Kinjal Panchal
Belleville,ON
Summary
Accomplished Personal Banking Advisor with a proven track record at BMO Bank of Montreal, excelling in sales proficiency and customer service orientation. Expert in financial planning and portfolio management, consistently exceeding sales targets by leveraging industry insights and regulatory knowledge. Skilled in fostering client relationships, enhancing retention through effective conflict resolution and empathetic customer interactions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banking Advisor
BMO Bank of Montreal
Trenton, Ontario
03.2024 - Current
- Achieved sales targets by consistently meeting or exceeding assigned quotas for new accounts and referrals.
- Educated clients on available banking products and services, ensuring they had the tools necessary to make informed decisions about their finances.
- Maintained up-to-date knowledge of industry trends and regulatory changes, adjusting client strategies accordingly.
- Managed clients portfolios, ensuring a diverse mix of investments to optimize returns.
- Enhanced customer retention by proactively addressing concerns and resolving issues in a timely manner.
Customer Service Representative
TD Bank
Belleville, Ontario
06.2023 - 03.2024
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes and conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Achieved 200% YTD LEI for the year 2023.
- Assisted with branch opening and closing, ensuring smooth operations and adherence to safety and security protocols.
- Trained new Customer Service Representatives on company policies, procedures, and best practices.
- Responded proactively and positively to rapid change.
Responded to customer requests for products, services, and company information.
Swing Manager
McDonald's
Belleville, Ontario
10.2021 - Current
- Monitored employee performance closely, providing constructive feedback for continuous improvement opportunities.
- Improved overall guest experience by working alongside front-of-house staff during peak hours, addressing any issues proactively before they escalated further.
- Managed inventory levels for optimal stock availability, minimizing waste and maximizing profits.
- Oversaw daily cash reconciliation processes, maintaining accurate financial records for the establishment.
Education
Ontario College Diploma - Financial Analysis
Loyalist College of Applied Arts And Technology
Belleville, ON05-2023
Masters of Commerce - Accounting And Finance
University of Mumbai
Mumbai ,India08-2021
Skills
- Retirement and estate planning
- Portfolio and wealth management
- Customer Service-oriented
- Financial planing
- Investments
- Loan processing
- Small business operations
- Financial institution regulations
- Sales proficiency
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Marathi
Native or Bilingual
Certification
Investment funds in Canada , IFSE
Timeline
Personal Banking Advisor
BMO Bank of Montreal
03.2024 - Current
Customer Service Representative
TD Bank
06.2023 - 03.2024
Swing Manager
McDonald's
10.2021 - Current
Investment funds in Canada , IFSE
Ontario College Diploma - Financial Analysis
Loyalist College of Applied Arts And Technology
Masters of Commerce - Accounting And Finance
University of Mumbai
Similar Profiles
Mohameddeeg AbdullahiMohameddeeg Abdullahi
Customer Experience Associate at BMO Bank of MontrealCustomer Experience Associate at BMO Bank of Montreal
Irma ParraIrma Parra
Associate Banker at BMO Bank of MontrealAssociate Banker at BMO Bank of Montreal
Zarmaine GardnerZarmaine Gardner
Solutions Delivery Consultant at BMO Bank of MontrealSolutions Delivery Consultant at BMO Bank of Montreal