AeroLeads people directory · profile

Raj Patel Email & Phone Number

Creating Effortless Customer Experiences at AGF Investments
Location: Toronto, Ontario, Canada 7 work roles 3 schools
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Creating Effortless Customer Experiences
Location
Toronto, Ontario, Canada
Company size

Who is Raj Patel? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Raj Patel is listed as Creating Effortless Customer Experiences at AGF Investments, a company with 487 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Raj Patel.

Raj Patel previously worked as Senior Client Services Representative at Agf Investments and Personal Shopper at Loblaw Companies Limited. Raj Patel holds Post Graduation Diploma, Event Management from Humber College.

Company email context

Email format at AGF Investments

This section adds company-level context without repeating Raj Patel's masked contact details.

AGF Investments

Review company-level records connected to Raj Patel before choosing the right outreach path.

Profile bio

About Raj Patel

Excelling at AGF Investments as a Senior Client Services Representative, I blend meticulous attention to detail with a hospitality background to create seamless client interactions. Our team's commitment to service excellence is evident in the smooth handling of financial accounts and inquiries, ensuring client satisfaction and operational efficiency.Parallel to this, I contribute to Loblaw Companies as a Personal Shopper, where we surpass sales goals by fostering enduring customer relationships. My education in Hospitality and Tourism Operations Management, paired with a thorough understanding of the hospitality industry, equips me with the skills to solve problems proactively and deliver personalized experiences consistently.

Listed skills include Baking, Restaurant Management, Microsoft Powerpoint, Customer Satisfaction, and 22 others.

Current workplace

Raj Patel's current company

Company context helps verify the profile and gives searchers a useful next step.

AGF Investments
Agf Investments
Creating Effortless Customer Experiences
toronto, ontario, canada
Website
Employees
487
AeroLeads page
7 roles

Raj Patel work experience

A career timeline built from the work history available for this profile.

Senior Client Services Representative

Current
Dec 2023 - Present

Personal Shopper

Current

Toronto, Ontario, Canada

Loblaws is one of the most renowned premium retail store in Canada.Here I perform duties like:· In-store shopping – selecting quality products.· Ensuring customer orders are accurate and ready for pick-up.· Answering any customer inquiries.· Develop and manage strong repeat clientele business.· Achieve and exceed all sales and metrics across board.·.

Sep 2020 - Present

Senior Client Relations Representative

Toronto, Ontario, Canada

  • Assist new and existing clients with opening new personal, non-personal and non-registered accounts including Registered Retirement Savings Plans (RRSPs), Registered Income Funds (RIFs), Locked-In Retirement Accounts.
  • Create effortless client experiences through every contact related to account, product, and general service inquiries in various channels including phone email, social media, and digital self/serve, CRM systems, etc..
  • Create effortless client experiences through every contact related to account, product, and general service inquiries in various channels including phone email, social media, and digital self/serve, CRM systems, etc..
  • Providing advice to Financial Advisors/Clients, handling transaction requests and making clerical changes, resolving processing issues.
  • Approve or reject applications or recommend applications for approval or rejection and Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment, and.
  • Represent the client and companies' best interest by handling client complaints and take ownership of the experience from beginning to end. Serve as the single point of contact for all inquiries related to the.
Nov 2022 - Nov 2023

Customer Experience Associate

Td

Toronto, Ontario, Canada

  • Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD’s Code of Conduct and Ethics.
  • Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters.
  • Respond and resolve customers’ concerns using standard procedures and escalating non-standard activities, as necessary.
  • Achieve assigned goals and business… Show more
  • Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner.
  • Connect personally with customers to advise them appropriately and clearly on banking solutions and processes.
Oct 2021 - Oct 2022

General Manager

North York, Ontario, Canada

  • Managing employee life cycle, including recruitment, hiring, training, performance management, employee development, conflict resolution, and separation.
  • Develop promotions and new attractions to increase sales.
  • Planning and preparing the work schedules and assign employees to specific duties.
  • Manage daily restaurant operation and employees.
  • Cash handling, end of day revenue collection and applicable paperwork.
  • Managing payroll, accounts payable and receivable, and… Show more
Aug 2019 - Oct 2021

Server

Toronto, Ontario, Canada

  • Restoration Hardware Toronto Courtyard Café is one of the most exclusive high-end fine dining restaurants in Canada. Here I performed duties like;
  • Deliver friendly and efficient service to ensure pleasant dining for all guests.
  • Guiding the guest with knowledge of ingredients and how the food procedures
  • Sustaining consistent communication between both parts of the house at all times.
  • Operating in-depth service in various special and private events and large… Show more Restoration Hardware Toronto Courtyard Café is one of the most exclusive high-end fine dining restaurants in Canada. Here I.
  • Operating in-depth service in various special and private events and large parties.
Sep 2018 - Aug 2019

Guest Service Ambassador

Toronto, Ontario, Canada

  • West Jet Airlines is one of the most renowned Canadian airlines of Canada. Here I performed duties like:
  • Greeting and assisting guests to utilize the airport kiosks.
  • Helping in quick and swift check-in through the kiosk and to overall provide a positive experience from airport to aircraft.
  • Assisting guests requiring mobility assistance (such as wheelchairs) in all areas of the airport and lifting/moving guests’ baggage, among many other tasks.
May 2019 - Jun 2019
Team & coworkers

Colleagues at AGF Investments

Other employees you can reach at agf.com. View company contacts for 487 employees →

3 education records

Raj Patel education

Post Graduation Diploma, Hospitality And Tourism Operations Management

FAQ

Frequently asked questions about Raj Patel

Quick answers generated from the profile data available on this page.

What company does Raj Patel work for?

Raj Patel works for AGF Investments.

What is Raj Patel's role at AGF Investments?

Raj Patel is listed as Creating Effortless Customer Experiences at AGF Investments.

Where is Raj Patel based?

Raj Patel is based in Toronto, Ontario, Canada while working with AGF Investments.

What companies has Raj Patel worked for?

Raj Patel has worked for Agf Investments, Loblaw Companies Limited, Mackenzie Investments, Td, and Firehouse Subs.

Who are Raj Patel's colleagues at AGF Investments?

Raj Patel's colleagues at AGF Investments include Jason Bishop, Touchima Dhunnoo, Madhu Baneerjee Dua, Heather Van Weelie, and Joanna Czarkowska.

How can I contact Raj Patel?

You can use AeroLeads to view verified contact signals for Raj Patel at AGF Investments, including work email, phone, and LinkedIn data when available.

What schools did Raj Patel attend?

Raj Patel holds Post Graduation Diploma, Event Management from Humber College.

What skills is Raj Patel known for?

Raj Patel is listed with skills including Baking, Restaurant Management, Microsoft Powerpoint, Customer Satisfaction, Food And Beverage, Hospitality Service, Communication, and Catering.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Raj Patel you were looking for.

View similar profiles