Ayush Shah
Peterborough,Ontario
Summary
Working professional with strong management, accounting, customer service and relationship management skills focused on a client focused career. Self-Started individual who enjoys working in challenging situations. Experienced with client relationship management, financial advisement, and portfolio oversight. Utilizes in-depth knowledge of financial products to guide clients toward informed decisions. Track record of building strong client relationships and achieving financial goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Financial Service Representative
CIBC Bank
03.2024 - Current
- Played an integral role in launching new products or services within the firm, driving increased revenue generation opportunities.
- Built strong relationships with clients, fostering trust and loyalty through exceptional service.
- Implemented effective strategies to retain high-value clients and maintain a profitable portfolio.
- Conducted thorough risk assessments to ensure the protection of client assets and minimize potential losses.
Associate Business Advisor
CIBC Bank
07.2022 - 03.2024
- and 10% personal)
- Increased client satisfaction by providing tailored business advice and strategies for growth.
- Capitalized on strategic business partnerships to foster new market penetration.
- Collaborated with cross-functional teams to implement successful change management initiatives within client organizations.
Financial Services Representative II
CIBC Bank
03.2021 - 06.2022
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
Customer Service Specialist
Walmart
06.2020 - 05.2021
- Managed high call volume while maintaining a courteous and professional demeanor.
- Handled escalated calls calmly, finding resolutions that satisfied both the company and the customer''s needs.
- Assisted new employees with training, sharing best practices for handling difficult situations and achieving positive outcomes.
Cashier
Walmart
04.2020 - 06.2020
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
Walmart overnight associate
Walmart
10.2019 - 03.2020
- Improved store organization by efficiently stocking shelves and arranging merchandise during overnight shifts.
- Completed assigned tasks in a timely manner, contributing to overall efficiency of overnight operations.
- Provided valuable input during team meetings, sharing ideas for process improvements and innovative solutions for common challenges faced during overnight shifts.
Crew Member
Wendys
06.2019 - 10.2019
- Worked front counter, drive-thru and other areas.
- Took orders, prepared meals, and collected payments.
- Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.
Accountant
Tulsi Enterprises
04.2016 - 08.2018
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
Education
Global Business Management Fleming college
Peterborough, Ontario04.2020
Master of Commerce Pune university
Pune, Maharashtra04.2018
Bachelor of Commerce College - Marathwada Mitra Mandal college of Commerce under Pune University
Pune, Maharashtra04.2016
Skills
- Equity Valuation
- Credit analysis
- Mutual funds
- Retirement planning
- Portfolio Management
- Financial Planning
- Customer Relationship Building
Certification
- IFIC - Investment funds in Canada
- PFSA - Personal financial service advice
- CFSA - Certificate in financial service advice
Keyqualities
- Customer relationship management
- Strong Microsoft office skills
- Time management
- Finance
- Attention to detail
- Organization
Volunteer Experience
- CIBC run for the champion, Peterborough, Ontario, 02/2023, 10/2023, Supporting CIBC in Peterborough and nearby communities by leading the group and raise donations for Canadian cancer society, Grand Ambassador for Kawartha Community in Ontario (Peterborough, Lindsay, Bobcaygeon, Fenelon Falls and Cobokonk) these are the towns which was represented by me and responsible for helping with registration and setting up required equipment's to promote the run-on 1st October of every year at Del Crary park in Peterborough, Ontario
- Member of Enactus Fleming 'Unknighted' group, 10/2019, 04/2020, Working on hackathon events to generate good ideas along with internal group member ideas to make students show favorable attendance at an elementary school in Lindsay
- Treasurer at 'stronger together' group in SAC (Student Administrative council), 02/2019, 04/2020, Group of people who help small organizations who don't have the financial capability to hire professionals for carrying on daily operational activities
Activities
- Volleyball
- Soccer
- Badminton
Languages
English
Full Professional
Timeline
Senior Financial Service Representative
CIBC Bank
03.2024 - Current
Associate Business Advisor
CIBC Bank
07.2022 - 03.2024
Financial Services Representative II
CIBC Bank
03.2021 - 06.2022
Customer Service Specialist
Walmart
06.2020 - 05.2021
Cashier
Walmart
04.2020 - 06.2020
Walmart overnight associate
Walmart
10.2019 - 03.2020
Crew Member
Wendys
06.2019 - 10.2019
Accountant
Tulsi Enterprises
04.2016 - 08.2018
Master of Commerce Pune university
Bachelor of Commerce College - Marathwada Mitra Mandal college of Commerce under Pune University
- IFIC - Investment funds in Canada
- PFSA - Personal financial service advice
- CFSA - Certificate in financial service advice
Global Business Management Fleming college
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