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Accomplished Banking skills at evaluating markets and applying sound financial principles for enviable growth and stability. Conducts comprehensive research to discover undervalued investment opportunities and recommend adjustments to existing portfolios for maximum return. Oversees financial management workshops to share up-to-date information and build community network for client acquisition. Confident successful at increasing monthly revenue using insightful marketing strategies and aggressive product development. Skilled at understanding customer and employee requests and meeting needs. Furthers success by strengthening staff training, streamlining internal systems and facilitating sales techniques. Bringing 8 years of expertise Finance Industry. Effectively manages assignments and team members. Dedicated to self-development to provide expectation-exceeding service.

Working as a Senior wealth manager with Standard Chartered Bank and Experienced with ICICI Bank & HDFC bank @ Master Degree focused in Marketing Management.

Motivated Wealth Manager with experience advising clients on investment strategies, retirement planning and financial planning, Trade Services, SME credit, Branch Operations, Strong background in understanding financial markets and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.

Results-driven banking professional with over 5 years of experience in Customer Relationship management and financial advisory. Proven track record as a pan-India top performer across 4,450+ Relationship,
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Results-driven Senior Business Systems Analyst with over a decade of experience specializing in Wealth Management and Asset Management sectors. Proven expertise in leading CRM2 regulatory initiatives, managing end-to-end system implementations, and driving technical documentation projects for top Canadian financial institutions. Skilled at fostering collaboration between business and technical teams, navigating complex stakeholder environments, and ensuring compliance with IIROC and CRM2 mandates. Recognized for meticulous attention to detail, exceptional time management skills, and consistent delivery of high-quality work under tight deadlines.

Stefanie Gretkowski-Averill

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Senior Wealth Strategy Associate, CFP®, CDFA™

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Bachelor of Arts - Business And Professional Studies

MBA - Business Administration

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MBA - Business Administration

Bachelor of Arts - Business And Professional Studies

Senior Wealth Strategy Associate, CFP®, CDFA™

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