Rajesh Patel

Rajesh Patel Email and Phone Number

Associate Financial Advisor | CSC certified | Investment Advisor | Financial Advisor | Wealth Management | Mortgage Services | @ CIBC
toronto, ontario, canada
Rajesh Patel's Location
Greater Hamilton (Burlington) Metropolitan Area, Canada
Rajesh Patel's Contact Details

Rajesh Patel work email

Rajesh Patel personal email

n/a
About Rajesh Patel

To gain and understand the portfolio in Canadian market in the field of Finance career, completed Canadian Securities Course (CSC) from Canadian Securities Institute.Skilled in Financial customer support, Human Behavior, Time-efficient, Self-directed Learning, Positive Behavior Support, and Self-confidence. Strong operations professional with a Post secondary Global Business Management focused in International Business from Mohawk College in April 2020.Actively looking for a related job which will help to build my career in Finance stream.

Rajesh Patel's Current Company Details
CIBC

Cibc

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Associate Financial Advisor | CSC certified | Investment Advisor | Financial Advisor | Wealth Management | Mortgage Services |
toronto, ontario, canada
Website:
cibc.com
Employees:
34212
Rajesh Patel Work Experience Details
  • Cibc
    Associate Financial Advisor
    Cibc Apr 2024 - Present
    Caledonia, Ontario, Canada
  • Cibc
    Universal Banker
    Cibc Oct 2022 - Apr 2024
    Oakville, Ontario, Canada
  • Cash Money
    Shift Manager
    Cash Money Sep 2022 - Oct 2022
    Burlington, Ontario, Canada
  • Cash Money
    Financial Services Representative
    Cash Money Sep 2021 - Sep 2022
    Burlington, Ontario, Canada
    •Provide outstanding service to members (both at the front counter and/or by phone), answer inquiries and always strive to increase member satisfaction through service provided. The objective is to delight the member.•Making outbound awareness and service follow up calls to members.•Handle Member requests for deposits, withdrawals, transfers, and other basic transactions.•Promote Cash Money’s services by explaining benefits and features.•Identify and fulfill Members’ financial service needs, including cashing and certifying cheques, processing bill payments, buying/selling foreign currencies, processing Member statements, identifying the need for Life protection insurance, assisting Members in getting a Opt+ card, pay day loan, line of credit and online account set up.•Promotes Cash Money products and services when a need or opportunity specific to the member is identified.•Make referrals to specialists and advisors as required such as Lending department, IT support etc.•Solve member issues and know when to escalate if required.•Participates in the counting of large cash deposits.•Rotate with staff to cover reception duties and tasks.
  • Mac'S Convenience Stores Inc.
    Sales Supervisor
    Mac'S Convenience Stores Inc. Jan 2020 - Sep 2021
    Hamilton, Ontario, Canada
    •Organize and maintain inventory level as per the business product structure.•Apply FIFO method for products by minimizing waste control.•Prepare, review, and submit orders of the products.•Prepare daily paperwork includes sales volume and final reports which highlights over/short in cash.•Negotiate with varieties of vendors and suppliers of the business about return and purchasing.•Resolve problems that arise such as customer complains and supply shortages etc.
  • Mac'S Convenience Stores Inc.
    Customer Service Representative
    Mac'S Convenience Stores Inc. Jan 2019 - Dec 2019
    Hamilton, Ontario, Canada
    •Operate cash register, scanner and debit/credit transaction terminal, handle cash exchanges and refunds in a quick efficient manner.•Provide front desk service by taking orders and preparing final invoices.•Draw customers’ attention for promotional offers and deals prevailing within workplace which improves overall sales.•Manage financial responsibility during working hours by dropping cash in and out from the coin safe locker.
  • Icici Bank
    Personal Banking Advisor
    Icici Bank Jul 2017 - Dec 2018
    Ahmedabad, Gujarat, India
    •Engage customers in day to day advice needs,service transactions, digital education, and customer problem resolution related to banking solutions.•Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters.•Build customer confidence on emerging digitalbanking trends by educating them on mobile, ATM, and online banking.•Support the frontline staff with scheduled cash and non-cash transactions, resolve critical issues and report non-standard matters to management.•Recommend improvements to work practices,branch operations and processes to enhance customer experience and achieve operationalexcellence.•Participate in the timely and accurate completion of business processes and procedures.

Rajesh Patel Skills

Whmis Management Self Directed Learning Time Efficient Positive Behavior Support Bookkeeping Whims Global Business Management Self Confidence Human Behavior Financial Accounting

Rajesh Patel Education Details

Frequently Asked Questions about Rajesh Patel

What company does Rajesh Patel work for?

Rajesh Patel works for Cibc

What is Rajesh Patel's role at the current company?

Rajesh Patel's current role is Associate Financial Advisor | CSC certified | Investment Advisor | Financial Advisor | Wealth Management | Mortgage Services |.

What is Rajesh Patel's email address?

Rajesh Patel's email address is ra****@****ibc.com

What schools did Rajesh Patel attend?

Rajesh Patel attended Canadian Securities Institute, Mohawk College, Gujarat University.

What skills is Rajesh Patel known for?

Rajesh Patel has skills like Whmis, Management, Self Directed Learning, Time Efficient, Positive Behavior Support, Bookkeeping, Whims, Global Business Management, Self Confidence, Human Behavior, Financial Accounting.

Who are Rajesh Patel's colleagues?

Rajesh Patel's colleagues are Ygor Almeida, Renee Alexander, Sherry Fan, Rick Vanu, Helen N., Harsh Panjrath, Ya Chih Michelle C..

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