Yash Patel
Stoney Creek
Summary
Dynamic banking professional with 5 years of experience in the financial services industry, specializing in customer portfolio management, financial advising, and insurance solutions. Adept at building strong customer relationships, identifying client needs, and offering tailored financial products such as mutual funds, mortgages, and credit services. Proven ability to work in a target-driven environment, providing superior service and driving sales.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Member Solution Advisor
Tandia Financial Credit Union
08.2023 - Current
- Cultivate strong relationships with new and existing members, understanding their financial goals and offering tailored solutions
- Provide ongoing support, adjusting strategies to reflect life changes, and help members achieve short- and long-term financial goals
- Collaborate with team members to ensure seamless delivery of financial services and products
- Maintain up-to-date knowledge of industry regulations and tools, ensuring compliance and optimal service delivery
- Underwrite lending applications to recommend the best solutions for members’ financial needs
Banking Advisor
Royal Bank of Canada
03.2022 - 07.2023
- Delivered personalized financial advice to clients, helping them with everyday banking, credit, and investment needs
- Proactively identified sales opportunities and referrals, contributing to business growth and client satisfaction
- Maintained strong relationships with internal partners to optimize client service and identify additional opportunities
- Assisted clients in managing transactions and resolving financial concerns
Client Advisor
Royal Bank of Canada
07.2021 - 02.2022
- Provided exceptional customer service by managing client transactions and addressing concerns
- Took ownership of client issues, resolving problems promptly and preventing future occurrences
- Actively identified opportunities to introduce clients to RBC’s broader range of products and services
- Collaborated with colleagues and internal partners to meet sales targets and deliver comprehensive client solutions
Customer Service Representative
Alorica Customer Care
01.2021 - 07.2021
- Managed customer complaints and inquiries, ensuring issues were resolved efficiently and effectively
- Delivered high-quality service, addressing both customer and agent questions and providing accurate information
Food Service Supervisor
Subway Restaurant
06.2018 - 01.2020
- Oversaw inventory, ensuring stock levels were maintained for smooth operations
- Managed staff schedules and duties, ensuring adherence to quality and service standards
- Trained new employees and provided guidance on safety procedures, fostering a positive team environment
Relationship Officer
Kotak Mahindra Bank
09.2015 - 04.2016
- Managed a portfolio of top-tier customers, maintaining a high level of service and ensuring growth in book value
- Educated clients about banking products and services, enhancing their financial knowledge and engagement
- Achieved a consistent 10% growth in portfolio value every 6 months through relationship building and tailored solutions
Associate Financial Service Manager
ICICI Prudential Life Insurance
06.2014 - 09.2015
- Analyzed clients’ financial needs and provided personalized insurance solutions
- Ensured compliance by gathering complete customer documentation in line with organizational requirements
- Focused on expanding the client base, meeting 3 new prospective clients daily to drive business growth
- Promoted from Financial Service Consultant to Associate Financial Service Manager within one year for outstanding performance
Education
Graduate Certificate - Global Business Management
Centennial College
Scarborough, ON01.2018
Bachelor’s Degree - Management Studies
University of Mumbai
01.2014
Skills
- Customer Portfolio Management
- Financial Product Knowledge
- Problem Solving & Conflict Resolution
- Client Engagement
- Client Needs Assessment
- Financial Analysis
- Cashflow Management
- Investment Advice
- Debt Management
Certification
Investment Funds in Canada (IFC)
Languages
English
Full Professional
Hindi
Native or Bilingual
Timeline
Member Solution Advisor
Tandia Financial Credit Union
08.2023 - Current
Banking Advisor
Royal Bank of Canada
03.2022 - 07.2023
Client Advisor
Royal Bank of Canada
07.2021 - 02.2022
Customer Service Representative
Alorica Customer Care
01.2021 - 07.2021
Food Service Supervisor
Subway Restaurant
06.2018 - 01.2020
Relationship Officer
Kotak Mahindra Bank
09.2015 - 04.2016
Associate Financial Service Manager
ICICI Prudential Life Insurance
06.2014 - 09.2015
Bachelor’s Degree - Management Studies
University of Mumbai
Graduate Certificate - Global Business Management
Centennial College
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