Manish Patel Email & Phone Number

Vaughan, Ontario, Canada

Brampton

Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients. Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities Providing tailored Advise to clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection using tools like Financial Health Check.Demonstrate the benefits and assist clients in using all channels such as Bank Machines, Mobile and Online BankingWork as part of a team to ensure the client is receiving the most appropriate advice and introduce them to the appropriate colleague in Imperial Service to meet their needs. Introduce clients to CBC's best-in-class online and mobile banking technology (Tablet, ATM, Online & Mobile apps). Handled complaints and customer requests professionally and efficiently.

Brampton

Prospecting new customers in Loblaw’s Super Market and offers financial products. Proactive sales advice to customers in a retail environment. Built and developed relationship with existing and new customers.Make daily hug calls to customers to understand if there is an opportunity to help banking products and service offerings in order to grow the business – daily activity is achieved through both outbound and some inbound communications with customers Interaction with the customers about other banking products such as lending and investments. Actively participate in the sales events such as Canadian National Exhibition, Canadian Home Shows, Taste of Danforth and many more. Handled complaints and customer requests professionally and efficiently

Toronto, Canada.

Greeted customers with a positive attitude and professional mannerEducate clients on CIBC Credit cards features such as point system, yearly fees, insurance and interest Maximized productivity and sales through proactive approach Sourced 300 application against the target of 220 application for the year 2011Provided high level of customer service – received 93% or better in the customer service sequenceEffectively overcome the objection of customer and close the sale As per process fill up and submitted CIBC credit card applicationBuilt and maintained positive working relationships with co-workers, other District employees Handled complaints and customer requests professionally and efficiently.

Diploma Banking And Financial Services, Banking And Financial Support Services

Bechlor Of Science, Mathematics