See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Neha Sachdeva is a seasoned professional with extensive experience in administration, sales, and customer service. She has worked at The University of British Columbia, where she has been a part of the administration team since 2019, and at HSBC, where she held the position of Premium Banker and Account Manager from 2016 to 2019. Previously, Neha worked as an Operations Supervisor at Savers | Value Village from 2012 to 2015, and as a Survey Administrator at KPI and Fanshawe College from 2011 to 2012. Neha holds a PG degree in International Business Management from Fanshawe College, and has completed various courses in international trade management, global supply chain management, and global human resources management. She is fluent in multiple languages, including English and possibly others, and has a strong background in customer service, sales, and leadership. Neha is a skilled professional with a strong educational background and a proven track record of success in various roles.

Credentials

  • Investment Funds In Canada
    The Investment Funds Institute of Canada (IFIC)
    Oct, 2016
    - Apr, 2026

Experience

  • The University of British Columbia
    • Vancouver, British Columbia, Canada
    • Administration
      • Sep 2019 - Present
      • Vancouver, British Columbia, Canada

    • Premium Banker
      • Jun 2016 - May 2019

      Perform sales and service activities for retail banking customers with a primary focus of account management and ensuring a superior and courteous customer service. Efficient in Client documentation and data input. ●Proactively engaging new to bank customers, opening new bank accounts such as chequing, savings, TFSA or Registered Retirement accounts. ●Develop new client business through a thorough knowledge of the products and services and by promoting and cross-selling techniques.●Effectively handling client inquiries either face to face or through an alternate channel such as email or telephone.●Recognizing sales and business opportunities by actively referring customers to other products and services offered. ●Cross-selling and up-selling of various banking products such as credit cards, mortgages and other credit and demand deposit products and services offered.●Ensuring Compliance and following regulatory policies and procedures and effectively identify and manage Anti money Laundering policies and standards. ●Providing operational support and other responsibilities as assigned.

    • Premium Banker- Account Manager
      • Jun 2016 - May 2019

    • Personal Banker
      • Feb 2015 - May 2016

      To provide superior customer service, operational administration and risk control to meet client's needs across multiple distribution channels.Efficient in cash handling and bill payments for personal and business banking clients.Recognizing sales and business opportunities by making referrals for client conversion.Identify and understand basic customer needs in order to complete transactions with speed, efficiency and certainty.Cross-selling and up-selling of various banking products and services to the clients.Providing operational support to the business as required.Ensure compliance, security, fraud and other system controls in accordance with the company's and government regulations.Actively participate and assist with all Bank promotional programs, sales targets and direct marketing initiatives.

    • Operations Supervisor
      • Jan 2012 - Jul 2015
      • Saskatoon

      Managing Front End Operations and responsible for a team of 25+ sales clerks to provide the customers with the best customer service.Planning the daily workload and utilizing the workforce to meet assigned sales targets and deadlines.Reporting to the Store Manager about weekly sales target deadlines and use of labor force and discussing the weekly sales reports.Preparing cash deposits and morning operational paperwork for the previous day sales.Adhering to the customer complaints and suggestions and tracking and making reports of weekly and monthly sales targets and comparing them to the previous sales records.Preparing weekly and monthly schedules for team members in accordance with their flexibility and calculation with the previous year’s sales records and current year’s expected sales.Managing Employee Payroll and Attendance record keeping.Recruitment and hiring of potential employees, evaluates performance and make recommendations for promotions.Training of new hired and follow through the recruitment process with procative leadership style.

  • KPI
    • Fanshawe College, London Ontario
    • Survey Administrator
      • Jan 2011 - Dec 2011
      • Fanshawe College, London Ontario

      Administered Provincial Student Feedback Surveys

    • Survey Administrator
      • Mar 2011 - Nov 2011

Education

  • 2010 - 2011
    Fanshawe College
    PG - International Business Management, Business
  • 2007 - 2010
    Swami Vivekananda Institute of Management and Technology, PTU
    Business Administration, Business Administration, Human Resources and Management

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. Add an industry

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles