Aneesha Rastogi Email & Phone Number

Toronto, Ontario, Canada

Ontario, Canada

Toronto, Ontario, Canada

North York, Ontario, Canada

• First point of contact for clients calling in with questions or requests related to their banking needs• Focus on each client experience and connect on a personal level to make every interaction meaningful, by taking accountability for client issues• Deepen relationships, quickly resolve issues and identify opportunities to match clients needs by proactively suggesting right products and solutions that will enable their financial success• Deeply understand Simplii Financial suite of products and collaborate with others to ensure clients are connected to the right people and opportunities.

Gurgaon, India

• Assisted Branch Manager in delivery of customer driven service and sales while maintaining the required controls• Acted as branch compliance officer by identifying money laundering risk, reporting suspicious transactions, monitoring procedures and controls• Lead and motivated a team of 3 Customer Service Managers to deliver quality service and exceed branch targets• Provided administrative and sales support to Wealth Managers• Established and maintained long-term profitable relationships with High Net Worth clients by delivering premium service• Obtained financial and business information from clients and matched their needs with tailored solutions• Improved efficiency of customer service process resulting in increased employee work satisfaction and quality of client engagement

New Delhi Area, India

• Responsible for assisting high net worth clients with their everyday banking needs• Grew customer base through networking and generating referrals • Built long lasting relationships, identified clients’ needs and provided wide range of banking services• Identified sales opportunities and contributed to overall success of the branch by meeting assigned sales targets for credit card, loans, investments and insurance products while delivering exceptional customer service• Processed cash and non-cash financial transactions like deposits, withdrawals and bill payments as per standardized operating procedures, industry regulations and bank guidelines• Managed risk by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

New Delhi Area, India

• Met existing and new clients financial needs through recommending suitable solutions• Sold variety of banking products like Mutual Funds, accounts, insurance, and loans• Achieved branch targets through new client acquisition, deepening existing relationships and cross selling

Noida Area, India

Worked as a professional assistant with an independent HR and process consultant I was a part of the process re-engineering project and was involved in documentation and co-ordination. The consultant was offering services to Elixir, Noida.

New Delhi Area, India

Reserve Bank of India if fully owned by the Government of india. I was selected among the top 120 students in India, by RBI for their internship programStudied the IT-enabled Financial Inclusion initiatives of 4 major banks in Delhi.The IT- enabled services is the answer to the challenge of providing banking facilities closer to the customer, in remote and unbanked areas, along with low transaction cost.I had the opportunity to present the research findings in a one-on-one meeting to Madam Usha Thorat, Deputy Governor of RBI who appreciated them.. She was spearheading the Financial Inclusion piece in RBI.

Noida Area, India

As a part of the management team, I was responsible for the ensuring smoothness of internal day to day operations of the computer education institute.As a Counselor, I was involved with identification of animation capabilities of the person seeking admission i.e the enquiry, converting enquiries to enrollments, handling student greviances, maintaing and updating books and databases and conducting follow ups.

Master Of Business Administration (Mba), Finance

Selected among the best 16 students for IBSAF Award (IBS Alumni Federation Award) for excellence in Summer Internship Program Member.

Bachelor Of Business Administration (Bba)

Active member Organizing and Anchoring University functions

Education record

Member of Leadership Board participated actively in Organizing, Managing and Anchoring School functions