Akash Patel
Summary
Client-focused and driven financial advisor with over five years of experience providing optimal assistance in retirement planning, estate planning, investment advice, tax strategies, and overall support in managing clients' finances. Demonstrated success in expanding market share and assisting corporations in reaching their goals. Thrives in high-pressure environments and excels in attention to detail. Skilled at developing key relationships and driving business development. Investment professional with a strong track record in developing and implementing investment strategies. Analyzes market trends to optimize investment portfolios for maximum returns. Values team collaboration and adapts to changing market conditions while exhibiting strong analytical and decision-making skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Investment Specialist
Libro Credit Union
07.2023 - Current
- Enhanced overall firm reputation by consistently demonstrating professionalism, expertise, and dedication to client success.
- Implemented risk-management measures across all aspects of client portfolios to protect against adverse market conditions.
- Utilized advanced analytical tools to assess potential investments, increasing accuracy in decision-making processes.
- Developed strong relationships with clients, ensuring trust and loyalty through consistent communication and personalized service.
- Negotiated favorable terms with external partners such as brokers or custodians, resulting in cost savings for the firm.
Banking Advisor
Scotiabank
05.2022 - 06.2023
- Building exceptional prospecting skills and discovering new ways to build my client base outside of the traditional cold calling through community networking
- Ensuring maximum client satisfaction by providing a high level of personalized service to each client based on their needs
- Providing clients with high quality investment and borrowing guidance based on their goals, needs and lifestyle
- Meet with clients to determine their current situation such as income, expenses, financial obligations and risk tolerance in order to help make a financial plan to meet their goals
- Proactively contact clients periodically to determine any changes in their financial situation and determine if their financial plan needs to be revisited
- Proactively initiate phone calls to book meetings with existing clients with the aim to identify gaps and offer solutions on how to save money(25 live calls to generate 10 appointments)
- Ensure accurate data entry on investment and credit files to ensure qualification and compliance within industry and bank policies and procedures
- Enhanced customer satisfaction with proactive communication and follow-ups.
- Analyzed market trends for tailored investment recommendations.
- Created comprehensive financial plans by analyzing clients current financial situations and future goals.
Customer Service Representative
National Money Mart
11.2020 - 05.2022
- Providing a high level of customer service to all clients of the company by welcoming clients into the store and engaging them to understand their needs
- Evaluate and review financial loans applications, assessing their financial analysis and risk assessment in order to mitigate any future collections and bad debt
- Registering new customers into the system and ensuring all the required paper work is completed and documents verified before issuing out payday loans and installment loans
- Fine counting of all cash transactions and efficiently cashing checks quickly as per the company policies and utilizing risk assessment strategies
- Confidently engage and cross sell other company products by listening and understanding the client's financial needs and advising them on the most suitable products of the company in line with company terms and conditions
- Preparing and managing collection files for all past due accounts while maintaining an impeccable level of service
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Payments & Rewards Specialist
President Choice Financial
08.2020 - 11.2020
- Confidently engage, listen and understand the financial needs of potential customers and match their needs and advise customers on the most suitable products
- Filling out applications for customers through the company tablet as per the company terms and conditions of the financial products and code of conduct
- Build client's confidence on the emerging digital banking trends and educating them on online banking as well as navigating through the mobile application
- Engaging clients and advising them how to earn PC Optimum points through use of PC Financial MasterCard and the recently launched Money account
- Effectively resolving client queries related to daily use of our products
- Conducted thorough needs assessments for clients, offering tailored credit card solutions that met their unique financial requirements.
- Identified new business opportunities through market research and networking events, leading to increased revenue generation.
Relationship Associate
Bank of Baroda
12.2017 - 08.2018
- New account opening by following the KYC/AML guidelines for all clients with majority of the focus on small business solutions as per the legal and regulatory requirements
- Assisted with customer transactions including retail investments and provided the requested information to clients
- Performed all check clearing processes
- Cross selling of various products to clients based on the client needs such as home financing, lending products solutions and retail investments
- Provided ongoing support throughout the loan application process, ensuring timely approvals and proper documentation completion by clients.
- Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
Education
Post Graduate Certificate - Operations Management
Fanshawe College
London, Ontario04.2020
Post Graduate Certificate - Professional Financial Services
Fanshawe College
London, Ontario04.2019
Bachelor's Degree - Business Administration - Finance option
Kenya Methodist University
Nakuru, Kenya04.2016
Skills
- Superior Customer Service
- Interpersonal
- Communication
- MS-Office
- MS-Outlook
- Product Knowledge
- Risk assessment
- Time Management
- Multi-tasking
- Customer Needs analysis
- Financial Planning
- Analytical skills
- Client retention
- Attention to Detail
- Listening Skills
- Teamwork
- Result oriented
- Relationship Building
- Self-starter
- Empathetic
- Business Development
- Mutual funds
Certification
Canadian Investment Funds Course
Languages
English
Full Professional
Hindi
Professional Working
Gujarati
Full Professional
Swahili
Full Professional
Timeline
Investment Specialist
Libro Credit Union
07.2023 - Current
Banking Advisor
Scotiabank
05.2022 - 06.2023
Customer Service Representative
National Money Mart
11.2020 - 05.2022
Payments & Rewards Specialist
President Choice Financial
08.2020 - 11.2020
Relationship Associate
Bank of Baroda
12.2017 - 08.2018
Post Graduate Certificate - Professional Financial Services
Fanshawe College
Bachelor's Degree - Business Administration - Finance option
Kenya Methodist University
Canadian Investment Funds Course
Post Graduate Certificate - Operations Management
Fanshawe College
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