Jayesh Mistry Email & Phone Number

Ontario, Canada

- Ensuring excellent banking by interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.- Answer clients' questions about the purposes and details of financial plans and strategies.- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Manage client profiles, keeping client plans up-to-date. - In depth knowledge of lending products, solid credit analysis and judgment, and hands on experience with credit policy and risk compliance. Successful in funding mortgages with Income & Non Income qualifications & insured mortgages. Funded equity mortgages for business clients. - Successful in achieving Investment & managed Money targets by collaborating with an FA in Branch which increased net sales of the branch. Successful in referring high net worth client to through FA referrals as well as partner Referrals. - Year over Year success in achieving sales targets in secured & unsecured Lendings, Mortgages, Investments & Managed Money. - Consistently met expectations successfully in year end review since joining CIBC from March 2010 till now. Was able to grow account base and achieve sales numbers by going deep and wide with existing customers. -‘Hands on Manager’ known to recognize process critical risks and design and implement mitigating controls, identify key problems and provide creative solutions. A positive win-win approach, prioritizing and leading from the front has ensured that my teams have always succeeded in challenging situation.

Gta

- Delivered sales goals and objectives keeping in mind the required client planning & product development for different clients.- Managed a sales team of 20 Field Sales Associates at one time. Coordinating schedules of Sales Associates ensure effective staffing at all times.- Ensured 100 % compliance of all the locations.- Trained Sales Associates to achieve new customer acquisition and achieving effective customer communication and branding of CIBC Card Products.- Increased the CIBC Card Products Division hours, quality and the SPH by 100 %, 80% & 20% respectively.- Increased the Premium Applications which is the highest revenue source for the company from 5 % to 30 % within 3 months of being Area Program Manager.- Helped the team reduce customer complaints by 90% to achieve highest customer satisfaction.

Gta

- Promoting sales of Credit card to customers at various locations. - Explained benefits of different credit cards to customers.

End to End consumer support and service for Royal Bank of Canada. Being the first point of contact for all financial services provided by RBC. - Provide customer service on phone to RBC bank Credit card clients Client. - Take responsibility of the calls and make sure that the customers are so much satisfied with the services received that they recommend Royal Bank to their friends and family. - Receiving inbound calls over phone from existing clients, making sales and providing exceptional customer service.-Respond to incoming customer inquiries regarding lost/stolen Credit cards and Fraud Monitoring call backs, while providing exceptional customer experiences. - Conduct a complete customer validation to ensure cardholder confidentiality is protected at all times, in conjunction with the company privacy policy. - Use active listening and questioning skills to probe for the unique particulars, which include but are not limited to, verifying recent customer activity, identify how loss/theft occurred, and obtain security details.- Perform outbound calls while multitasking through the account for memo’s or fraud related flags, in order to optimally service the customer while keeping constant fraud related focus in all calls.- Dedication to maintaining a superior level of customer service in interaction with clients.

Mumbai Area, India

- Prepared, audited and analyzed accounts and financial statements, Balance sheets, Income & Expenditure and Profit & Loss A/c, T.D.S. A/c and Certificates, Bank Reconciliation Statements. - Vouchers processing, Data entry, Purchase, Inventories record, Cash Book entries, Ledger postings, Debtors and Suppliers accounts.- Managed Income Tax and Value Added Tax matters Including, Computing Taxes, preparing monthly and yearly Returns and E-Filling with Government Authority. Attended hearing for the Income Tax and Vat Cases of Clients with Government Authority.- Advised corporate & business clients on Tax Matters & created a Tax schemes and Tax savings plans. - Advised business & Corporate clients on Tax savings Investments & Tax deduction rules. - Done quarterly, half yearly & yearly Tax forecasting for business clients and prepared a tax planning reports.- Advised clients on Income Tax , Sales Tax Vat Tax , Profession Tax & excise taxes.

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