Tejaskumar Patel Email & Phone Number

Brandon, Manitoba, Canada

• Provide a daily yield report to manufacturing• Investigate and reconcile any yield/quantity discrepancies• Provide financial analysis on Bill of Material change requests• Provide detailed yield/manufacturing analytics to management for decision making purposes• As part of the Finance team, assist budget managers in managing their budgets, as well as participate in period end duties• Actively participate in Six Sigma projects

Canada

• Providing excellent customer service through continuous advice about making customers financially stronger. • Demonstrating excellent communication skills by understanding customer needs and offering them various products and services of the bank and achieving the targets set. • Understanding customers needs and escalating all the queries to the Financial Advisors and required departments within the branch. • Achieving assigned goals and business objectives by promoting digital banking solutions and completing business processes in a timely and accurate manner.

Manitoba, Canada

• Meet sales targets for post paid cell phones, as well as home residential services such as Internet, home phone, Fiber Television and various service plans. • Stay up to date with latest tech hardware and products to provide each customer with overall great experience from start to end. • Handling Cash Register, Merchandise store, set up displays, and maintain a solid work environment for myself and our sales team.• Attend in depth training sessions to gain further knowledge of products as well as wireless and home service.

Manitoba, Canada

• Demonstrate good interpersonal skills when dealing with customers• Resolve customer problems in professional and understanding manner, seeking authorization as required• Expedite and balance work priorities and assisted manager as and when required• Balance cash drawers, credits and other monetary transactions• Sought, recognize and act upon sales/referral opportunities to expand business relationships with clients for new business

Mumbai Area, India

• Setup job projects in company accounting system• Established and maintained adherence to accounting tasks & procedures• Managed effective client conversations to resolve various on-site issues • Cross trained with Inventory Management department and acting as a gatekeeper for fraudulent activities

Mumbai Area, India

• Citi Bank Commercial Banking Operations• Escrow Management Services for Mortgage Department• Setting-up various Insurance Services for clients• Funds Transfer Investigations for Commercial Banking• Investigating processing errors in various funds transfers methods e.g. SEPA, FEB, WIRE, SWIFT, etc• Provides support & work closely with Manager to ensure that all support tasks are completed within SLA

Mumbai Area, India

• Investment Banking – Derivatives Operations• Doing Internal Settlements of all OTC Trades in timely manner with accuracy• Dealing with various financial products of Equity, Credit & Rates• Liaising with counterparty for any trade calculations and fix errors within SLA• Provides ideas to enhance procedure manuals, recognizes opportunities and provides input to the development and achievement of team objectives

Mumbai / Pune (India)

• Intraday Trading in NYSE/ NASDAQ/ AMEX/ ARCA• Evaluations of all executed Trades and various market events• Maintain proper Risk-Reward Ratio.• Apply best Trading Strategies to maximize returns on capital

Mumbai Area, India

• General Insurance Operations• Checking documents of various Hazard Insurance • Following pre-defined procedures & SLA for various companies

Federal Income Tax Level 1

Canadian Securities Course [Csc]

Master In Finance Management [Mfm], Finance, First Class

Activities and Societies: Fundamental & Technical Analysis of ITC Ltd (Listed Indian Company)

Bachelor'S Degree, Business/Commerce, General, First Class