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
India01.2009
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
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