Jinal Shah Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

• Exhibited quick learning internal CIBC applications such as COINS, CGE, OCD, Postedge, & B CLASS.• Ensured compliance with insurance documentation against loan and regulatory requirements.• Executed diverse administrative duties as required, including effective verbal & written communication, meticulous documentation, and modification of established spreadsheets.• Organized filing provided crucial administrative support for urgent assigned tasks. • Uphold CIBC's core values of trust, teamwork, and accountability in all interactions and tasks

Mumbai, Maharashtra, India

● Answered customers’ queries over calls, emails, and E-chat.● Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.● Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.● Connecting with the warehouse team for timely dispatch of the customer’s orders and ensuring that the products are packed well and as per the customer’s requirements

Mumbai, Maharashtra, India

● Addressing customers’ credit card and bank account queries over calls and emails.● Completed transactions for customers and capitalized on opportunities to cross-sell products and services.● Upheld strict security procedures to verify identities when completing actions for members and giving out private banking information.● Managed leads and referrals for prospects interested in specific bank products such as loans and credit cards.● Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.● Discussed financial options with clients and provided informed suggestions.● Raised disputes and charge back on customers’ requests for unauthorized or fraudulent transactions on credit and debit cards.● Trained and guided the new joiners on the products and process, monitoring their performance, and giving feedback when needed.

Mumbai Area, India

• Greeting and engaging with walk in customers and assisting them with their banking queries• Proactively engaged with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.• Probing to understand customer personal banking and credit card needs and integrating marketing promotions and programs into customer conversations to provide strategic advice.• Maintaining current knowledge of personal banking products, practices, and trends and integrating into customer conversations.• Identifying and reporting suspicious activity patterns suspected to be related to money laundering.• Process customer cash deposits and withdrawals, cheques, outward remittances, foreign exchange transactions, wire transfers, funds settlement, credit card payments, money orders, certified cheques and other related banking transactions;• Cross-selling of various bank products like loans, credit cards, mutual funds, insurance, etc.• Acquiring new customers via referrals from existing clients.

Mumbai Area, India

• Handling ICICI bank channel for the sale of Mutual funds• Gave product training of various funds to the bank staff for efficient sales.• Went on client calls with the branch staff for successful closure of mutual funds or insurance deals.• Launched various contests for the bank staff for improving sales

Bachelor'S Degree, Business/Commerce, General

Education record