Meghrajsinh Rana
Edmonton,Canada
Summary
Results-oriented Banking Advisor known for high productivity and efficient task completion. Specialized in financial planning, risk management, and customer relationship building. Excel in communication, problem-solving, and adaptability, ensuring exceptional service delivery in fast-paced banking environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Banking Advisor
RBC Royal Bank Of Canada
Cardston, Canada
01.2022 - 12.2024
- Duties involve setting up new accounts, processing credit applications for credit cards, credit lines, and personal loans, and creating financial plans for clients. These plans focus on cash management, budgeting, insurance options, investments, retirement savings, and estate planning.
- Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Handled customer inquiries in a timely manner while providing accurate information about banking services and products.
Restaurant General Manager (RGM)
Pizza Hut
Cardston, Canada
07.2021 - 12.2024
- Managed accounts payable, accounts receivable and payroll.
- Trained workers in food preparation, money handling, and cleaning roles to facilitate restaurant operations.
- Managed day-to-day operations of restaurant, including scheduling, budgeting, and inventory control.
- Trained front-of-house staff on restaurant policies and procedures, guest service techniques and communication skills to promote positive experiences.
- Trained new employees to perform duties.
- Resolved customer complaints in a professional manner to maintain positive relationships with guests.
Client Advisor
RBC Royal Bank Of Canada
Cardston, Canada
09.2021 - 01.2022
- Primary responsibility was to provide exceptional customer service to clients by completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch
- Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
- Assisted customers with basic technical issues related to digital banking platforms.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
Crew Member
Macdonald's
Montreal, Canada
04.2019 - 01.2021
- Provide excellent customer service to guests
- Also responsible for taking accurate food orders from guests in a timely manner, preparing food items
- Responsible for handling cash and processing transactions
- Additionally responsible for ensuring that all food safety regulations and standards are followed
Production Chemist
Norris Medicines
Ankleshwar, India
07.2017 - 07.2018
- Collaborated with cross-functional teams such as Quality Assurance, Research and Development, Manufacturing.
- Monitored packaging and storage of hazardous materials and waste to comply with laboratory, state and federal safety regulations.
- Developed and validated analytical methods for quality control of products.
- Ensured compliance with safety regulations in the lab environment.
- Completed standardized and groundbreaking tests on inorganic and organic compounds and wrote batching formulas on approved laboratory formulations.
Education
Course - Business Administration
Herzing College
Montreal, QC03.2021
Bachelor of Science - Chemistry
Narmada College of Science and Commerce
Bharuch, India01.2017
Skills
- Customer service
- Credit analysis
- Cash management
- Investment strategies
- Team building
- Effective communication
- Time management
- Banking software proficiency
- Credit assessment
- Payroll administration
- Budget management
- Quality assurance
- Scheduling
- Sales strategies
Languages
- English
- French
- Gujarati
- Hindi
Certification
- Canadian Investment Fund Course (CIFC)
- SMART-ProServe
- Food Handler Certificate
Timeline
Banking Advisor
RBC Royal Bank Of Canada
01.2022 - 12.2024
Client Advisor
RBC Royal Bank Of Canada
09.2021 - 01.2022
Restaurant General Manager (RGM)
Pizza Hut
07.2021 - 12.2024
Crew Member
Macdonald's
04.2019 - 01.2021
Production Chemist
Norris Medicines
07.2017 - 07.2018
Course - Business Administration
Herzing College
Bachelor of Science - Chemistry
Narmada College of Science and Commerce
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