Who is Aneri Patel? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Aneri Patel is listed as Client Relationship Specialist at Equitable, based in Brampton, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Aneri Patel.
Aneri Patel previously worked as Senior Client Relationship Specialist at Rbc Insurance and Manager at Groupquest Benefits Resources Inc.. Aneri Patel holds Master'S Degree, Business Administration And Management, General from Veer Bahadur Singh Purvanchal University, Jaunpur.
Company email context
Email format at Equitable
This section adds company-level context without repeating Aneri Patel's masked contact details.
Equitable
Review company-level records connected to Aneri Patel before choosing the right outreach path.
Profile bio
About Aneri Patel
Experienced Finance and Facilities Team Lead with a demonstrated history of working in the financial services industry. Skilled in Microsoft Office, Administration, Management, Insurance, and Time Management. Strong operations professional with a Master's degree focused in Business Administration.
Current workplace
Aneri Patel's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Aneri Patel work experience
A career timeline built from the work history available for this profile.
Client Relationship Specialist
Current
Nov 2024 - Present
Senior Client Relationship Specialist
Mar 2022 - Oct 2024
Jun 2020 - Mar 2022
Account Manager
Jun 2020 - Mar 2022
Financial Centre Resources Team Leader
Being in Financial Center Resource Team Leader position I work in a high-volume environment and interact with various departments and financial advisors on a day-to day basis. I am responsible for running the operations of the Financial Center (branch) and lead the Financial Center resource team.I complete regular one on one reviews with each team member.
May 2018 - Dec 2019
Group Contract Specialist
This position requires extensive knowledge and attention to detail. I am responsible for building and producing a customized New Business Client Policy Contract based on the approved application and case design outline. As a Contract Specialist I work in a high volume work environment and interact daily with various departments, supervisors and management..
Nov 2016 - May 2018
Facilities Manager
- Responsible for carrying out administrative duties, including controlling purchase ledger, purchase and sales invoices
- Creating and managing various reports for company accountant, creating sales invoices for clients and obtaining purchase orders and chasing payments
- Managing floor staff holiday and vacation days and managing employee contracts, providing staff’s weekly hours to HR for salary
- Maintaining corporate fleet records and reports
- Working out monthly and yearly budgets with Station Manager
- Ensuring payments are made to suppliers on time and payments are received from Clients
Apr 2014 - Oct 2016
Regional Operations Manager
Acme Business Support Limited
- Responsible for completing financial management including controlling invoicing and reconciling accounts, as well as monitoring takings and completing banking in accordance with company requirements
- Managing a variety of administrative tasks including managing stock levels and placing orders to maintain appropriate availability, as well as reviewing customer accounts to ensure they are healthy
- Overseeing a team, with responsibility for providing direction and guidance where required, and for completing all payroll-related tasks
- Monitoring operations within the stores to ensure that processes are adhered to and that activities are completed to maintain smooth running of the store
- Producing and managing a range of business correspondence, ensuring records are maintained and files updated accurately
- Prioritizing and organizing workloads, ensuring all deadlines are maintained and requirements delivered
Nov 2011 - Apr 2014
2 education records
Aneri Patel education
Master'S Degree, Business Administration And Management, General
Bachelor'S Degree, Business Administration And Management, General
FAQ
Frequently asked questions about Aneri Patel
Quick answers generated from the profile data available on this page.
What company does Aneri Patel work for?
Aneri Patel works for Equitable.
What is Aneri Patel's role at Equitable?
Aneri Patel is listed as Client Relationship Specialist at Equitable.
Where is Aneri Patel based?
Aneri Patel is based in Brampton, Ontario, Canada while working with Equitable.
What companies has Aneri Patel worked for?
Aneri Patel has worked for Equitable, Rbc Insurance, Groupquest Benefits Resources Inc., Sun Life Financial, and Swissport.
How can I contact Aneri Patel?
You can use AeroLeads to view verified contact signals for Aneri Patel at Equitable, including work email, phone, and LinkedIn data when available.
What schools did Aneri Patel attend?
Aneri Patel holds Master'S Degree, Business Administration And Management, General from Veer Bahadur Singh Purvanchal University, Jaunpur.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Aneri Patel you were looking for.
View similar profiles
