Stuti Soni

Background

About Stuti Soni

Customer Experience Leader & Financial Services Expert | Driving Growth, Retention & Team SuccessResults-driven Financial Services Professional with 8+ years of experience in customer experience (CX) management, investment advising, team leadership, and client retention within fast-paced banking environments. Proven ability to enhance operational efficiency, boost sales, and cultivate high-performing teams while delivering exceptional client satisfaction.Key Expertise & Achievements Customer Experience Leadership – Managed one of TD’s busiest branches, leading teams to deliver top-tier CX, compliance adherence, and performance excellence. Investment & Financial Advisory – Advised 250+ high-net-worth clients, optimizing portfolios with data-driven strategies to meet financial objectives. Retention & Revenue Growth – Achieved 47% retention rate (highest in department) and 35% sales increase through consultative client engagement. Coaching & Team Development – Mentored new hires, improving productivity, accuracy, and customer-centric behaviors in just 4 months.Why Work With Me?I thrive at the intersection of finance, CX, and leadership, leveraging deep industry knowledge to enhance profitability, client loyalty, and team performance. Passionate about process optimization, employee engagement, and relationship-driven growth—always with a strategic, data-backed approach. Let’s Connect! Open to leadership roles in Financial Services, Customer Experience, and Operations. Reach out via LinkedIn or email: stuti.parths@gmail.com