Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Kashish Patel

Mutual Fund Representative
North York,ON

Summary

Friendly and efficient Mutual Fund Representative devoted to maximizing customer satisfaction with exceptional service and support. Knowledgeable regarding financial service & compliance standards with strong skill in retaining product and service information to provide effective issue resolution. Always keen to provide high quality customer service using problem solving and operative communication skills.

Overview

5
5
years of professional experience
2
2
Certifications
1
1
Language

Work History

Mutual Fund Representative

TD Bank
10.2022 - Current
  • Participated actively in regular meetings contributing valuable insights leading to more effective decisionmaking.
  • Advice based role on providing clients with the most up to date information about mutual funds, GICs and various other TD products.
  • Educated potential clients on the advantages of investing in mutual funds, converting prospects into loyal customers.
  • helped build customer confidence by not only providing solutions to banking needs but also by providing advice on future financial goals
  • giving compliance and client authentication utmost priority and achieved the result of zero GOS fails in over a year
  • Demonstrated a sound knowledge of TD's compliance and risk guidelines, all while being up to date of any changes to the guidelines and fund facts


Customer Service Representative

NTT
11.2021 - Current
  • Accurately and thoroughly handle increasingly complex client service requests at initial point of contact
  • Effectively used multiple administrative systems to resolve inquiries, within the defined service standards
  • Assisting customer in fulfilling service request forms with due diligence
  • Performing ultimate check for processing customer instructions, being aware of the compliance risk with delegate authority
  • Proactively contributed to a strong collaborative team and building customer working relationships while providing excellent customer service.
  • Conducting root cause problem solving sessions to improve efficiency and assisting team to overcome issues by knowledge sharing, adequate training and coaching sessions
  • Achieved the targets of QAs,punctual on adherence

Certified Sales Associate

7-Eleven
09.2019 - 02.2021
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Planned and organized strategic daily work schedule to maximize time and maintain frequent connections with customers.
  • Fostered relationships with customers to expand customer base and retain business.
  • Made customers sign-up for the companies loyalty program - 7rewards
  • Actively managing store inventory based on daily sales trends

Education

Ontario College Graduate Certificate - Financial Services Compliance Administration

Seneca College
Toronto,ON

Ontario College Graduate Certificate - Financial Planning

Seneca College
Toronto,ON

Post Graduate Diploma - Investment And Financial Analysis

Gujarat University
Ahmedabad,India

Bachelors of Business Administration - Finance

Ahmedabad University
Ahmedabad,India

Skills

Customer Service Professional

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Certification

Canadian Securities Course (CSC)

Timeline

Mutual Fund Representative

TD Bank
10.2022 - Current

Customer Service Representative

NTT
11.2021 - Current

Certified Sales Associate

7-Eleven
09.2019 - 02.2021

Ontario College Graduate Certificate - Financial Services Compliance Administration

Seneca College

Ontario College Graduate Certificate - Financial Planning

Seneca College

Post Graduate Diploma - Investment And Financial Analysis

Gujarat University

Bachelors of Business Administration - Finance

Ahmedabad University

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Kashish PatelMutual Fund Representative