lokesh sokhal

Aspiring Banking Mutual Fund Advisory, IFIC Certd

Accounting / Finance

Regina, Saskatchewan

About lokesh sokhal:

Client-centric and target-driven banking professional with over 8 years of experience in personal banking, branch operations, and financial service advisory. Proven track record of solving customer problems, connecting with clients to educate them on financial tools and digital platforms, and delivering tailored solutions across a full suite of banking products. Licensed in Mutual Funds (IFC) and equipped with a deep commitment to helping clients achieve their financial goals. Seeking to contribute to banking industry purpose of enriching lives and communities through meaningful customer relationships.

Experience

PROFESSIONAL EXPERIENCE

State Bank of India as Customer Advice Manager
Jan 2017 – Jan 2025 | India – 8 years

Delivered personalized and commercial banking solutions to 100 clients daily across deposits, credit, and investment products.

Client education is necessary on digital tools such as smartphone banking and self-service kiosks, enhancing adoption and satisfaction.

Collaborated with internal teams to identify investment needs and referred complex opportunities to product specialists.

Took ownership of resolving customer concerns, ensuring seamless and trusted advice at every interaction.

Lead branch-wide initiatives for customer onboarding, KYC compliance, and relationship deepening, emphasizing on Client problem-solving skills to maximize smoothness of each Client interaction and social skills.

Recognized for consistently exceeding performance targets and supporting customer loyalty.

Regularly participated in sales training, operations, and compliance to stay updated with best practices and regulatory standards.