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Shiva Kakkar - Nova Scotia Permanent Full Time | Nom du contact:Shiva Kakkar

CV:

SHIVA KAKKAR Halifax, NS • (437)388-1384 • https://www.linkedin.com/in/shiva-kakkar-ns/ HIGHLIGHTS OF QUALIFICATIONS ● Bilingual: Fluent in English, Punjabi, and Hindi ● Proficient in Microsoft Office, Power BI and Intralink developed through academic and proven work experience in financial services, call centre environment. ● Solid experience in Business Development and Customer Relationship Management in different regions of Canada- Ontario, New Brunswick, Nova Scotia ● Have sound knowledge of regulatory and compliance requirements that include, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures. ● Fully licensed driver (Class 5) from Govt. of NS EDUCATION AND TRAINING Sobey School of Business at Saint Mary\'s University • Transferred College Credits for earning University Credential • Bachelor of Commerce- Finance Majors Ontario College Diploma, Business Program Lambton College In Toronto, North York, ON • Achieved Co-curricular Record through Student Council, Tutoring Centre, Program Advisory Committee. • Completed all program requirements with special emphasis to Finance and Business Management. Student Member Appraisal Institute of Canada • Enthusiastic about securing Professional Appraisal Designation • Learning to undertake any valuation and consulting assignment on residential, commercial, industrial, institutional, agricultural, land and special use property types. Volunteer Experience Treasurer SMU Debate Society, Saint Marys’ University September 2023- September 2024 • Managed the society\'s budget, ensuring financial stability and transparency. • Oversaw fundraising efforts and allocated funds for events and competitions. • Maintained accurate financial records and prepared regular reports for members. Special Events Coordinator Halifax Hindu Temple, Halifax, NS September 2022- September 2023 • Organized and coordinated cultural and religious events, ensuring smooth execution and community engagement. • Managed event logistics, including scheduling, volunteer coordination, and vendor arrangements. • Promoted events through various communication channels, increasing attendance and participation. SHIVA KAKKAR Halifax, NS • (437)388-1384 • https://www.linkedin.com/in/shiva-kakkar-ns/ WORK EXPERIENCE Registration officer/Poll Clerk Elections Canada September 2024 • Set up and organized polling place materials, registration desks, and informational posters to ensure a seamless voting process. • Verified electors\' identity and address, enforced ID policies, and guided them through the registration process. • Registered new electors, updated information, and completed certificates and declarations for vouching. • Ensured compliance with electoral regulations, including monitoring candidate representatives. • Assisted with ballot counting on election night, ensuring accuracy and transparency Client Solutions Advisor Scotiabank Canada Mortgage Onboarding Team Scotiabank Canada, Halifax/Dartmouth Cluster, NS March 2022- September 2023 • Advised over 500+ mortgage clients annually on financial strategies and product mixes, contributing to a 20% growth in the mortgage portfolio year over year. • Promoted real estate lending and insurance products, achieving a 120-130% performance on quarterly sales targets and earning recognition as a top performer within the team. • Managed and valued real estate portfolios worth $30M+ for clients, supporting investment strategies and asset management outcomes. • Facilitated referrals for 50+ clients monthly to banking partners for lending and investment needs, enhancing service offerings and driving a 25% increase in cross-departmental revenue. • Managed a diverse client base of 500-600 mortgage clients across 4-10 branches within the Halifax Regional Municipality (HRM), contributing to regional business growth by achieving a 15% year-over-year increase in client retention. Customer Solutions Advisor Scotiabank Canada Atlantic Contact Centre Halifax, NS Sept 2023- Present • Connected with over 100+ customers daily via telephone, delivering personalized experiences and championing the Scotiabank brand, resulting in a 95% customer satisfaction score. • Promoted retail banking products in line with Scotiabank’s Values, Code of Conduct, and Global Sales Principles, ensuring compliance with operational standards and contributing to a 30% increase in product cross-sales over six months. • Resolved 90% of customer issues on the first call, effectively troubleshooting and multitasking across multiple system interfaces in a fast-paced call center environment.