Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Vairag Shah

Vaughan

Summary

Experienced banker and IFIC license holder with excellent mathematical and analysis skills along with strong devotion to customer service working towards successful completion of PHSA certification. Provided customer support with financial sales advice for more than 3+ years in Canadian market. Adept at implementing effective merchandising strategies, improving customer retention, and generating sales. Strong background in customer service, shrink control, and loss prevention.

Overview

3
3
years of professional experience

Work History

Banking Advisor

Royal Bank of Canada
11.2022 - 11.2023
  • MFDG Licensed mutual funds representative effectively managed personal, small business & incorporation client portfolio by offering them accurate financial advice for making accurate investment & savings decisions
  • Performed financial risk assessments, investment trends to prepare and present reports to management
  • Assisting clients in opening accounts, processing credit cards & line of credit request with accurate due diligence
  • Supported IRP, Mortgage Specialist, Business Relationship Manager for constantly seeking business opportunities
  • Handling day to day reconciliation of payments, deposits, withdrawals for business & personal clients while being first point of contact at front counters.

Shared Services/Wireless Sales Manager

OSL Retail Services Inc
04.2022 - 11.2022
  • Oversee various departmental operations and team management for Wireless, electronics, photocenter and party shop areas located within Walmart followed by regular audits and accountability
  • Proactively recruit, select and hire team members in a proactive manner using established corporate guidelines, as well as, responsible for retention and management of acceptable turnover rates
  • Revisiting the weekly progress of the respective departments over the zoom conference call organized every Monday to discuss any missed opportunities and plans for future success
  • Achievements: Consistency achieving more than 10% of given sales target for year 2022 overall all departments
  • Finishing at 110% for the given target of year 2021.

Supervisor (consumer electronics)

OSL Retail Services Inc
07.2020 - 06.2021
  • Promoted to this position to provide expert customer service, ensuring the resolution of customer issues in a professional and timely manner
  • Maintaining department inventory & replenishment while maintaining the planogram designed by Walmart head office
  • Achievements: Securing spot in top 10 ranking with Walmart protection plan sale for 3 months consistently in Central Canada region
  • Delivering 154% of the given target in sales revenue for the first quarter of 2021.

Education

CIFC Certification -

IFSe institute
03.2022

PG Diploma in Marketing Management -

Seneca College
04.2019

PG Diploma in International Business Management -

Fanshawe College
09.2018

Bachelor's in Business Administration -

MS University
07.2017

Skills

  • Ability to work under pressure
  • Financial planning
  • Risk assessment
  • Customer service
  • Problem solving
  • Investment Management
  • Negotiation
  • Intrapersonal skills
  • Technical skills

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Marathi
Native or Bilingual

Timeline

Banking Advisor

Royal Bank of Canada
11.2022 - 11.2023

Shared Services/Wireless Sales Manager

OSL Retail Services Inc
04.2022 - 11.2022

Supervisor (consumer electronics)

OSL Retail Services Inc
07.2020 - 06.2021

CIFC Certification -

IFSe institute

PG Diploma in Marketing Management -

Seneca College

PG Diploma in International Business Management -

Fanshawe College

Bachelor's in Business Administration -

MS University

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Vairag Shah