Summary
Overview
Work History
Education
Skills
Languages
Extracurricular Activities
Hobbies and Interests
Affiliations
Timeline
Generic

VIJANTI DHANJI

Scarborough,Canada

Summary

Accomplished Senior Relationship Manager offering high performance leading development and implementation of superior sales strategy. Proven track record of identifying and creating profitable business opportunities, qualifying authentic prospects and cultivating strong partnerships. Demonstrated expertise in team leadership and development.

Overview

13
13
years of professional experience

Work History

Premier Relationship Manager

HSBC BANK CANADA
SCABOROUGH, ON
03.2022 - Current
  • Monitored market trends and identified potential opportunities for clients' investments.
  • Maintained accurate records of all interactions with customers in the CRM system.
  • Enhanced sales volume through skilled support to both new and inactive customers.
  • Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires.
  • Resolved customer complaints regarding sales and service.
  • Developed and maintained relationships with high-net-worth clients to identify their financial needs and objectives.
  • Established strong client relationships to drive business development.
  • Coached junior staff members in delivering exceptional customer service standards.

Senior Premium Banker

HSBC Bank Canada
Brampton, Canada
03.2021 - 03.2022
  • As a Senior Premium Banker, help clients to manage, protect and grow their wealth, offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products
  • Assisting international network clients with my international expertise to support individuals, families, business owners, investors and entrepreneurs around the world
  • In this role, you will be responsible for developing and retaining relationships primarily with existing, affluent customers, through active management of branch portfolios and ensuring solutions continually meet customer's needs.

Premium Banker

HSBC Bank Canada
Brampton, Canada
03.2020 - 03.2021
  • As a Premium Banker, at Brampton Branch was able to cater to walk-in client with everyday banking needs, helping them understand their financial needs, and assisting them in achieving their dreams and aspiration
  • In my role as Premium Banker, was able to assist client with mortgage applications, account opening journeys, credit card application, Line Of credit and different banking needs
  • Furthermore as a licensed mutual funds advisor also assisted clients with their wealth/ investments needs
  • Furthermore to my role, catering client with online investment account, coordinating with various different team in relation to Invest direct / Online Trading Account for investments.

Premier Relationship Executive

HSBC Bank Middle East
Dubai, United Arab Emirates
09.2016 - 09.2019
  • As a PREMIER Relationship Executive, I was involved in meeting high end clients such as Managing Directors, HR HEADS, COUNTRY HEADS and Other Seniors Professional from various companies, for their day to day banking needs
  • I was responsible for helping clients, with their financial needs
  • Following HSBC guidelines for sanction policy, high end customer service and fast track delivery of solutions to clients
  • Also handling clients portfolio which includes investments, offshore accounts, offshore investments, jersey account, and Mortgage as well.

Sales And Service Officer

HSBC Bank Middle East
Dubai, United Arab Emirates
06.2013 - 09.2016
  • As a Sales and Service Officer, was responsible for managing various company portfolios, which included on boarding of new to company employees in terms of account opening, credit card facilities, whenever a client is eligible for it
  • Managing client's expectations, managing complaints, delivering great customer experience
  • Furthermore, cold-calling to generate more sales opportunities, generating more possibilities to listing of big companies for business opportunities
  • Working for a multi product team that involves personal lending facilities, credit cards, New to bank accounts, personal insurance, personal loan and other facilities required by retail clients.

Advance Relationship Manager

HSBC Pakistan
Karachi, Pakistan
10.2011 - 06.2013
  • As an Advance Relationship Manager, was responsible for managing the ADVANCE FLOOR in a flag ship Branch
  • Was managing a portfolio of Advance clients, reviewing reports for the attrition of funds on a daily basis, making sure the book size of the branch does not fall below its threshold
  • As a manager was handling a team of 4 staff, who were responsible to cater to walk-in clients in the branch and manage the foot fall
  • Providing clients with excellent customer service, helping them achieve their dreams by assisting them with various day to day banking needs.

Service Officer

HSBC Pakistan
Karachi, Pakistan
09.2010 - 10.2011
  • Started my Career as Service Officer, which included duties like catering to walk-in clients, assisting relationship managers with paper walk, account opening documents
  • Helping clients with cheque book processing, Atm processing, was also responsible for service quality.

Premier Relationship Manager

HSBC Bank Canada
Scarborough, Canada
03.2022
  • As a Premier Relationship Manager, assist and be a trusted adviser to new and existing customers in my portfolio
  • Provide a tailored approach and comprehensive financial advice, while working collaboratively with team members to support their entire life journey
  • Help clients to manage, protect and grow their wealth
  • Offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products
  • Our international network and breadth of expertise enables me to support individuals, families, business owners, investors and entrepreneurs everywhere
  • In order to cater clients in a timely manner, my Premier Relationship Officer aide me with contacting clients proactively, dealing with client banking queries, supporting back office processes.

Education

PERSONAL FINANCIAL PLANNER - PFP

CSI
TORONTO, ON
01-2024

Certificate in Financial Services Advice - FP 1

CSI
TORONTO
02-2023

Bachelors In Commerce -

University of Karachi
05.2009

HSC -

Sir Syed University of Engineering and Technology
08.2006

SSC -

St. Joseph Convent High School
07.2003

Skills

  • Leadership Expert
  • Customer Relationship Management Expert
  • Teamwork Expert
  • Portfolio Management
  • Wealth Management
  • Financial Planning
  • Financial Advising
  • Team Leadership
  • Critical Thinking
  • Strategic Planning
  • Customer Portfolio Management

Languages

  • ENGLISH Highly proficient
  • HINDI Highly proficient
  • URDU Highly proficient
  • GUJARATI Highly proficient

Extracurricular Activities

CAUSE, 06/01/19, 09/01/19, Karachi, Pakistan, Collecting charity for unprivileged families in rural parts of Pakistan. Arranging Christmas parties for children at Orphanages, Helping Cancer patients with their medical expenses and doctor bills. Helping poor families with arrangement for their daughter's weddings.

Hobbies and Interests

  • Cooking
  • Baking

Affiliations

Acted as an Assistant Branch Manager, in the absence of the Branch Manager, for a period of 5 months, in 2023. During this period, was responsible for management of operations of the branch, including cash management, client management and team management. During this period I single handedly management the branch, while delivering results, managing my portfolio as well. Guided my team members in the branch with issues and concerns. Managing client satisfaction and expectation as well, and not comprising on Customer Experience and Services. During this period I managed a team of 8 people and reporting directly to the senior Management.

Timeline

Premier Relationship Manager

HSBC BANK CANADA
03.2022 - Current

Premier Relationship Manager

HSBC Bank Canada
03.2022

Senior Premium Banker

HSBC Bank Canada
03.2021 - 03.2022

Premium Banker

HSBC Bank Canada
03.2020 - 03.2021

Premier Relationship Executive

HSBC Bank Middle East
09.2016 - 09.2019

Sales And Service Officer

HSBC Bank Middle East
06.2013 - 09.2016

Advance Relationship Manager

HSBC Pakistan
10.2011 - 06.2013

Service Officer

HSBC Pakistan
09.2010 - 10.2011

PERSONAL FINANCIAL PLANNER - PFP

CSI

Certificate in Financial Services Advice - FP 1

CSI

Bachelors In Commerce -

University of Karachi

HSC -

Sir Syed University of Engineering and Technology

SSC -

St. Joseph Convent High School
VIJANTI DHANJI