Summary
Overview
Work History
Education
Skills
Timeline
Generic

Priyashri Jash

Toronto,ON

Summary

Experienced financial service professional with 4years of experience seeking full time position in Financial Advisor position in Scarborough region.

  • IFIC Certified Mutual Fund Representative.
  • Specialized in Retail Banking.
  • Customer-centric, detail oriented.

Overview

4
4
years of professional experience

Work History

Banking Advisor

RBC Royal Bank
06.2024 - Current
  • Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
  • Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.
  • Planned, developed and pursued programs within banking structure to attract new business.
  • Worked with customers to procure updated financial information on continuous basis.
  • Achieved to get 110% sales volume and completed 200% client appointment .

Client Advisor

RBC Royal Bank
06.2021 - 06.2024
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Delivered prompt service to prioritize customer needs.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Education

Master of Science - Biotechnology

Burdwan University
India
01.2009

Skills

  • Exceptional Customer Service &relationship
  • Team -oriented
  • Investment banking services
  • Mutual funds
  • Developing financial plans
  • Planning for retirement
  • Investment advice

Timeline

Banking Advisor

RBC Royal Bank
06.2024 - Current

Client Advisor

RBC Royal Bank
06.2021 - 06.2024

Master of Science - Biotechnology

Burdwan University
Priyashri Jash