Sarika Bapat
Toronto,ON
Summary
Personable and dependable individual with positive attitude and strong interpersonal skills. Understands banking products and services, coupled with proficiency in customer service and financial transactions. Committed to fostering customer relationships and enhancing client satisfaction. Developed skills in customer relations and financial transactions within banking environment, seeking to transition into new field. Expertise in understanding and addressing client needs and executing financial operations. Aims to leverage these skills to contribute effectively in dynamic new role.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Mutual Fund Representative
TD Bank
06.2025 - Current
- Ensured compliance with regulatory requirements by meticulously reviewing all documentation and transactions for accuracy.
- Monitored market trends to provide informed guidance on investment strategies, maximizing returns for clients.
- Demonstrated strong attention to detail when performing daily reconciliations ensuring accurate financial records were maintained.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to mutual fund investments.
Personal Banking Associate
TD Bank
01.2025 - Current
- Participated actively in staff training programs designed not only for personal professional development but also for enhancing overall team performance levels.
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
- Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
- Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
- Resolved complex customer issues promptly, escalating matters when necessary to ensure timely resolutions and maintain client satisfaction.
Customer Experience Associate
TD Bank
10.2023 - 12.2024
- Facilitated seamless transactions by guiding customers through the purchasing process while addressing any concerns or questions raised along the way.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Streamlined communication with clients for improved understanding of their needs and preferences.
- Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.
Education
Post-Graduate Certificate - Human Resources Management
George Brown College
Toronto, ON04-2025
Post-Graduate Certificate - Financial Planning
Humber College
Toronto, ON12-2024
BBA - Finance
University of Mumbai
Mumbai04-2022
Skills
- Investment and lending
- Teamwork and collaboration
- Adaptability and flexibility
- Client relationship building
- Branch operations
- Conflict resolution
Certification
- Licensed Mutual fund Representative, IFIC, CSI
Timeline
Mutual Fund Representative
TD Bank
06.2025 - Current
Personal Banking Associate
TD Bank
01.2025 - Current
Customer Experience Associate
TD Bank
10.2023 - 12.2024
Post-Graduate Certificate - Human Resources Management
George Brown College
Post-Graduate Certificate - Financial Planning
Humber College
BBA - Finance
University of Mumbai
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