Summary
Overview
Work History
Education
Skills
Timeline
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Parth Patel

Windsor,CANADA

Summary

  • Driven and detail-oriented with ability to thrive in high pressure environment.
  • To work in a challenging atmosphere by exhibiting my skills with utmost sincerity and dedicated smart work for the growth of your esteemed organization along with mine.
  • Outstanding research and information management capabilities Proven ability to work collaboratively with diverse groups and establish ongoing relationships. Capable of quickly understanding how systems are used in order to provide efficient support.
  • Demonstrated outstanding customer orientation using strong communication skills. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs.
  • Respected professional with exceptional knowledge regarding risk management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
  • Willingness to take on added responsibilities to meet team goals.
  • To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

8
8
years of professional experience

Work History

Relationship Manager Business Market

12.2021 - Current
  • Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs
  • Understands the local market and proactively develops relationships with centres of influence
  • Develops internal and external networks and referral sources to ensure ongoing growth of business
  • Responds to information requests and follows established protocols
  • Develops and maintains long-term, profitable relationships and expands organization’s wallet share within the assigned portfolio
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations
  • Build, maintain and expand existing customer relationships within the community while networking with local business leaders to establish strong centers of influence that will contribute to business development opportunities
  • Building and maintaining relationships with Chartered Accountants, Business Consultants, Realtors, Mortgage agents
  • Reviewing business plans and complete due diligence before onboarding new clients
  • Fulfilling CSBFL loans, Business Line of credits, business credit cards, Letter of Credit, also focusing on business GIC investments
  • Looking for opportunities for RBC partners referral like Moneris, ADP, Capital Markets, RBC express, etc
  • Build relationships with small business customers by understanding their needs and finding opportunities that enable them to provide customized information and advice best suited for the customer
  • Liaise with Internal Branch Banking network, Commercial Banking Centers, and Wealth partners to enable them in providing holistic advice and resources to support our customers
  • Keep current on emerging trends and grow knowledge of the business, and related tools and techniques; participate in knowledge transfer within the team and business unit
  • Participate fully as a member of the team, support a positive work environment that promotes quality, innovation and teamwork and ensures timely communication of issues
  • Provides advice and guidance to assigned business/group on implementation of solutions
  • Helps determine business priorities and best sequence for execution of business/group strategy
  • Visit clients on-site to gain a thorough understanding of their business objectives and operations, as permitted.

Banking advisor

royal bank of Canada
12.2020 - 12.2021
  • Helped client with new personal account opening and business account opening
  • Registered and non-registered investment advice
  • TFSA, RESP
  • RRSP
  • Etc
  • Gic renewals, mortgage renewals, give advice regarding borrowing like home line plans, credit cards
  • Line of credits
  • Handled payment processing duties, cashing out cheques, issuing drafts, business deposit
  • Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.

Manager

Windsor Pizza
10.2017 - 12.2021
  • Handling cash and supervised and trained staff to ensure excellent customer service
  • Maintain inventory, promoting business, allocating duties, etc
  • Hire and train employees for the restaurant
  • Developed new recipes, Product pricing
  • Processed payroll and maintained daily accounting transactions
  • Maintained food and hygiene standards.

Customer Service Representative

Pij People's Co-operative Bank
04.2015 - 11.2016
  • Served customers by completing account transactions.
  • Answered queries and assisted customers with account related issues.
  • Looking for new opportunities by quickly screening client’s profile.
  • Solving immediate by acting first point of contact.
  • Provided account services to customers by receiving deposits, cashing checks, issuing savings withdrawals, etc.

Education

Post-Degree Certificate - International Business Management

ST.CLAIR COLLEGE
Windsor, Ontario
04.2018

High School Diploma -

ST.CLAIR COLLEGE
Windsor, Ontario
04.2018

BBA - Administrative Business Management

DD University
Nadiad, Gujarat
04.2013

Skills

  • Microsoft Office tools
  • Financial Reporting and Analysis
  • Credit History Review
  • Effective Customer Communication
  • Risk Assessment and Classification
  • Credit Approval and Denial
  • Client Loyalty and Satisfaction
  • Customer Relationship Management
  • Commercial Lines of Credit

Timeline

Relationship Manager Business Market

12.2021 - Current

Banking advisor

royal bank of Canada
12.2020 - 12.2021

Manager

Windsor Pizza
10.2017 - 12.2021

Customer Service Representative

Pij People's Co-operative Bank
04.2015 - 11.2016

Post-Degree Certificate - International Business Management

ST.CLAIR COLLEGE

High School Diploma -

ST.CLAIR COLLEGE

BBA - Administrative Business Management

DD University

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