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
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