Meerab Ishtiyaq
Peterborough
Summary
Experienced financial professional with a proven track record of delivering impactful results in client financial planning and investment strategies. Strong team collaboration and adaptability ensure reliable performance in fluctuating environments. Skilled in financial analysis, customer relationship management, and compliance with regulatory standards. Effective communication, problem-solving abilities, and a results-driven mindset are key strengths.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Services Representative
CIBC Bank
03.2024 - Current
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
Customer Service Representative
TD Bank
06.2023 - 03.2024
- Demonstrating products and services offered by the bank to effectively educate customers and promote relevant offerings based on their needs
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Customer Solutions Specialist
Rogers Communication (by Concentrix)
01.2023 - 12.2023
- Managed a high volume of inbound calls, maintaining professionalism and efficiency under pressure.
- Contributed to the overall growth of the company by consistently surpassing sales targets and delivering exceptional customer experiences throughout each transaction.
Education
Global Business Management - Accounting And Finance
Fleming College
Peterborough04-2023
BBA - Finance And Marketing
Sharda University
New Delhi, India08-2021
Skills
- Financial services
- Customer relationship management
- Portfolio management
- Financial product sales
Languages
English
Native or Bilingual
French
Limited Working
Hindi
Native or Bilingual
Urdu
Full Professional
Arabic
Limited Working
Certification
Financial Planning 1 - Canadian Securities Institute
Personal Financial Services Advice - Canadian Securities Institute
Canadian Investment Funds Course - IFSE Institute
Timeline
Financial Services Representative
CIBC Bank
03.2024 - Current
Customer Service Representative
TD Bank
06.2023 - 03.2024
Customer Solutions Specialist
Rogers Communication (by Concentrix)
01.2023 - 12.2023
Financial Planning 1 - Canadian Securities Institute
Personal Financial Services Advice - Canadian Securities Institute
Canadian Investment Funds Course - IFSE Institute
Global Business Management - Accounting And Finance
Fleming College
BBA - Finance And Marketing
Sharda University
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