Dedicated client relationship manager and financial services professional with over eight years of experience in leadership, strategic planning, and building strong client relationships. Proven track record of driving growth and delivering exceptional results in the banking sector & public sector .Below is how I can contribute to your team:- Client Relationship Management: Extensive experience managing and nurturing client relationships with a focus on client retention and growth.- Leadership and Team Management: Effective communicator and team leader, skilled in empowering and motivating teams to achieve goals and deliver exceptional service.- Analytical Skills: Strong ability to make data-driven decisions and solve complex problems.- Sales and Strategic Planning: Proven track record of implementing strategies to enhance client satisfaction and business growth.- Technical Proficiency: Proficient in Microsoft 365 Suite (Excel, Power BI, PowerPoint, SharePoint, Teams, OneDrive ) and experienced with CRM systems such as Microsoft Dynamics 365.- Oral and Written Communication Skills: Presentation and communication skills to articulate, present, influence, negotiate, and advise on communication strategies- Change Management and Prioritization Skills: The ability to frequently work with conflicting demands
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Customer Relationship ManagerOcs Ontario Cannabis Store Nov 2022 - May 2024 -
Assistant Branch ManagerRbc Sep 2019 - Nov 2022 -
Financial AdvisorCibc Feb 2019 - Sep 2019As a trusted advisor with CIBC Imperial Service , I build relationships with clients to offer advice in Investments and Lending to help my clients achieve their financial goals -
Financial AdvisorTd May 2016 - Jan 2019Mississauga, Ontario, Canada -
Fsr IiCibc Apr 2015 - Apr 2016
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Customer Service RepresentativeState Bank Of India, Canada Aug 2012 - Mar 2013MississauagaGreet clients and assist them in financial transactions. Develop and Maintain Client relationships by understanding their needs andRecommending services to meet their needsMaintain and balance cash drawer on daily basis. Cross Sell Bank products and Services Perform data entry services regarding clients’ accounts and transactionsHandle deposits, withdrawals, money orders, cashier and travelers’ check and creditCard advances Prepared money orders, drafts as well as international wire transfers and remittances Open accounts and manage foreign currency accounts under the OSFI and FINTRAC Guidelines. Identify referral opportunities and cross sell bank services effectively
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Credit Administration Service OfficerTd Canada Trust May 2011 - Sep 2011MississaugaResponsible for adjudication of small business loans for the TD Canada Trust branch network.Evaluated Credit Applications in accordance with policy and procedures and provided a high level of customer service to TD Canada Trust business partners.Exceeded expectations of peers by providing excellent analytical skills, strong aptitude for problem solving and great organisational skills. Possessed a thorough knowledge of Small Business Credit Principles, products and policies.
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Customer Service RepresentativeState Bank Feb 2007 - Aug 2010MississaugaDeveloped and maintained strong and effective customer relations by exceeding customer expectations, meeting quality standards for services and ensuring customer needs are always satisfied.Actively communicating with people outside the organization and representing the organization to customers, the public and other external sources. Frequently conducting campaigns to attract new customers and promote products like GICS, RRSPS AND TFSA accounts.Bank teller: Cash management, dealing with term deposits (GIC'S), Managing and handling remittance, Opening and verifying customer accounts, Managing customer queries and concerns effectivelyTrained new hires to meet company standards, ensuring to bring into play other team members and also providing a helping hand to other team membersCommended for managing cash accurately
Dinky Lala Education Details
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Canadian Securities InstituteBanking And Financial Support Services -
Human Resource Management -
Univerity Of Mumbai, IndiaPsychology
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Canadian Securities InstituteMutual Fund Licensed
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Canadian Securities InstituteFinancial Planning I
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Canadian Securities InstituteFinancial Planning And Services
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Canadian Securities InstituteBco
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Scrum AllianceCertified Scrum Master
Frequently Asked Questions about Dinky Lala
What is Dinky Lala's role at the current company?
Dinky Lala's current role is Client Relationship Manager | Financial Services Professional | Driving Client Success and Team Excellence |Experienced Leader in Banking and Client Management.
What schools did Dinky Lala attend?
Dinky Lala attended Canadian Securities Institute, Sheridan College, Univerity Of Mumbai, India, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Scrum Alliance.
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