Priya Masrani

LLQP-licensed financial services professional with hands-on cash handling, deposits/withdrawals, wire transfers and multi-channel payments experience. Trained in financial, retirement and estate planning; conducts needs-based client conversations to recommend banking, investment, insurance and credit solutions. Experienced in client onboarding and documentation, CRM adoption, AML/KYC compliance, and supporting business development through referrals and proactive outreach.

Cashier / Customer Service - Tim Hortons

(2025-07)

• Provide fast, accurate service during high-volume periods to maintain a consistently positive in-store experience.
• Process cash, debit, and credit transactions with 0 discrepancies by balancing the till at the start and end of each shift.
• Resolve customer inquiries and complaints in real time and direct customers to appropriate products or services to improve outcomes.
• Support scheduling coverage by working varied shifts to maintain team reliability during peak demand periods.

Assistant Manager – Wealth & Trade Department - ICICI Bank, India - India

(2020-12 - 2025-01)

• Led discovery-style client conversations to identify financial goals and recommend financial planning, investment, insurance, and credit solutions while meeting individual referral and sales targets.
• Processed daily deposits, withdrawals, wire transfers, foreign exchange, and multi-channel payments with high accuracy to support efficient branch operations.
• 360-Degree Banking Solutions: Cross-sell products tailored to commercial needs, including Current Accounts, Cash Management Services (CMS), Trade & Forex (LC/BG), Merchant POS/UPI solutions, and Salary Accounts for employees.
• Grew the client portfolio by 60% through referral-based customer acquisition, increased the branch's Fixed Deposit portfolio by 40%, and contributed to 25% growth in Forex revenue through client acquisition, cross-selling, and relationship management.

Master of Commerce - University of Mumbai

Graduate Certificate in Financial Planning - Financial Planning - Centennial College