Tejaskumar Patel
A12, 384 Thompson Dr Thompson,Canada
Summary
Results-driven sales and banking professional with over 10 years of experience in relationship management, sales leadership, and customer service across banking and financial institutions. Demonstrated ability to grow business portfolios, manage teams and deliver tailored financial solutions. Strong background in market penetration, client acquisition and team supervision, with a commitment to compliance and service excellence. Now seeking to contribute to RBC’s Business Markets division by leveraging proven experience in banking and customer engagement.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Money mart -Momentum Financial Services Group
Thompson, Canada
07.2023 - Current
- Assist the Branch Manager with day to day operations of branch, ensuring smooth functioning, customer satisfaction and compliance.
- Handle customer issues, and contribute to sales goals.
- Landing money into short term loan and long term loan according to needs with Insurance.
- Cashing cheque, Exchange International Money, sending and receiving through Western Union and MoneyGram services.
- Cross sales with MasterCard and SimCard to connect with clients.
- Engaging with customers to foster loyalty and build strong relationships.
- Monitoring adherence to company policies and procedures as well as regulatory requirements.
- Assisting and budgeting, financial reporting and monitoring branch performance.
- Identifying and mitigating potential risks withing the branch.
- Strong credit acumen, entrepreneurial insight and client understanding, comprehensive financial product knowledge.
Sr Security Officer
GardaWorld Security
Thompson, Canada
01.2022 - 07.2023
- Maintained secure environments by monitoring access, responding to emergency calls, and upholding legal compliance.
- Ensured safety of employees and visitors through incident prevention and rapid response.
- Prepared detailed incident and surveillance reports daily.
Duty Manager
Burntwood Hotel
Thompson, Canada
02.2020 - 12.2021
- Oversaw front desk operations, personnel performance reviews, and office administration.
- Trained staff in documentation, guest service, and conflict resolution.
- Improved operational workflows and maintained high standards of guest satisfaction.
Branch Sales Manager
AU Small Finance Bank Ltd.
Nadiad, India
03.2017 - 01.2020
- Led a team to drive SME and retail banking sales, achieving regional targets consistently.
- Expanded customer base through community engagement and tailored solutions.
- Implemented market-specific strategies for new product launches and credit growth.
Associate Sales Manager
IndusInd Bank
Nadiad, India
12.2014 - 03.2017
- Managed key accounts and generated new business across multiple channels.
- Conducted client consultations to identify financial needs and propose banking products.
- Ensured high customer satisfaction and retention through relationship management.
Education
Bachelor of Business Administration -
Dharmsinh Desai University
Nadiad, India05.2010
Skills
- Strong Credit Acumen
- Business Development & Relationship Building
- Small Business Banking & Lending Solutions
- Entrepreneurial Insight & Client Understanding
- Comprehensive Financial Product Knowledge
- Sales Strategy & Target Achievement
- Territory and Market Insight
- Customer Service & Retention
- Cross-functional Team Leadership
- Documentation & Compliance
- Microsoft Office & Core Software
- Evolve software
Certification
- Anti-Money Laundering Awareness
- Microsoft Office Suite
- Teams and Zoom Application
- Core and Evolve Software for lending needs
- CRM software for Banking needs
- Insurance & Investment and Recovery knowledge
References
Available upon request.
Timeline
Assistant Branch Manager
Money mart -Momentum Financial Services Group
07.2023 - Current
Sr Security Officer
GardaWorld Security
01.2022 - 07.2023
Duty Manager
Burntwood Hotel
02.2020 - 12.2021
Branch Sales Manager
AU Small Finance Bank Ltd.
03.2017 - 01.2020
Associate Sales Manager
IndusInd Bank
12.2014 - 03.2017
Bachelor of Business Administration -
Dharmsinh Desai University
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