Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Tavali Banafar

Tavali Banafar

Toronto

Summary

Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Mutual Fund Representative

CIBC Securities
10.2022 - Current
  • Advised clients on investment portfolios/ mutual funds by researching and resolving client issues.
  • Delivered accurate, prompt and rememberable customer service by being the first point of contact during the trade with excellent communication skills
  • Adhered to CIBC Securities policies and procedures by maintaining 100% risk level and tight deadlines, consecutively in past months
  • Entered the trading data into the mutual fund software accurately by providing excellent computer skills.

Personal and Commercial Banking Advisor

Royal Bank of Canada
08.2020 - 11.2020


  • Demonstrated productiveness by keeping up with the changes in the banking industry proactively
  • Focused on client education by leveraging technology to deliver a memorable client experience in turn driving sales an retaining the business
  • Received, processed and monitored day to day banking transactions while delivering high level of client experience
  • Assisted clients with full range of financial transactions by applying expertise in all areas of banking by following KYC (Know Your Client) strategy.

Telephone Interviewer

Statistics Canada
02.2019 - 08.2020


  • Delivered a high quality of service to Statistics Canada by explaining the purpose of the project and its importance to public leading to betterment of Canada
  • Maintained a professional attitude while conducting surveys in accordance with company policies and procedures
  • Collected important and confidential information from the household and business for the respective projects and entering the data into the system accurately
  • Which then can be delivered to the right government departments leading to the better policies in Canada
  • Utilized effective questioning techniques to ensure accuracy of responses and maximize response rate
  • Helped my peers by making them understand different software and systems used for various projects and by doing so in detailed manner which helps in maintaining the quality of the data collected.

Education

BBA in Business Administration - Finance -

Sobeys School of Business
Halifax, NS
05.2020

Skills

  • Team Work
  • Strong Communication Skills
  • Compliance Requirements
  • Accurate Data Entry
  • Research Abilities
  • Strategic Planning

Certification

  • Canadian Investment Fund Course by IFSE
  • Licensed MFDA Member
  • Bloomberg Market Concepts

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
German
Elementary

Timeline

Mutual Fund Representative

CIBC Securities
10.2022 - Current

Personal and Commercial Banking Advisor

Royal Bank of Canada
08.2020 - 11.2020

Telephone Interviewer

Statistics Canada
02.2019 - 08.2020

BBA in Business Administration - Finance -

Sobeys School of Business
Tavali Banafar