Hi, I'm

Taniya

Banking Advisor

Results-driven banking advisor specializing in client relationships, portfolio growth, compliance frameworks, and data-driven financial decision making.

3+

Years Of Experience

5+

Projects Completed

10x

Portfolio Growth Achieved

My Skill Set

Driving Banking Growth Through Strategic Advisory, Compliance Excellence, and Data-Driven Financial Insights

Client Relationship Management

Managing institutional and SME client relationships while driving portfolio expansion through tailored banking solutions and proactive engagement strategies.

Financial Analysis

Analyzing cash flow, business performance, and financial data using Excel tools to support informed banking decisions and optimize profitability.

Regulatory Compliance

Ensuring adherence to AML, KYC, and regulatory standards while mitigating financial risks and strengthening secure client onboarding processes.

Why Choose Me

My Experience Area

Client Relationship Management (CRM Tools)
95%
AML & KYC Compliance (Regulatory Systems)
90%
Payment Gateway Integration (Digital Banking Tools)
91%
Process Optimization (Operational Systems)
87%
Financial Analysis (MS Excel, Dashboards)
92%
Portfolio Management (Banking Platforms)
88%
Risk Assessment (Compliance Frameworks)
85%
Transaction Monitoring (Financial Systems)
90%

Projects

My Amazing Works

Experience

McDonald’s

Customer Service Associate
December 2025 – Present

Roles & Responsibilities

• Increased mobile platform adoption by 20% through upselling digital solutions, improving transaction efficiency and enhancing customer service experience.

• Reduced complaint recurrence by 30% by resolving service issues through rapid diagnosis and effective coordination with cross-functional teams.

• Trained 10+ staff on POS operations and compliance standards, reducing onboarding time by 25% while ensuring operational accuracy.

• Improved peak-hour throughput by 15% using strategic floor coordination and real-time resource allocation to maintain service benchmarks.

• Executed high-volume payment processing and inventory audits, ensuring zero discrepancies and maintaining accuracy in financial reporting processes.

ICICI Bank Ltd.

Business Advisor (Deputy Manager-II)
July 2022 – October 2025

Roles & Responsibilities

• Achieved Best Performance Award by acquiring 70+ institutional payment gateway integrations, exceeding revenue targets and expanding commercial banking portfolio.

• Increased portfolio value 10x by managing Tier-1 client relationships, executing strategic negotiations, and strengthening long-term client retention.

• Improved AML/KYC compliance efficiency by 30% through implementing structured verification frameworks, accelerating onboarding and reducing risk exposure.

• Resolved 100% high-priority transaction failures within 20 minutes, ensuring seamless operations and maintaining strong client trust.

• Developed Excel-based dashboards to identify cross-selling opportunities, prioritizing high-growth SME clients to optimize asset allocation strategies.

DEGREE & CERTIFICATIONS

EDUCATION

Master of Business Administration (Finance & Business Analytics)

2020 – 2022

Kurukshetra University, India

Bachelor of Science (Biotechnology)

2016 – 2019

Kurukshetra University, India

Investment Funds in Canada (IFIC)

2026

CSI Canada

Class G Driver’s License

Ontario

Professional Recognition & Feedback

Awesome Service

“Taniya consistently demonstrated exceptional portfolio management capabilities, delivering measurable growth while maintaining strict compliance and building strong institutional relationships.”

Testimonial 1

Awesome Service

“Her ability to analyze financial data and resolve high-priority banking issues ensured operational efficiency and enhanced client satisfaction across multiple business segments.”

Testimonial 2

Phone

+1 613-219-2425

Mail Id

taniyathakur161@gmail.com

Address

Ottawa, Canada