Open to opportunities

Arshi Vadchhak

@arshivadchhak

Message

Client-focused financial services professional driving revenue growth and strong client retention.

Canada

Message

What I'm looking for

I seek a client-facing financial services role where I can drive revenue growth, strengthen client relationships, use CRM and financial tools, and contribute to operational excellence.

I am a client-focused financial services professional with IFC certification and proven business development results, having managed relationships with 23+ clients and exceeded quarterly revenue targets while improving client retention.

I combine CRM expertise (Salesforce, Zoho, HubSpot), financial planning tools (NaviPlan, Excel, Morningstar), and operational discipline to process transactions with high accuracy, negotiate contracts, and train teams to boost efficiency and revenue.

Experience

Work history, roles, and key accomplishments

Current

Fan Service Associate

Current

MLSE

Dec 2022 - Present (2 years 10 months)

Processed 213+ financial transactions per shift at 97% accuracy and resolved 93% of billing/refund issues, while upselling memberships to 47 clients monthly to drive a 15% increase in upgrade sales.

Upselling Customer Service Billing CRM

Business Development Executive

Daydream Soft

Dec 2019 - Oct 2022 (2 years 10 months)

Managed relationships with 23+ clients and negotiated 18–20 service contracts annually, increasing recurring revenue by 11% and improving client retention by 21%. Coordinated cross-functional delivery to reduce service delays by 7% and support consistent business growth.