Shikha D.

Experience

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  Modern School, Barakhamba Road

  Apr 2014 - Apr 2015

  Teaching (Administration)

  • Interacted with over 200+ students and 50+ staff members on daily basis, Instructed and evaluated students from grades 11-12 • Managed budget and ordered supplies for department, Supervised and delegated responsibilities to the team of 8 members • Handled relations with parents, students, employers, and the community• Managed budgets and ensuring financial systems are followed• Oversaw record-keeping• Managed student services such as guidance programs• Trained, supervised, and motivated faculty including teachers and auxiliary staff• Worked on committees including academic boards, governing bodies and task groups• Assisted with recruitment, public or alumni relations and marketing activities• Provided administrative support to an academic team of lecturers, tutors or teachers• Drafted and interpreted regulations and dealing with queries and complaints procedures Show less

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  New Green Field School - India

  Jul 2015 - Jul 2016

  Teaching (Administration)

  • Assisted with recruitment, public or alumni relations and marketing activities, created and maintained employee files and ensured the effective control and traceability of all correspondence• Provided administrative support to academic team of lecturer by drafting offers and other type of letters, making copies, scanning and sending emails, maintained professional and confidential communication with administrators, faculty and staff• Developed and administered performance standard projects and assessments; analyzed and applied plans for improvement• Maintained high levels of quality assurance, including course evaluation and course approval procedures• Contributed to policy and planning• Purchased goods and equipment, as required, and processing invoices• Liaised with partner institutions, other institutions, external agencies, government departments and prospective students• Organised and facilitating a variety of educational or social activities Show less

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  BMO

  Nov 2019 - Oct 2021

  Customer Relationship Management Strategy• Monitored and analysed current market conditions for clients to understand the latest economic trends and innovations, driving expedient adaptability and sustain competitive advantage, helping solve any business issues• Monitored, reviewed and analysed strategies in marketing, sales and advertising to determine the viability of current initiative/solution, and implement modifications when required• Developed and prepared presentations for prospective clients to promote products/services and engage potential clients’ buy in, able to book appointments and close referrals• Engaged customers in a needs-based conversation to identify potential opportunities and addressed everyday banking plans and credit card needs, educate customers about investment and lending opportunities thereby creating referrals, increased the branch RNPS by 3 points• Helped clients to make real financial progress, thereby suggesting strategies to grow the value of their portfolio by 3-5%• Handled, manipulated and analysed data and information responsibly. Followed risk management and compliance proceduresProblem Resolution Strategy• Partnered with clients to solve their most complex problems, and thereby reducing problem incident by 75% and increasing customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or creating referrals (PB's or Financial Planners) or BMO partners (Such as Nestbit Burns or Investorline) while maintaining confidentiality and accuracy• Answered routine questions for managers and employees (Either in person, over the phone or by email), and assisted with problem solving; Proactively relayed potential customer or employee/partner service issues to the Supervisor, involved with requirements gathering and collaborate with the client Show less Awarded 2020 Annual ‘Best of the Best’ Honouree for achieving 400% sales target (Highest in the downtown Market), created 12% Investment referrals, initiated transfers of assets from other financial institutions, created over multiple referrals for mortgages, and investmentsAwarded 'Spotlight Award' for Q3 by Regional Head (GTA), for over-achieving sales revenue targets (YTD).Awarded BMO Beam recognition for excellent customer service and provided great support, by serving as the first point of contact for clients, employees, managing or escalating issues as necessary; Responding to general queries from customer, employees through the BMO Helpline.Engaged customers in a needs-based conversation to identify potential opportunities and addressed everyday banking plans, as well as investment and lending opportunities thereby creating referrals.Supported customer requests for banking services, including handling transactions and welcomed customers warmly and met their banking service and transactional needs with seamless execution.Offered advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.Partnered with clients to solve their most complex problems, and thereby reducing problem incident and increasing customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or creating referrals (PB's or Financial Planners) or BMO partners (Such as Nestbit Burns or Investorline) while maintaining confidentiality and accuracy.Answered routine questions for managers and employees, and assisted with problem solving.Proactively relayed potential customer or employee/partner service issues to the Supervisor.Attended investment workshops and helped with special projects as necessary, such as working with employee resource groups (GenBMO). Show less

  • Personal banking Associate

    Apr 2020 - Oct 2021

  • Customer Service Representative

    Nov 2019 - Apr 2020
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  Scotiabank

  Nov 2021 - Aug 2022

  Financial Advisor

  • Advised clients on investment strategies, conducting in-depth analysis to tailor recommendations. Interpreted financial data, identifying trends and opportunities for portfolio optimization. • Built strong client relationships by understanding financial goals and risk tolerance.• Utilized financial tools to analyze market trends and evaluate investment options.• Delivered complex financial information in a clear, assessable manner.• With superior detail orientation, organisation and analytical skills have solved the most complex problems while sharing and in collaboration with others to figure the right solution.• Onboarded over +1000 new clients, supported the process by introducing coordinating new schemes, scheduling meeting, and conducting background checks.• Assist in the onboarding process for new clients, including preparing paperwork, coordinating orientation sessions, and facilitating introductions to key stakeholders.• Provide guidance and support to new clients during the onboarding process, ensuring a smooth transition into their membership with the bank.• Collaborated with team members to develop and implement new initiatives, tools, and technologies to streamline onboarding processes and enhance efficiency.• Monitored and evaluated the effectiveness of process improvements, making adjustments as needed to optimize outcomes.• Collaborated with team members to achieve departmental goals and objectives.• Provide administrative support to team members, including scheduling meetings, preparing documents, and coordinating projects.• Conducted financial analysis to support financial budgeting, forecasting, and cost control initiatives.• Collected, researched, and evaluated financial data from multiple sources to provide insights and recommendations.• Analyzed investment trends and identified opportunities for process improvements and optimization.• Prepared financial reports and updated policies as needed to ensure compliance. Show less