Ritesh Mistry Email & Phone Number

Dubai, United Arab Emirates

• Supervising day-to-day operations
• Business development and retention
• Creating effective standard operating procedures, policies, and terms of use
• Developing customer satisfaction goals and coordinating with the team to meet them on a steady basis.
• Implementing an effective customer loyalty program.
• Maintaining accurate records and documenting all activities and discussions.

Dubai, U.A.E.

 Serve as the lead point of contact for all member account management matters. Achieve Net Gain and hit sales target by successfully managing the team. Responsible for activity of Front of House department and the operation function. Organize workflow and ensure that employees understand their duties or delegated tasks as per the SOP Accountable to.

Halifax, Canada Area

• Responsible for setting up new Bank accounts, Business accounts and Investment products
• Updating client’s account (Maintenance), Redemptions and Closures
• Process banking transactions (EFT’s & processing Cheques)
• Documents and Cheque verification
• Validation of account balances and signature verification of Bank clients
• Timely processing of files and ensure the quality of processing

Markham, Ontario, Canada

• Participated in team meetings and brainstorming sessions.
• Assisted other staff with presentations for clients.
• Created and distributed newsletters and promotional items for the event/seminar ‘Building a Financial Road Map.’
• Examined ethics, compliance, and business conduct issues pertaining to the financial industry.
• Training in products and services they offer.
• Managed with business development matters including marketing material preparation

Toronto, Ontario, Canada

• Reviewed current trends in financial industry.
• Spent time with Financial Consultants/Advisors shadowing.
• Assisted in the organization of files, collateral material and other administrative tasks.
• Trained in scripting and handling objections.
• Conducted cold calling for booking appointments for potential clients and visiting small business to promote the company

Muscat, Oman

• Obtained practical work experience at the Liability Products Department
• Allowed to observe and understand daily functions of the Marketing Department
• Learnt how to apply marketing skills and tactics
• Attended Marketing Department meetings when applicable and schedule allowed
• Undertook marketing research to identify client services and needs
• Collected marketing data by analyzing various factors such as distribution channels, competition prices, industry sales, etc.

Post Graduate Certificate, Financial Services Practitioner

Master Of Business Administration (M.B.A.), Major Specialization Marketing & Minor Finance

Bachelor Of Commerce (B.Com.), Business Adminstration

Diploma In Event Management, Event Management And Public Relation

High School