Summary
Overview
Work History
Education
Skills
Certification
Timeline
OfficeManager

Shruti Patel

Toronto,ON

Summary

Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Sales Subject Matter Expert

Nordia
Toronto, ON
08.2021 - Current
  • Collaborated with senior management and business line management to identify and prioritize new concepts for development and launch.
  • Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
  • Supervised sales team of 27 agents, stepping in to support employees and deliver smooth sales processes for clients.
  • Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
  • Achieved monthly sales goals by promoting product benefits and enrolling new clients.
  • Evaluated consumer usage and detailed current promotions and services to fit needs.
  • Upsold customers by recommending accessories, BRS and other products and services to increase revenue.
  • Processed customer order, quote and return transactions and offered additional products and services.
  • Achieved all stars for successful completion of Bell Mobility CDS initial training course.
  • Maintained 100% attendance record.
  • Consistently exceed sales quota month after month.

Account Officer (Contract Base)

CIBC
Toronto, ON
05.2021 - 08.2021
  • Researched, reviewed and evaluated bank customer investment and credit cards portfolios.
  • Developed and presented details analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
  • Monitored, managed and developed investments such as Mortgages, Line of credit, Student Loans and Business Loans.
  • Cultivated client relationships through Microsoft teams, One on One Zoom call and over call.
  • Stayed up to date on regulations and tax laws affection each fund to prevent management impropriety.
  • Processed wire transfers and other cash requests.

Senior Financial Services Representative

Gatestone (AMEX)
Toronto, ON
01.2020 - 05.2021
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Targeted accounts at senior and business levels and secured funding for future initiatives.
  • Educated and worked with clients on ROI terms to find accurate solutions.
  • Monitored accounts for compliance with established payment plans and flagged non-compliances.
  • Negotiating payment arrangements for clients within FDCPA guidelines and ranking among top 5 percentile for performance.
  • Offered competitive commercial banking solutions and retails financing options.
  • Shadowed new team members on scripts, company services and collection strategies.
  • Deployed automated system tracking and skip tracing to locate hard-to-find, re-located customers.

Education

Post Graduate - Financial Planning

Centennial College
Toronto, ON
12.2019

Bachelor of Commerce - Accounting And Finance

GLS University
India
04.2017

Skills

  • Subject matter expertise
  • Customer relationship building
  • Financial services
  • Sales Projections
  • Multitasking Abilities
  • Decision Making
  • Teamwork and Collaboration
  • Customer Trend Analysis

Certification

  • Completed 3 month course on Leadership and Management by AMA group, India - 2017
  • Soft skills training program at KCG - 2015
  • Completed Tally under sector Information and communication, Technology by MGU, India - 2014

Timeline

Sales Subject Matter Expert

Nordia
08.2021 - Current

Account Officer (Contract Base)

CIBC
05.2021 - 08.2021

Senior Financial Services Representative

Gatestone (AMEX)
01.2020 - 05.2021

Post Graduate - Financial Planning

Centennial College

Bachelor of Commerce - Accounting And Finance

GLS University

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