Akshit Patel
Brampton
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Motivated Financial advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
The Bank Of Nova Scotia
09.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Customer Experience Associate
The Bank of Nova Scotia
06.2022 - Current
- Used combined experience, research skills and communications expertise to maintain control of difficult calls
- Learned company products and services in-depth to offer customers best-in-class service
- Documented interactions in detail to keep records updated about customers' needs and implemented solutions
- Engaged with customers to understand needs, resolve issues and answer product questions
- Determined charges for services requested, collected deposits or payments and arranged for billing.
Financial Services Representative
cash 4 you
11.2021 - 06.2022
- Offered competitive commercial banking solutions and retail financing options
- Sales Responsibility: Interviewed applicants for personal loans and mortgage, evaluated their financial status, references, credit
- Collection responsibilities: Contacted customer by phone, email and text; requested payment and negotiate appropriate payment arrangements
- Achieved individual collection target, in order to meet APApr 2019 Apr 2021 branch and company goals
- Capitalize on financial cross-sales and add-on products by paying attention to customer needs to specifically pinpoint sales opportunities
- Maintained regular contact with clients to inform about transactions and performance.
Customer Sales Associate
Bell Mobility: The source
06.2021 - 11.2021
- Provided information on company offerings to promote products and services to customers
- Offered each customer top-notch, personal service to boost sales and customer satisfaction
- Trained new associates on cash register operations, conducting customer transactions and balancing drawer
- Opened and closed store independently and prepared nightly bank drop for manager
- Informed customers of current store promotions to encourage additional sales purchases.
Supervisor
TIM HORTONS
06.2020 - 07.2021
- Created successful work schedules for each team member to maintain deadlines and fully staff shifts
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows
- Performed annual evaluations and reviews for large staff of employees.
Customer Service Representative
MEDUSIND SOLUTION
05.2019 - 11.2019
- With knowledgeable and friendly service
- Remained calm and professional in stressful circumstances and when dealing with unhappy customers, effectively diffusing situations
- Completed thorough opening, closing and shift change functions to maintain operational standards each day
- Assigned tasks to team members based on individual strengths and promoted teamwork-driven environment to meet goals
- Set up and activated customer accounts
- Informed customers about billing procedures, processed payments and provided payment option setup assistance
- Relayed productive customer feedback to marketing teams
- Assessed customer account information to determine current issues and potential solutions.
Education
BBA -
Gujarat University - India
Diploma -
Global Business Entrepreneurs And Technology - Timmins On
Skills
- Loan applications
- Client Relations
- Investment Planning
- Asset Allocation
- Investment Advice
- Financial Planning
- Cash Flow Analysis
- Account maintenance
- Problem-solving
- Mutual Funds
Certification
Financial Planning 1
IFIC
Timeline
Financial Advisor
The Bank Of Nova Scotia
09.2022 - Current
Customer Experience Associate
The Bank of Nova Scotia
06.2022 - Current
Financial Services Representative
cash 4 you
11.2021 - 06.2022
Customer Sales Associate
Bell Mobility: The source
06.2021 - 11.2021
Supervisor
TIM HORTONS
06.2020 - 07.2021
Customer Service Representative
MEDUSIND SOLUTION
05.2019 - 11.2019
BBA -
Gujarat University - India
Diploma -
Global Business Entrepreneurs And Technology - Timmins On
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