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,ONOntario College Graduate Certificate - Financial Planning
Seneca College
Toronto,ONPost Graduate Diploma - Investment And Financial Analysis
Gujarat University
Ahmedabad,IndiaBachelors of Business Administration - Finance
Ahmedabad University
Ahmedabad,IndiaSkills
Customer Service Professional
Industry license holder (CSC & CFP)
Well versed with Microsoft office
Data analyst enthusiast
Strong communication and interpersonal skills
Creative problem solving
Time Management
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