Yash Rambhia
Hamilton,Ontario
Summary
Dynamic professional with a proven track record at TD Bank, excelling in customer relationship management and process automation. Skilled in leveraging CRM tools and data analysis to enhance client satisfaction and drive revenue growth. A collaborative team player committed to delivering exceptional service and optimizing business processes for improved efficiency.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Experience Associate
TD Bank
07.2024 - Current
- Greeted customers entering store and responded promptly to customer needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Processed customer transactions promptly, minimizing wait times.
- Built relationships with customers to encourage repeat business.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Senior Area Technology Sales Specialist
Staples Canada
10.2023 - Current
- Delivered exceptional customer service, addressing client concerns promptly and professionally.
- Developed a keen understanding of client pain points by actively listening during discovery discussions.
- Increased technology sales by developing and maintaining strong client relationships.
- Handled contract negotiations skillfully, securing favorable terms for both company and clients.
Business and Strategy Analyst
Kapadia Global Actuaries
12.2023 - 04.2024
- Developed strategic plans for various projects, leading to successful implementation and increased revenue generation.
- Managed diverse project portfolios by prioritizing resources based on strategic alignment and ROI potential, maximizing overall value creation.
- Provided ongoing coaching and mentorship to junior staff members, contributing to the overall skill development within the team.
- Implemented monitoring systems to track progress against strategic goals, ensuring timely course corrections as needed.
- Conducted market research and financial analysis to identify trends, risks and profit opportunities.
- Created complex SQL queries to extract, clean, and aggregate data from internal databases, which supported the development of interactive Power BI dashboards.
- Developed and maintained financial models and performed ad-hoc Excel reporting to support decision-making.
- Analyzing financial data to support the development of business strategies and growth plans.
- Evaluating the effectiveness of current business processes and making recommendations for improvement.
- Collaborating with cross-functional teams, including actuaries, underwriters, and sales, to ensure alignment of business strategies and objectives.
- Staying up-to-date on industry developments to senior management to prioritize and implement strategic initiatives, such as market expansion and cost reduction.
- Presented detailed, data-driven insights and process improvement recommendations to senior management, aligning with cross-functional teams to implement strategic initiatives.
Business Analyst
HyperCAP (Now Neural Stream Automation))
08.2021 - 04.2023
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
- Improved business processes by analyzing current practices and recommending optimization strategies.
- Identified automation opportunities and implemented RPA and AI tool solutions across partner organizations.
- Analyzed complex business processes to generate actionable insights and support strategic decisions.
- Designed and maintained relational data models in Power BI, using Power Query and Dataflows to ensure data integrity and timely refreshes.
- Working closely with stakeholders to understand their business processes and needs, and managing timely delivery.
- Developing and delivering presentations and demonstrating RPA and software robot solutions to clients, explaining their benefits and features.
- Developed Power Automate flows to transform repetitive manual tasks into efficient, automated workflows, resulting in significant process improvements.
- Providing training and support to clients for a smoother transition.
- Managed cross-functional project support, coordinating between technical teams and stakeholders to track progress and ensure timely project implementation.
- Providing regular reports to senior management on the status of client relationships and project progress.
Education
Diploma Graduate Certificate - International Business Management
Mohawk College of Applied Arts And Technology
Hamilton, None12-2024
Post Graduate Diploma Certificate - Business Analysis
Mohawk College of Applied Arts And Technology
Hamilton, None05-2024
Bachelors in Commerce (accounts And Finance) - Business Administration And Management
Mithibai College
Mumbai08-2021
Skills
- CRM tools (Salesforce, Hubspot, MS Dynamics 365)
- Microsoft Office (Advanced)
- ISO 9001:2015 certified (manager)
- KPI tracking
- Tally ERP
- Quality assurance
- Power BI
- IBM Maximo
- Axonify
- Custom ERPs
- Requirements gathering
- Team collaboration
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Kutchi
Native or Bilingual
Sindhi
Native or Bilingual
Sanskrit
Limited Working
Certification
- Business Analysis Foundations: Business Process Modeling
- Tableau for Data Scientists
- Fintech: Foundations & Applications of Financial Technology
- AI in Business Essential Training
- Business Intelligence Analyst - Foundation
- Intermediate SQL
- Access 2019 Essential Training
- Enterprise Design Thinking Practitioner
- MEDIC Emergency First Aid
- TCPS 2: CORE
- TEL- With Charted Accountants
Timeline
Customer Experience Associate
TD Bank
07.2024 - Current
Business and Strategy Analyst
Kapadia Global Actuaries
12.2023 - 04.2024
Senior Area Technology Sales Specialist
Staples Canada
10.2023 - Current
Business Analyst
HyperCAP (Now Neural Stream Automation))
08.2021 - 04.2023
Diploma Graduate Certificate - International Business Management
Mohawk College of Applied Arts And Technology
Post Graduate Diploma Certificate - Business Analysis
Mohawk College of Applied Arts And Technology
Bachelors in Commerce (accounts And Finance) - Business Administration And Management
Mithibai College
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