Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jatin Talreja

Personal Banker
Toronto,Ontario

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

4
4
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Financial Advisor

TD Canada Trust
05.2022 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Exceeded goals in individual pillars for RESL, Money-In and One TD.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.

Financial Services Representative

CIBC
07.2021 - 04.2022
  • Assisted with resolution of complex customer questions and problems, escalating for assistance if needed
  • Devised and implemented effective sales process leading to consistently achieving established sales goals and surpassing quarterly sales target by 60%
  • Proactively interact with customers to recommend products that best suit their tastes and needs achieving customer satisfaction rate of 98%
  • Opened new member account and assisted members with banking needs while complying with department and company policies, procedures, audit guidelines, and regulations
  • Established relationships with clients and sought opportunities to offer products and services
  • Maintained thorough knowledge of potential investment opportunities and market conditions, providing updated and knowledgeable client guidance

Client Service Specialist

Optima Communications International
07.2020 - 07.2021
  • Resolved average of 250 inquiries per week to consistently meet performance benchmarks, including speed, accuracy and volume. Reviewed account and service histories to identify trends and issues
  • Documented conversations with customers to track requests, problems and solutions
  • Utilized active listening and communication skills to address customer inquiries and escalate issues to supervisor
  • Displayed strong telephone etiquette, effectively handling difficult calls
  • Surpassed performance goals by approaching all interactions with resourcefulness, organization and customer-centric solutions
  • Resolved customer issues independently, identifying problems and implementing on-target solutions.

Education

Post Graduate Diploma - Financial Planning

Seneca College of Applied Arts And Technology
Toronto
09.2019 - 04.2020

Post Graduate Diploma - Marketing Management

Seneca College of Applied Arts And Technology
Toronto, ON
01.2020 - 08.2020

BBA - Business Administration

The Maharaja Sayajirao University of Vadodara
India
08.2014 - 05.2017

Skills

    Data Entry

    Excellent Communication

    Self-Motivated

    Analytical and Critical Thinking

    Attention to Detail

    Leadership

    Relationship building and management

    Pipeline Management

Certification

Canadian Securities Certificate

Timeline

Financial Advisor

TD Canada Trust
05.2022 - Current

Financial Services Representative

CIBC
07.2021 - 04.2022

Client Service Specialist

Optima Communications International
07.2020 - 07.2021

Post Graduate Diploma - Marketing Management

Seneca College of Applied Arts And Technology
01.2020 - 08.2020

Post Graduate Diploma - Financial Planning

Seneca College of Applied Arts And Technology
09.2019 - 04.2020

BBA - Business Administration

The Maharaja Sayajirao University of Vadodara
08.2014 - 05.2017

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Jatin TalrejaPersonal Banker