Summary
Overview
Work History
Education
Skills
Timeline
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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

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Priyashri Jash