Shikha Dhunna
Customer-Focused Credit Officer | Client Relationship Management | Retail Sales | Problem Solving
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About
Customer-focused professional with 5+ years of experience in banking, retail sales, and client service. Skilled at building relationships, identifying customer needs, and delivering personalized product recommendations. Proven ability to exceed sales targets, maintain high service standards, and work effectively in fast-paced environments. Seeking a Part-Time Sales Associate or Key Holder position where I can provide excellent customer service and contribute to store sales.
Experience
Credit Officer at Global Wealth Management (2026-02 – Present)
- Support client account operations and credit documentation for wealth management clients
- Communicate with internal teams and clients to ensure accurate processing of financial requests
- Maintain detailed records and ensure compliance with internal policies and procedures
- Resolve service inquiries efficiently while maintaining high customer satisfaction
- Assist teams with reporting and administrative support to improve operational efficiency
Financial Advisor/Operations Officer at Scotiabank (2021-11 – 2026-02)
- Provided personalized financial guidance and product recommendations to clients
- Managed relationships with a large portfolio of customers while maintaining high service standards
- Identified sales opportunities and consistently achieved performance targets
- Conducted customer needs assessments to recommend appropriate banking products
- Ensured compliance with banking regulations and internal policies
Personal Banker Associate at Bank of Montreal (2019-11 – 2021-10)
- Assisted clients with banking services, account inquiries, and investment information
- Delivered excellent customer service and built strong long-term client relationships
- Supported financial planning meetings and prepared documentation for advisors
- Recognized for outstanding customer service and performance
Keyholder at Miniso (2019-04 – 2019-10)
- Provided in-store customer service and product recommendations
- Assisted with opening/closing procedures, cash handling, and store operations
- Maintained visual merchandising standards and organized store displays
- Trained and supported team members during busy store hours
Education
MSc in Human Resource Management – Lancaster University Management School (2017-09 – 2018-09)
Master of Commerce in Accounting & HR – University of Delhi (2011-08 – 2013-06)
Bachelor of Commerce in Honours – University of Delhi (2008-08 – 2011-06)
