Padmashri (Padma) Kulkarni Email & Phone Number

Surrey, Bc, Ca

Online

Conduct online one-one, group coaching to provide guidance in career growth & work-life balance Provide consultation for Resume, Networking, Interview and LinkedIn optimization Create TikTok/Instagram content on career coaching and conduct live eventsPresent on various live career events as a panel member to educate hundreds of peopleOffer career assessment through professional tools and analyze the report to guide clients better Run a ClubHouse Room (Audio App) with 2.3K+ members, every week on career advice – Group Coaching

Surrey, British Columbia, Canada

Mentor Account Manager’s and Frontline Staff for conversation, objection handling and sending referrals to their business partnersMentor advisory team on providing excellent client services and building connections over outbound callsBuild & manage an investment book of clients and recommend Investment products and services based on the client’s needs, risk tolerance and time horizonConduct Financial Literacy Workshops throughout the organization through one-one and group coachingCreate presentations on cash flow, debt management, RRSP, TFSA, RESP, and overall financial planningUse financial planning tools and calculators to forecast financial future of clients and assist in budgetingDevelop strong relationship with clients through on-going follow ups, address and acknowledge their financial concerns while providing comprehensive financial reviewObserve and provide feedback to improve CRM, account opening and transfer processAssist Regional Manager’s and Director’s to launch and execute the new projects for wealth managementProvide value based advise by using expertise and tools like NaviPlan, calculators for forecaster assessment and financial planning proposalsCollaborate with business partners like Aviso and Fund Company Representatives to understand the product shelf in depth and to keep up to date with the market performancePartner with branch staff to build strong relationship with the teams and actively participate in promotions and campaigns Achieved 120% of goals in the first 6 months of 2022Coach a team of Wealth Relationship Manager’s and mentoring them on on-going bases for their professional growth, team building and for creating quality pipeline for themselvesPractice and share best practices of advising, sales tracking, policies and compliance with Wealth Management team Educate clients about the market, risk, performance and building trust for Vancity and Wealth Management Team

Surrey, British Columbia, Canada

Manage an investment book of clients and following up on a regular basis for well-tailored financial advising and investment review Achieved 150% of investments and 50% of lending annual target for 2021 in the first two months by successfully helping members with value-based advising Conduct team meetings to discuss the advisory process and participate in a business development plan

Assist members in day to day banking, open personal and business memberships while providing full banking service including debit and credit cards, secured and unsecured Line of Credits, overdraft protection and mortgage renewalsIdentify member’s needs and cross-sell various products like Registered Plans, Lending and Investment products by well-tailored financial advising and/or refer them to proper channel Ex: Wealth Management, Insurance, Business Relationship ManagementVolunteer with G&F in various community events such as BC Children’s Hospital and United Way fundraising campaigns to build relationships that are mutually beneficialRepresent G&F in communities as a full banking service provider and build relationship with South Indian Communities as a part of a business development plan

North Vancouver, British Columbia, Canada

Proactively identifying financial needs of clients and maximize business opportunities through building strong relationships and considering the holistic financial situation of the clientProcess cash transactions, cheques cashing, foreign currency, official cheques, fund transfer and assist in other day to day financial transactions Preparing financial regulatory documents such as credit, client net worth etc. through industry standard software applications to assist Financial Advisors Exceeding targets by 30% for financial products such as investments, line of credit, TFSA by actively developing a strong pipeline of potential clients

West Vancouver, British Columbia, Canada

Bengaluru Area, India

Effectively handling cash deposits, withdrawals and various day to day transactions in busy and varied environmentAdvising people with right financial solution through mutual funds, life and general insurancePreparing presentations on various products of the bank to support Senior Management in devising a product marketing strategyAssisting a top performing Financial Planner in the country by scheduling appointments with high net worth clients and preparing documents on portfolio performancePartnering with the Financial Planner to monitor daily market trend to assess impact of hose trends on portfolios of clientsParticipate in designing standard operational procedure, marketing, and strategy execution during the launch of digital branches