CAREER OBJECTIVES:
Looking for an organization and job responsibility that enables me to learn Canadian culture and people by delivering services in line with my passion. To make use of my interpersonal skills to achieve the goals of a company that focuses on customer satisfaction and customer experience. DBS BANK PROFILE:
Dealing with HNI and Ultra HNI clients for Savings account with funding of 5 Lakh or 30 Lac Total Relationship value and doing all financial planning like Portfolio Management Services, IREF, Private Equity, AIF (Alternative investment fund), Life Insurance, General Insurance, Fixed Deposits and Mutual Fund. We have a self-source target.
AXIS BANK PROFILE:
Dealing with HNI and Ultra HNI clients for Savings account with funding of 5 Lakh or 30 Lac Total Relationship value and doing all financial planning like Portfolio Management Services, IREF, Private Equity, AIF (Alternative investment fund), Life Insurance, General Insurance, PPF, SME loan, all type of loan, Fixed Deposits and Mutual Fund. We have self-source target plus branch business target also for that we are getting incentives. Here I am looking 3 Branch. Which is coming into my territory.
MOTILAL OSWAL FINANCIAL AND SERVICES LTD. PROFILE:
In Previous organization I was dealing with HNI and Ultra HNI clients for Portfolio management services (PMS), IREF, Private Equity, AIF (Alternative Investment Fund), Structure Products like MLDs (Market linked Debentures), NCDs (Non-Convertible Debentures), Bonds and handling team of 18 peoples for activation and getting incentive for that.
ICICI PROFILE:
In ICICI, my profile was to generate leads for mutual fund and Portfolio Management Services and close the deal for generating revenue for the company. Doing activities for generating leads in company and societies for marketing of ICICI Prudential Mutual Funds and Portfolio Management services.
KIFS PVT. LTD. PROFILE:
In KIFS, my profile was to source customer for Demat & Trading account and generate brokerage by doing trading in shares. Meanwhile we were sourcing customer for advance brokerage plan for instant revenue. SABRE Booking System
Ideas Revenue
Communication
Problem Solving
Time Management
Teamwork - Excellent team player with focus on collaboration, team building and customer relations.
Money Math Skills - Responsible for handing cash at Point of Sales (POS) and Telephone orders
Additional skills: Punctuality, Adaptability, Positive Attitude, ability to carry heavy weight items Prioritization, Multitasking, and problem-solving abilities in fast paced environment.
Skill of business growth and expansion in this competitive market.
Transparency and Trustworthy.
Responsible and accountable.
Self-motivated.
Team player and strong customer focus.
Focused on urgency and results oriented.
Willing to learn.
Highly developed interpersonal and relational building skills, or the ability to inspire trust in clients and colleagues alike.
Overview
19
19
years of professional experience
Work History
Restaurant Manager
Tim
Guelph
11.2023 - Current
Cashier
HDFC BANK
Kingston, Ontario
08.2023 - 06.2023
Punjabi Grocery Store as a, Preferred RM takes the time to get to know the client, understands client’s financial goals, and helps client manage his/her money
The preferred RM is pro-active and engaged to provide clients with advice and solutions he/she needs
Preferred RM is available by phone and in person at Preferred Banking Centers
Also sourcing savings account and current account for the bank
Out of that account generating leads for different products
There I was dealing with hybrid portfolio like HNI and Ultra HNI clients.
Senior Manager
MOTILAL OSWAL FINANCIAL SERVICES LTD
05.2022 - 08.2022
Preferred Relationship manager
HDFC BANK LTD
11.2021 - 07.2021
Associate Manager
DBS Bank
11.2004 - 06.2021
ASASSISTANT MANAGER
MOTILAL OSWAL FINANCIAL SERVICES LTD
09.2017 - 06.2019
Dealing with Investment Products like Portfolio management services, Alternative Investment Funds (Category II, Category III), Private Equity, Bond, NCDs, Structure Products, Demat
Trading, Life-Insurance, General Insurance, Health Insurance, and handling team of 24 people where I must generate revenue through their business and give them training about the job role.
Senior Relationship Manager
ICICI ASSET MANAGEMENT COMPANY
10.2016 - 09.2017
Business Development Manager
KIFS, Khandwala Integrated Financial Services, IDBI BANK, PUNJABI GROCERY
04.2016 - 10.2016
Scanning the Products
Rechecking the weight of products and making bills
Generating Receipts of payment for Customer
Operating Scanners and Scales
Maintaining reports and payments of collecting receipts
Accepting payments, ensuring accurate prices and quantity
Comfortable Working in a group or individually
Meeting new clients daily and explaining to them about products
Maintaining customer data base and preparing daily reports of products and products sales
Getting Feedback from the customer
Solving customers queries by providing them with good solutions and services.
Front Desk Receptionist
Tim Hortons
Guelph, Ontario
Conducted daily pre-shift and weekly departmental meetings to ensure organizational efficiency
Scheduled and directed staff in daily work assignments to maximize productivity
Efficiency resolved problems or concerns to the satisfaction of all involved parties
Continually monitored restaurant and took appropriate action to ensure food quality and service standards were consistently met
Assigned task and oversaw the direction of employees to ensure compliance with food safety procedures and quality control guidelines
Exhibited thorough knowledge of foods, beverages, supervisory duties, service techniques, and guest interactions
Minimized loss and misuse of equipment through proper restaurant supervision and staff training
Developed and maintained exceptional customer service standards
Consistently maintained high levels of cleanliness, organization, storage, and sanitation of food and beverage products to ensure quality
Communicated well and used strong interpersonal skills to establish positive relationships with guests and employees
Counseled and disciplined staff when necessary
Consistently obtained highest rating from the country health department
Greeted customers upon arrival and handled check-in/check-out processes efficiently
Answered guests' queries regarding services provided by the hotel and local attractions
Processed payments through cash or credit cards and issued receipts for all transactions
Provided daily reports on occupancy status and guest feedback to the management team
Ensured compliance with hotel policies and procedures related to front desk operations
Key Achievement:
Implemented an incentive program that increased guest loyalty by 30%
Front Desk Clerk
Assisted in resolving customer complaints professionally and promptly
Maintained up-to-date records of transactions related to front desk operations such as room reservations, bills receivables, etc., using appropriate software systems
Monitored lobby activities including housekeeping staff performance to ensure quality standards are met
Key Achievement:
Improved reception area workflow by implementing new organizational techniques which reduced waiting time for customers by 40%
I have experience in food services in Canada
Where I was doing work as Supervisor and sometimes making products, managing finance part too because I have very good experience in finance
Maintained high standards of customer service during high-volume, fast-paced operations
Communicated clearly and positively with coworkers and management
Mastered point-of-service (POS) computer system for automated order taking
Handled currency and credit transactions quickly and accurately
Followed procedures for safe food preparation, assembly, and presentation
Assisted management with inventory control and stock ordering
Built loyal clientele through friendly interactions and consistent appreciations
Resolved complaints promptly and professionally
Cross-trained and coordinated scheduling with team members to ensure seamless service
Took initiative to find extra tasks when scheduled duties were completed.
DEPUTY MANAGER
AXIS BANK LTD
07.2019
Education
Graduate Certificate - undefined
Conestoga College
Conestoga College
2023
MBA - Finance
Gujarat University
Shri Jairambhai Institute of Technology Management and computer application (NICM)
2016
V.R. Godhania Mahila - Commerce
Saurashtra University, Arts, and Homes Science college
2013
10th Std - undefined
Gujarat Board
ST. Mary’s Sec. & High Sec School
2010
12th Std - undefined
Gujarat Board
M.E.M Higher Sec School Porbandar
2008
<ul><li>Certificate of IRDA for Insurance Certificate.</li><li>Certificate of Completion in Business Analysis Essential Tools and Techniques.</li><li>Certificate of Course completed in Learning Excel - Data Analysis.</li><li>Certificate of Completion in Accounting Foundations statement of cash flows.</li><li>Certificate of Best Business performance of the year in ICICI Prudential Mutual Funds.</li><li>Certificate of NISM Series VA Mutual Fund Distributors Certification Examination.</li><li>Certificate of Participation Co-ordination in the National Seminar on Changing Trends in Management Education.</li><li>Certificate of One day State Level Workshop on User Producer Interface- (Use of Statistics in Research)</li></ul> - undefined
<ul><li>Certificate of State level Sport Badminton Competition.</li><li>Certificate of State level Sport Tug of War Competition.</li><li>Certificate of State level Sport Coordinated in Chess</li></ul> - undefined
<ul><li>Certificate of State level Sport Kabaddi Competition.</li><li>Certificate of Communication Skills Development Programmed.</li><li>Certificate of Global Country Study Report on Bio-technology</li></ul> - undefined
Skills
SKILL SETS:
Highly efficient and organized
Microsoft Office Suite
Oracle Properly Management System (PMS)
Gujarati
COMPUTER LITERACY:
Certified MS Office Professional for MS Excel; MS Office
Tally
Timeline
Restaurant Manager
Tim
11.2023 - Current
Cashier
HDFC BANK
08.2023 - 06.2023
Senior Manager
MOTILAL OSWAL FINANCIAL SERVICES LTD
05.2022 - 08.2022
Preferred Relationship manager
HDFC BANK LTD
11.2021 - 07.2021
DEPUTY MANAGER
AXIS BANK LTD
07.2019
ASASSISTANT MANAGER
MOTILAL OSWAL FINANCIAL SERVICES LTD
09.2017 - 06.2019
Senior Relationship Manager
ICICI ASSET MANAGEMENT COMPANY
10.2016 - 09.2017
Business Development Manager
KIFS, Khandwala Integrated Financial Services, IDBI BANK, PUNJABI GROCERY
04.2016 - 10.2016
Associate Manager
DBS Bank
11.2004 - 06.2021
Front Desk Receptionist
Tim Hortons
Front Desk Clerk
Graduate Certificate - undefined
Conestoga College
Conestoga College
MBA - Finance
Gujarat University
Shri Jairambhai Institute of Technology Management and computer application (NICM)
V.R. Godhania Mahila - Commerce
Saurashtra University, Arts, and Homes Science college
10th Std - undefined
Gujarat Board
ST. Mary’s Sec. & High Sec School
12th Std - undefined
Gujarat Board
M.E.M Higher Sec School Porbandar
<ul><li>Certificate of IRDA for Insurance Certificate.</li><li>Certificate of Completion in Business Analysis Essential Tools and Techniques.</li><li>Certificate of Course completed in Learning Excel - Data Analysis.</li><li>Certificate of Completion in Accounting Foundations statement of cash flows.</li><li>Certificate of Best Business performance of the year in ICICI Prudential Mutual Funds.</li><li>Certificate of NISM Series VA Mutual Fund Distributors Certification Examination.</li><li>Certificate of Participation Co-ordination in the National Seminar on Changing Trends in Management Education.</li><li>Certificate of One day State Level Workshop on User Producer Interface- (Use of Statistics in Research)</li></ul> - undefined
<ul><li>Certificate of State level Sport Badminton Competition.</li><li>Certificate of State level Sport Tug of War Competition.</li><li>Certificate of State level Sport Coordinated in Chess</li></ul> - undefined
<ul><li>Certificate of State level Sport Kabaddi Competition.</li><li>Certificate of Communication Skills Development Programmed.</li><li>Certificate of Global Country Study Report on Bio-technology</li></ul> - undefined