Aarthi Manoharan work email
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Aarthi Manoharan personal email
As a dedicated Financial Planning Associate at RBC, I focused on helping clients achieve their financial goals with personalized advice and smart solutions. I've got a strong academic background, with certifications in the Canadian Securities Course (CSC) and Personal Financial Services Advice (PFSA), ensuring top-notch service for our clients.With over seven years of experience in banking and outsourcing, I've sharpened my skills in customer relationship management, business analysis, and solving complex problems. I'm all about making sure clients are happy and improving how things work smoothly.My commitment to continuous improvement extends beyond the area of finance. I love embracing new technologies and expanding my knowledge base in finance and technology, thereby positioning myself as a versatile asset in an ever-evolving industry. My technical skills include seamless usage of financial software and tools, data analysis, and digital marketing strategies, among others.Here are some highlights of what I've achieved:-Managed a portfolio of high-net-worth clients, increasing assets under management by 27%.-Implemented processes that reduced client onboarding time by 60%, boosting efficiency.-Led a marketing campaign that brought in 18% more customers in a targeted group.In short, my diverse skills, dedication to excellence, and love for learning make me an asset to any organization.I stay busy with activities that help me grow both personally and professionally. Whether it's attending industry seminars, volunteering, or furthering my education, I'm always looking to expand my horizons. Outside of the work, I enjoy exploring new destinations and immersing myself in different cultures. Traveling not only broadens my perspective but also provides me with valuable insights that I can apply to my professional endeavors. Additionally, I am an avid cricket enthusiast.I'm always open to expanding my network. Feel free to connect with me on LinkedIn or shoot me an email at aarthi.mano@outlook.com.Competencies: Retail Banking, Oracle ERP & SCM, O2C, P2P, Investment & Credit, Lending, Retirement Planning, Portfolio Management
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RecruiterTrotlabsMississauga, On, Ca -
Client Delivery ManagerBerribotChennai, Tn, In -
Financial Advisor - Retail Banking | Financial Planning | Credit | Residential MortgagesRbc Jan 2023 - Jan 2024Toronto, Ontario, CanadaIn my role as a key coordinator to delivering exceptional sales and support services in retail banking, I continuously engaged with our valued clients, ensuring their needs were met promptly. Central to my responsibilities developed prompt resolution of client inquiries, coupled with maintaining transparent and open lines of communication to keep clients informed about the status of their accounts.Beyond fostering strong client relationships, I played a crucial role in facilitating clients with various account management tasks. This encompassed a wide range of activities, including facilitating account openings, executing transactions, and providing personalized advice on investment opportunities and credit facilities. Additionally, I guided clients through the complexities of residential mortgages and home equity lines of credit, empowering them to make informed financial decisions.Given the nature of my responsibilities, I recognized the importance of staying updated on our product offerings, operational protocols, and compliance regulations. This entailed continuous learning and proficiency in navigating our systems to ensure smooth transactional processes and adherence to regulatory standards.My hard skills in this role encompass:- Proficiency in retail banking operations, including mutual funds, financial planning, account management and transaction processing.-Knowledge of investment products and financial instruments, enabling me to provide tailored advice to clients.-Expertise in credit facilities, including residential mortgages and home equity lines of credit, facilitating informed decision-making for clients.By leveraging these hard skills alongside my dedication to delivering exceptional service, I influenced the success of our retail banking team and the satisfaction of our valued clientele resulting in a 20% increase in online transactions and a 5% decrease in customer complaints -
Banking Advisor - Retail Banking | Investment & Credit | Mutual Funds LicensedRbc Jul 2021 - Jan 2023Toronto, Ontario, CanadaApart from building strong client relationships, I played an important role in facilitating clients with various account management tasks. This involved a wide range of activities, including facilitating account openings, executing transactions, and providing personalized advice on investment opportunities and credit facilities. I recognized the importance of staying updated on our product offerings, operational protocols, and compliance regulations. This entailed continuous learning and proficiency in navigating our systems to ensure smooth transactional processes and adherence to regulatory standards.My hard skills in this role encompass:- Proficiency in retail banking operations, including mutual funds, account management and transaction processing.-Knowledge of investment products and financial instruments, enabling me to provide tailored advice to clients.-Expertise in credit facilities.-Familiarity with compliance policies and regulatory requirements, ensuring adherence to industry standards and mitigating risks.Implementing my proficient hard skills in conjunction with a steadfast commitment to delivering unparalleled service, I played a pivotal role in driving the achievements of our retail banking team and enhancing the satisfaction of our esteemed clientele. I drove a 25% reduction in client wait times, enhancing overall satisfaction and streamlining service delivery in a fast-paced environment.
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Customer Service Specialist - Inbound Calls | EscalationsOptima Communications International Nov 2020 - Jul 2021Toronto, Ontario, Canada- Resolved an average of 175 inquiries in any given week and met performance benchmarks in all areas (speed, accuracy, and volume).- Manage client engagements from onboarding to invoicing and following up on prompt AR collections.- Develop procedures to increase the efficiency of numerous areas including filing and organizing records to retain or recover documents reports and records.- Understand customer needs and integrate marketing promotions and programs into customer conversations to provide appropriate advice. -
Senior Relationship Manager - Sales | Investments | Retail Banking | Insurance | Retail LoansHdfc Bank Mar 2019 - Jan 2020Chennai, Tamil Nadu, India- Managed portfolio of High-Net-Worth Individuals (HNI) – Personal Banking (Investments), worth CAD $8.7 million and increased portfolio by acquiring new clients for the bank.- Collaborate with HDFC partners to identify referral opportunities and deepen client relationship beyond personal banking.- Managed to source and schedule 15+ in-person new & existing client meetings per week to grow overall book of business.- Plan portfolio solutions and investments such as insurance, mutual funds, etc for clients based on their financial health. - Managed service delivery teams that delivered concierge services for HNI clients. - Facilitated lobby management for conducting client conversations about banking services to recommend alternative banking channels and guided personal banking and investment advice.- Recognized for producing exceptional results within a short period of time by influencing above & beyond customer service, exceeding client expectations.- Protected the bank’s assets in compliance with all regulatory, legal, and ethical requirements.- Key player who influenced meeting branch business results and client experience. -
Deputy Manager - Portfolio | Business Banking | Commercial Loans | Sales & ServiceDcb Bank Sep 2014 - Sep 2015Chennai- Administered existing portfolio (Credit) worth CAD $10 million including initiating renewals, reviews, and extending revolving credit facilities.- Prepared and presented credit proposals internally, to sanction working capital facilities.- Performed asset quality reviews, financial risk analysis and account monitoring, post sanction.- Followed risk and compliance processes and policies to ensure safeguarding customers’ assets, maintained their privacy, and acted in their best interest.- Identified and reported suspicious patterns of activity that were suspected to be related to money laundering.
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Assistant Manager - Business Banking | Commercial Loans | Sales | Credit |Ing Vysya Bank Is Now Kotak Mahindra Bank May 2012 - Sep 2014Chennai, Tamil Nadu, India- Maintained existing portfolio and acquired new clients. - Catered to business banking clients with turnover of CAD $4.5 million.- Acquired new clients for both non-fund and fund-based limits.- Prepared and presented credit proposals internally, to sanction working capital facilities - Established client negotiations on pricing and other terms and conditions.
Aarthi Manoharan Skills
Aarthi Manoharan Education Details
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Finance And Financial Management Services -
Biotechnology
Frequently Asked Questions about Aarthi Manoharan
What company does Aarthi Manoharan work for?
Aarthi Manoharan works for Trotlabs
What is Aarthi Manoharan's role at the current company?
Aarthi Manoharan's current role is Recruiter.
What is Aarthi Manoharan's email address?
Aarthi Manoharan's email address is aa****@****ank.com
What schools did Aarthi Manoharan attend?
Aarthi Manoharan attended University Of Madras, Vellore Institute Of Technology.
What skills is Aarthi Manoharan known for?
Aarthi Manoharan has skills like Leadership, Financial Advisory, Banking, Accounting, Corporate Finance, Sales, Portfolio Management, Spreadsheets, Relationship Management, Business Analysis, Team Management, Team Leadership.
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Aarthi Manoharan
United States2gmail.com, mu-sigma.com2 +184791XXXXX
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Aarthi Manoharan
Chennai -
Aarthi Manoharan
Data Analytics | Business Intelligence | Advanced Power Bi, Data Visualization | Data Story Telling | Data Modelling | Data Engineering | Microsoft Certified Data ProfessionalDubai, United Arab Emirates -
2gmail.com, sifycorp.com
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