Summary
Overview
Work History
Education
Professionalaccomplishments
References
Timeline
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VICK RISHI

Surrey,BC

Summary

Result-oriented sales professional with 18 years of demonstrated success in the customer and banking domain . Possesses excellent reputation for resolving and improving customer satisfaction. I have good interpersonal skills And solid understanding of policies and procedures needed for the role .

Overview

17
17
years of professional experience

Work History

Marketing Officer

Mukesh Bharti & Associates
01.2024 - Current
  • Representing clients in various immigration matters, including visa/work permit applications
  • Conducting thorough legal research, staying updated on immigration laws and regulations & providing strategic advice
  • Collaborating with other departments and sending referrals & getting leads from them.

Associate Business Advisor

CIBC
01.2021 - 01.2023
  • Managed a portfolio of sole proprietorships, partnerships and corporations with their baking and other financial needs which include mortgages, loans, lines of credit, business overdrafts and equipment loans
  • Conduct risk and financial analysis, credit structuring and presenting deals
  • Verified and authenticated client identity and supporting documentation.

Financial Service Representative (Investment)

CIBC
01.2012 - 01.2020
  • Responsible for maintaining long-term relationships with clients and offering value for bank services
  • Consistently exceeded quotes when it came to writing new business and delivering excellent customer service
  • Collaborated with the Financial Advisors to provide strategies pertinent to each client's need
  • Processing term deposits, RRSP, RRIF and RESP.

Personal Banker II

CIBC
01.2008 - 01.2011
  • Provide personal financial counselling, assist with lending services, and build relationships with existing customers
  • Assessed needs of customers, cross-sell, suggesting products and services accordingly
  • Assist customers during loan and Line of credit applications, including money transfer, money exchange and, data entry to update client files
  • Referring complex mortgages to mortgage advisors.

Education

BACHELOR OF COMMERCE -

Professionalaccomplishments

  • Strong ability to manage mortgage clients and close deals.
  • Enhanced understanding of mortgage banking, credit analysis and consumer lending policies and procedures.
  • Possess software skills and systems knowledge with an ability to quickly learn new financial products and services
  • Excellent organizational, presentation and client relationship management skills
  • Five-time Quarterly achiever in customer retention and three-time annual achiever.

References

Reference available on request

Timeline

Marketing Officer

Mukesh Bharti & Associates
01.2024 - Current

Associate Business Advisor

CIBC
01.2021 - 01.2023

Financial Service Representative (Investment)

CIBC
01.2012 - 01.2020

Personal Banker II

CIBC
01.2008 - 01.2011

BACHELOR OF COMMERCE -

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VICK RISHI