Hi, I'm

Rachik Gupta

Financial Advisor

Financial Advisor skilled in client relationship management, investment solutions, and regulatory compliance improving financial performance and customer retention.

5+

Years Of Experience

10+

Projects Completed

25%

Client Retention Improvement

My Skill Set

I Provide Wide Range Of Financial Advisory & Client Relationship Skills

Financial Advisory & Investment Planning

Providing investment solutions, conducting needs analysis, and recommending financial products improving client portfolio performance and long-term financial outcomes.

Client Relationship & Sales Management

Managing client relationships, driving cross-selling strategies, and improving retention through personalized financial advisory and structured engagement approaches.

Regulatory Compliance & Risk Monitoring

Ensuring compliance with financial regulations, monitoring transactions, and maintaining audit documentation reducing risks and ensuring regulatory adherence.

Why Choose Me

My Experience Area

Financial Advisory (Mutual Funds, Investment Planning)
95%
Banking Operations (Cash Handling, Reconciliation)
90%
Regulatory Compliance (Audit, Policy Adherence)
91%
POS Systems (Billing, Transactions)
87%
Client Management (Salesforce, CRM)
92%
Sales & Cross-Selling (Conversion, Revenue Growth)
88%
Financial Reporting (Cost Analysis, KPI Tracking)
85%
Inventory & Operations (Stock, Merchandising)
90%

Projects

My Amazing Works

Experience

HDFC Bank

Deputy Manager
January 2019 – November 2023

Roles & Responsibilities

• Increased client retention by 15% by analyzing portfolios and recommending financial products improving lifecycle performance metrics.

• Generated 20% cross-selling growth by managing leads, tracking conversion ratios, and aligning product strategies with customer needs.

• Maintained 100% compliance by auditing cash operations and documenting regulatory checkpoints ensuring adherence to policies.

• Improved branch productivity by 25% through performance tracking, benchmarking, and optimizing incentive structures.

• Reduced transactional risks by monitoring irregular activities and documenting compliance reports ensuring operational security.

Home Hardware Building Centre

Customer Service Representative
November 2024 – September 2025

Roles & Responsibilities

• Increased customer retention by 20% through structured needs analysis and aligning product recommendations with customer purchase intent.

• Drove revenue growth by 10% through upselling strategies and analyzing customer purchasing behavior and basket value trends.

• Ensured 100% transaction accuracy by reconciling payments, verifying pricing, and documenting discrepancies for audit processes.

• Improved merchandising accuracy by tracking SKU movement and optimizing product placement based on demand analytics.

• Enhanced checkout efficiency by reducing billing time and standardizing POS procedures improving service delivery.

McDonalds

Customer Service Manager
May 2024 – Present

Roles & Responsibilities

• Elevated customer satisfaction by 15% by redesigning workflows, optimizing shift coverage, and resolving high-volume escalation cases.

• Strengthened operational throughput by 25% by optimizing task allocation, tracking queues, and improving inventory replenishment cycles.

• Reduced order variance by 20% by auditing transactions, enforcing checkpoints, and minimizing billing discrepancies during peak operations.

• Achieved 100% audit compliance by enforcing sanitation standards, monitoring documentation, and implementing governance controls.

• Consolidated revenue reporting by reconciling cash entries and aligning workforce allocation with demand forecasting strategies.

DEGREE

EDUCATION

Post Graduation Certificate in Business Management

January 2024 – September 2025

Lambton College, Sarnia, ON

Master of Commerce (M.Com)

July 2017 – March 2019

Dr. Bhimrao Ambedkar University, India

Professional Recognition & Feedback

Strong Financial Advisory Expertise

Consistently delivers effective financial solutions improving client retention, portfolio performance, and ensuring compliance with regulatory standards.

Branch Manager

Banking Lead

Reliable Client Relationship Manager

Demonstrates strong communication and sales skills improving customer satisfaction, increasing revenue, and strengthening long-term client relationships.

Sales Manager

Operations Lead

Phone

+1 (647) 629-8754

Mail Id

rachikgupta81@gmail.com

Address

Ontario, Canada