.
  • Trained new staff members on customer service protocols and procedures.

Manager

Convenience Store
Halifax, Nova Scotia
09.2018 - 03.2020
  • Assigned work and monitored performance of project personnel.
  • Monitored budgets and expenditures to ensure cost-effectiveness while maintaining quality standards.
  • Developed and implemented strategies to increase customer satisfaction and loyalty.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Established processes to ensure efficient workflow throughout the organization.
  • Provided leadership during times of organizational change or crisis situations.
  • Monitored staff performance and addressed issues.

Shift Leader

Tesco Supermarket
Exeter, The United Kingdom
09.2016 - 06.2018
  • Mentored and coached staff by giving employees suggestions and feedback to improve job performance.
  • Analyzed key performance indicators to identify effective strategies.
  • Supervised and led employees to maintain productivity and customer service levels.
  • Inspected food preparation areas to ensure proper sanitation standards were met at all times.
  • Scheduled team members for shifts based on business needs and customer demand.
  • Operated cash registers and balanced cash drawers to ensure accuracy in transactions.

Business Analyst

Prompt Technologies
Kochi , Kerala
04.2012 - 03.2016
  • Communicated with customers, competitors and suppliers to stay abreast of industry or business trends.
  • Managed diverse projects for data capture, storage and forecast analysis.
  • Facilitated brainstorming sessions with cross-functional teams for problem solving activities.
  • Identified needs of customers promptly and efficiently.
  • Synthesized current business intelligence or trend data to support recommendations for action.
  • Identified or monitored current and potential customers using business intelligence tools.

Education

MBA - Logistics And Supply Chain Management

Cape Breton University
Sydney, NS
06-2020

BBA - Global Business Management

University of Exeter
The United Kingdom
06-2017

Skills

  • Industry awareness
  • New business development
  • Business development
  • Referral partnership maintenance
  • Product promotion
  • Professionalism and etiquette
  • Financial services
  • Customer consultations
  • Information collection

Certification

Certified Associate in Project Management

Certified Business professional

Accomplishments

Employee of the year

Leadership and excellence award

Dean's List

Business award

Languages

English
Full Professional
Malayalam
Full Professional
Tamil
Professional

Timeline

Client Advisor

Royal Bank of Canada
06.2020 - 03.2023

Manager

Convenience Store
09.2018 - 03.2020

Shift Leader

Tesco Supermarket
09.2016 - 06.2018

Business Analyst

Prompt Technologies
04.2012 - 03.2016

MBA - Logistics And Supply Chain Management

Cape Breton University

BBA - Global Business Management

University of Exeter

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Thasni Palakkal