Tejas Jivani
Toronto,Ontario
Summary
- Proven track record in client engagement, with a focus on understanding and fulfilling customer needs.
- Experienced in multi-tasking and staying organized to meet targets within committed time.
- Technologically savvy with a strong ability to promote digital and self-service banking options to customers.
- Excellent communication skills with fluency in English, Hindi, and Gujarati.
- Strong ability to build long-standing relationships with customers and resolve conflicts with an analytical approach.
- Team-oriented, confident, proactive, and self-motivated, reliable to work with minimal supervision.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Advisor
Royal Bank Of Canada, RBC
Toronto, Canada
07.2022 - 06.2023
- Provided insurance advice and solutions to clients of RBC through inbound and outbound calls, resulting in a 30% increase in client retention rate.
- Identified and assessed clients' insurance needs and provided appropriate solutions, resulting in a 25% increase in sales of home and auto insurance products.
- Delivered exceptional customer service by providing timely and accurate information and resolving client issues effectively, resulting in a 90% satisfaction rate among clients.
- Maintained accurate client records and documentation, ensuring compliance with regulatory and internal requirements.
- Collaborated with team members and other departments to ensure the best client experience, resulting in a 15% increase in cross-selling of other RBC products.
Customer Service Manager
Walmart Canada
Toronto, ON
07.2019 - 07.2022
- Led and motivated the front-end team to effectively maintain the sales rates of the Walmart Rewards Mastercards.
- Coordinated the lunch/break schedules for cashier, self-checkout attendant, and courtesy Desk Associates.
Assistant Manager
Kotak Securities Limited
Surat, India
12.2018 - 03.2019
- Assisted clients in solving their queries regarding financial transactions.
- Reviewed sales and gross profit report to assess company efficiency.
- Proactively assisting clients to solve their query regarding the financial transactions
- Reviewed sales and gross profit report to assess company efficiency.
Equity Advisor (Retail)
Motilal Oswal Financial Services
Surat, India
08.2017 - 11.2018
- Updated clients regarding events in the stock markets and helped them to capitalize on their investment objectives.
- Updating clients regarding the events in the stock markets and helping them to capitalize their investment objectives
- Got over INR 10 Lakhs brokerage for company from clients by arranging meetings over telephone and in person to personalized their portfolio and help them for their goals
Education
Post Graduate Certificate - Financial Planning
George Brown College
Toronto, ON12.2020
Post Graduate Certificate - International Business Management
George Brown College
Toronto, ON12.2019
Bachelors in Financial Markets - Finance
Veer Narmad South Gujarat University
Surat, India04.2017
Skills
- Customer service
- Account maintenance
- Sales and cross-selling
- Technological savviness
- Relationship building
- Regulatory Standards knowledge
- Analysis and critical thinking
- Ability to explain complex concepts simply
Objective
Exceptionally motivated and customer-centric professional seeking a challenging career at Scotiabank. Committed to helping clients achieve their financial goals and providing exceptional customer service.
Certification
- OTL - Other Than Life insurance certification
- Canadian Securities Course (In Progress)
Timeline
Client Advisor
Royal Bank Of Canada, RBC
07.2022 - 06.2023
Customer Service Manager
Walmart Canada
07.2019 - 07.2022
Assistant Manager
Kotak Securities Limited
12.2018 - 03.2019
Equity Advisor (Retail)
Motilal Oswal Financial Services
08.2017 - 11.2018
Post Graduate Certificate - Financial Planning
George Brown College
Post Graduate Certificate - International Business Management
George Brown College
Bachelors in Financial Markets - Finance
Veer Narmad South Gujarat University
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