Adita Sharma-Kamaludin
Munroe Road, Cunupia
Summary
Professional banking expert with strong analytical skills and deep understanding of financial services, risk management, and customer relations. Adept at team collaboration and consistently achieving high-impact results. Reliable and adaptable to changing needs, with expertise in financial analysis, loan processing, and regulatory compliance. Recognized for strong communication abilities and problem-solving skills.
Overview
24
24
years of professional experience
Work History
Investment Specialist
RBC Royal Bank
09.2019 - Current
- Obtained sales for Mutual Funds and other Investment and Retirement Products
- Assisted with queries regarding Investments concerns
- Prepared and completion of account opening document packages for Investment and Retirement products, full end to end process
- Conduct advice sessions to companies, professionals and colleagues to discuss retirement and investment planning
- Analyzed client portfolios to identify investment opportunities aligned with financial goals.
- Collaborated with cross-functional teams to enhance wealth management solutions for clients.
- Educated clients on investment options, fostering informed decision-making and engagement.
Associate Relationship Manager, Small Business & South Team
RBC Royal Bank
01.2016 - 09.2019
- Coordinated account reviews to ensure compliance with policies and regulations.
- Analyzed client data to identify opportunities for product cross-selling.
- Supported relationship managers in executing strategic initiatives and action plans.
- Complete Pay-No-Pay by following KYC strategies
- Prepare and submit closing document packages for Relationship Managers
- Assisted in developing tailored financial solutions for diverse client needs.
- Managed client communications to enhance satisfaction and retention.
CSR, Operations Officer, Acting Teller Supervisor
RBTT Bank Limited / RBC Royal Bank
05.2004 - 08.2016
- Assisted customers with inquiries regarding account services and banking products.
- Identified opportunities for process improvements to enhance operational efficiency within the branch.
- Utilized CRM software to track customer interactions and follow up on outstanding issues.
- Collaborated with team members to streamline processes and improve overall customer satisfaction.
- Maintained up-to-date knowledge of bank regulations and procedures to enhance service delivery.
- Resolved customer complaints through effective communication and problem-solving techniques.
- Processed transactions accurately and efficiently, ensuring compliance with bank policies.
- Provided training support to new hires on customer service protocols and system navigation.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Clerical Assistant
Ministry of Finance
01.2003 - 12.2003
- Issued P.A.Y.E / Health Surcharge numbers and TD4 supplementary and summary reports
- Sorted and coded P.A.Y.E./Health Surcharge remittances
- Assisted with severance and gratuity cases
- Maintained organized filing systems to enhance retrieval efficiency.
- Coordinated document preparation for audits and compliance reviews.
- Assisted in data entry and management using financial software systems.
- Collaborated with colleagues on projects, ensuring timely completion of tasks.
- Increased department efficiency by managing correspondence, answering phones, and directing inquiries to appropriate personnel.
- Ensured accuracy in data entry tasks, resulting in improved record-keeping and reduced errors.
- Prioritized daily tasks effectively to meet deadlines consistently without compromising quality or detail.
Manager, Supervisor and Sales Clerk
Heritage Impressions, Chaguanas
01.2002 - 01.2003
- Handling of inventory and everyday sale reports
- Handling of cashing and billing of items
- Assisting Customers in choosing and fitting oriental garments and accessories
Sales Clerk
Designer's Castle, Chaguanas
01.2001 - 01.2002
- Handling of cashing and billing of items
- Sorting and filing Linx, Visa and MasterCard payments
- Assisting Customers in choosing and fitting oriental garments and accessories
- Handling of Employees' NIS and Health Surcharge Payments
- Handling of daily sales deposits at various banking institutions
Sales Clerk
Gandhi Emporium, Chaguanas
01.2001
- Assisting with the filing and sorting of Bills
- Product sales and submission of daily sales reports
- Handling of daily sales deposits
- Utilizing Microsoft Office 98
Education
ABE Level 5 Diploma - Business Management
Association of Business Executives
United Kingdom11-2025
Investment Funds in Canada
Canadian Securities Institute
01.2024
Supervisory Management - Level I And II
UWI Open Campus
01-2016
Bank Branch Management
KESDEE, RBC Online Learning
Online12-2011
Computer Literacy
Distance Learning Center
01.2002
Human and Social Biology
Carapichaima Senior Comprehensive
01.2002
High School Diploma -
Couva Government Secondary
01.2000
International Certificate - Wealth and Investment Management
Chartered Institute of Securities and Investments
Skills
- Proficient in Microsoft Office Suite
- Customer relationship management
- Portfolio management
- Know your customer
- Analytical thinking
Awards
Quarterly Award: Customer Service 2009,
Instant Awards: RBTT/ RBC Performance Nominee 2011, 2013, 2014, 2015
Team Player Award: 2013
MD Club Award: 2015
RBC Brag Monthly Winner: July 2016, February & April 2017
RBC Brag Quarterly Winner: Q4 Fiscal 2015-2016, Q2 Fiscal 2016-2017
Win It All Prize Winner: March, April, May, June, July, September, October & December 2017; January, February & April 2018; March, April, May, July & September 2019; September 2020; January, April, July & November 2021; January, February, March, April, August & September 2022, March 2025
Win It All – Top Service Professional in the Market Q3 Fiscal 2016-2017
Star Performer Award Q4 Fiscal 2016-2017, Q1 Fiscal 2017-2018,
Executive Club Member – August 2017- January 2018
Silver Award Fiscal 2017/2018
Circle of Champions Member Fiscal 2017/2018,
RBC Performance Award Q2 2021
Timeline
Investment Specialist
RBC Royal Bank
09.2019 - Current
Associate Relationship Manager, Small Business & South Team
RBC Royal Bank
01.2016 - 09.2019
CSR, Operations Officer, Acting Teller Supervisor
RBTT Bank Limited / RBC Royal Bank
05.2004 - 08.2016
Clerical Assistant
Ministry of Finance
01.2003 - 12.2003
Manager, Supervisor and Sales Clerk
Heritage Impressions, Chaguanas
01.2002 - 01.2003
Sales Clerk
Designer's Castle, Chaguanas
01.2001 - 01.2002
Sales Clerk
Gandhi Emporium, Chaguanas
01.2001
Investment Funds in Canada
Canadian Securities Institute
Computer Literacy
Distance Learning Center
International Certificate - Wealth and Investment Management
Chartered Institute of Securities and Investments
ABE Level 5 Diploma - Business Management
Association of Business Executives
Supervisory Management - Level I And II
UWI Open Campus
Bank Branch Management
KESDEE, RBC Online Learning
Human and Social Biology
Carapichaima Senior Comprehensive
High School Diploma -
Couva Government Secondary
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