Dhara Bhatt Email & Phone Number

Regina, Sk, Ca

Regina, Saskatchewan, Canada

Regina, Saskatchewan, Canada

Canada

Mississauga, Ontario, Canada

Ahmedabad Area, India

• Ensures the branch and vaults are opened and closed on a timely basis.• Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change.• Maintain an adequate cash drawer at all times; this includes buying and selling currency from the vault as necessary• Process deposits, withdrawals and other banking transactions for a high volume of customers.• Introduce new members to the platform and assist them with any balance transfers or other transactions.• Assist customers in accessing safety deposit boxes• Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals, selling cashier's checks, traveler's checks, and answering questions in person or on telephone; referring to other bank services.• Records transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports.• Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.• Maintains customer confidence and protects bank operations by keeping information confidential.• Contributes to team effort by accomplishing related results as needed.• Maintained friendly and professional customer interaction.• Developed prospects for new loans with cold calls weekly• Achieved monthly targets and increased the volume quarterly.

Surat Area, India

• Relationship Management• Regular follow up with client for outstanding dues & deliveries.• Handling client’s portfolio and keep in touch daily for market updates.• Preparing accounting of the firm like – client ledger account, auction account, and stock exchange account, clearing house general bill account.• Handling fund position of Pay-in and Pay-out of the bank current account of our company.• Emailing of Ledgers, weekly summary etc., to clients once in a week. Also emailing daily • Transaction statement, client position.• Advising clients in Investment & Trading.• Training & Development of New sub-branch & it’s employees which includes Trading • Terminal functions, back-office work- Contracts-Cum-Bills printing, Ledger Statements • Printing, Demat holding reports printing.• Managing equity portfolio of clients• Dealing in equities; Intraday & delivery base suggest to trade.• Dealing with client orders on a regular basis.• Client acquisition• Shortage report follow up, Deliveries pay in & pay out through instruction slip, Off-market • Share transfers, Physical to Demoralization shares.• Having correspondence with the clients.

Master Of Business Administration - Mba, Finance And Financial Management Services

Canadian Investmemt Fund, Financial Planning And Services