Tejal Patel Email & Phone Number

Avon, Massachusetts, United States

-Oversee on time deliveries and manage inventory efficiently to meet customer demands and prevent stock issues. - identity new business opportunities and implement strategies to expand market presence and drive revenue growth. - Ensure full compliance with environmental regulations and industry standards, prompting sustainable practices. - generate comprehensive performance reports and present actionable insights to management for informed decision making.

Mississauga, Ontario, Canada

- Managed over 45 weekly inquiries from high net worth investors, institutional clients and third party partners providing timely and accurate financial solutions to meet their needs- Processed and reviewed subscription and transfer documents, meticulously verifying client credentials to ensure compliance with regulators standards, including know your customer (KYC) requirements. - Monitored and reconciled wire transfers, applying anti money laundering (AML) protocols to detect and prevent fraudulent activities, while ensuring data accuracy with client portals.

Mississauga, Ontario, Canada

-Providing exceptional service for our valued customers.( door to door)-Collaborated with management team to analyze customer satisfaction levels-Achieved monthly and annual sales goals ensuring compliance with company projects.

Burlington, Ontario, Canada

-Cultivate rapport with customers, build customer personal relationships.-Effectively managed a high volume of inbound and outbound customer calls for filling taxes.-Managed accounting projects for the clients.

Brampton, Ontario, Canada

-Managed cashier, front, stocking, inventory, and drive thru pickup orders.-Consistently provided friendly guest service and warm hospitality.-Maintained high standards of customer service with high- volume, fast paced operations.

Business, Management, Marketing, And Related Support Services

Advanced Diploma, Business Administration

Developing marketing skills, Finance, Accounting, Human Resources, Operations Management