maharshi khatri

I am a dynamic and results-oriented professional with over four years of progressive experience in customer service and sales, particularly within the banking industry. My background includes providing personalized financial advice and solutions, ensuring client satisfaction through exceptional service. I have a proven track record in credit product sales and investment advisory, where I successfully advised clients on investment opportunities and tailored strategies to meet their financial goals.

In my recent role as a Taxpayer Service Representative at CRA, I honed my skills in delivering accurate information and resolving customer inquiries effectively. My ability to communicate complex tax regulations clearly has allowed me to maintain high levels of customer satisfaction. Previously, as an Investment Support Advisor at Scotiabank, I developed strong client relationships, achieving a 9.0 OSAT score, and consistently exceeded sales targets by 150%. I am passionate about leveraging my skills in communication, problem-solving, and client relationship management to drive success in customer-focused roles.