Zeel Jhaveri
Vaughan,Canada
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. I am committed to helping clients achieve their financial aspirations through proactive advice, Investment planning, and tailored financial solutions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker Associate
Bank Of Montreal
12.2022 - Current
- Provided valuable customer service, advice and resolved complex issues in personal and commercial banking
- Performed in target based environment, consistently above 150% of my weekly sales targets. YTD is above 215%
- Approached prospective clients through emails and cold calling to consistently meet sales targets and grow the business
- Identified potential fraud risks and prevented financial loss for company
- Provided financial advice through managed solutions and strategized on financial goals from a holistic perspective and identified investment opportunities with existing and new money
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships
Sales Consultant
Rogers Communications Inc.
07.2021 - 09.2022
- Collaborated with marketing team to design promotional materials for campaigns to attract more customers
- Commitment to helping customers with personal attention to resolving customer's complaints and inquiries in a timely manner
- Outbound cold calling to generate sales primarily in the consumer market
- Organized with colleagues to discuss new opportunities to grow the business
Customer Service Representative (CSR)
Bank Of Montreal
05.2022 - 08.2022
- Achieved sales targets of over 150%
- Remained calm and professional in challenging obstacles and effectively diffused situations with clients
- Asked probing open ended questions to determine needs and utilized the tools provided to better customer experience
- Carefully and efficiently dealt with cash transactions
- Maintained up to date knowledge of banking products and trends to give the best suitable advice
Education
Marketing Management-Financial Services -
George Brown College
Entrepreneurship Management -
George Brown College
Bachelors in Business Administration -
Veer Narmad South Gujarat University
Skills
- Build rapport & Team Player
- Strong interpersonal skills
- Complaint resolution
- MS Excel & MS Word
- Investment Advice
- Client Relationship Management
- Cross and up selling
- Attention to detail and organized
- Investment Portfolio Management
- Analytical thinking & critical thinking
- Fast to adapt to new challenges
Certification
- Canadian investment Fund
- Digital Marketing Services
- Canadian Securities Course (in process)
Accomplishments
Spotlight Award Q2, 04/2023 - 07/2023
Spotlight Award Q3, 08/2023 - 11/2023
Languages
English
Full Professional
Gujarati
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Personal Banker Associate
Bank Of Montreal
12.2022 - Current
Customer Service Representative (CSR)
Bank Of Montreal
05.2022 - 08.2022
Sales Consultant
Rogers Communications Inc.
07.2021 - 09.2022
Marketing Management-Financial Services -
George Brown College
Entrepreneurship Management -
George Brown College
Bachelors in Business Administration -
Veer Narmad South Gujarat University
Similar Profiles
Matthew LeadbetterMatthew Leadbetter
Technical Specialist - Innovation & Design at Bank of MontrealTechnical Specialist - Innovation & Design at Bank of Montreal
JOSEPH SILIEZARJOSEPH SILIEZAR
Bank Teller at BANK OF MONTREALBank Teller at BANK OF MONTREAL
Archit KansaraArchit Kansara
Customer Service Representative at Bank of MontrealCustomer Service Representative at Bank of Montreal
PHILIP OSINEYEPHILIP OSINEYE
Assistant Branch Manager at Bank of MontrealAssistant Branch Manager at Bank of Montreal
KUIHAN WANGKUIHAN WANG
Real Estate Salesperson at Remax Imperial RealtyReal Estate Salesperson at Remax Imperial Realty