Yash Arora

Operations Associate

Gurugram, Haryana, India5 yrs 3 mos experience

Highly Stable

Key Highlights

Achieved 85% employee satisfaction in first year of leadership.
Delivered 35% growth in new client acquisition.
Drove 40% rise in integrated financial planning service uptake.

Stackforce AI infers this person is a Banking and Financial Services professional with strong client relationship management skills.

Contact

Skills

Core Skills

Bank ManagementCustomer Relationship Management (crm)Team LeadershipSalesFinancial AdvisoryFinancial Planning

Other Skills

Anti-Money LaunderingBranch Banking OperationsClient AcquisitionClient AdvisoryClient SatisfactionCoachingCommunity EngagementCredit Risk ManagementCustomer SatisfactionCustomer ServiceEmployee EngagementEstate PlanningFinancial AnalysisFinancial GuidanceKYC Verification

About

As leader with an approach which is grounded in fostering a culture of collaboration, transparency, and continuous improvement. Whether managing cross-functional teams, optimizing processes, or developing client-focused solutions, I strive to create environments where both employees and customers thrive.

Experience

1 finance

Manager- Customer Experience

Sep 2025 – Present · 6 mos

Rbc

4 roles

Assistant Branch Manager

Nov 2023 – Feb 2025 · 1 yr 3 mos · Toronto, Ontario, Canada

Employee engagement: Achieved 85% top box employee satisfaction in first year of leadership through talent management and focus on development and career planning.
New client acquisition: Delivered a growth of 35% over previous year by following no client turned away policy through effective calendar management of sales advisors.
Client satisfaction: Finished the year with a net promotor score of 82% as a result of coaching team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage.
Collaboration with market leading professionals: Organised team huddles with experts in financial planning, retirement planning, mortgage specialists and business banking experts to ensure clients receive customized expert advice.
Addressed local community needs through appropriate recruitment and management practices.

Bank ManagementFinancial AnalysisBranch Banking OperationsTeam LeadershipSalesCustomer Relationship Management (CRM)+1

Financial Advisor

Promoted

Jul 2022 – Nov 2023 · 1 yr 4 mos · Toronto, Ontario, Canada

Financial Guidance: Achieved improvements in individual clients’ financial health by delivering tailored advice on complex credit and investment portfolios.
Training Leadership: Led a training initiative that increased customer satisfaction by 25% and team efficiency by 15%.
Client Acquisition & Engagement: Boosted client base by 20% with innovative community engagement and acquisition strategies, enhancing the bank's local reputation.
Collaborative Solutions: Drove a 40% rise in integrated financial planning service uptake through collaboration with specialists in financial planning, retirement, and mortgages.
Operational Excellence: Stepped in as branch manager as needed, leading to seamless operations and a 95% client retention rate.

Financial PlanningPortfolio ManagementFinancial AdvisoryCredit Risk ManagementRetail BankingSales+2