Brijesh Patel

Client Advisor @RBC

CA

Routinely spend time on the floor if there are no clients in line-up- Establish rapport and identify client’s reason for coming into the branch and maintain eye contact throughout client interaction- Use the client’s name to personalize the client interaction and make them feel valued- At the counter, keep clients advised of the steps needed to complete their transaction, why and how long it will take to complete. Provide an explanation if you need to leave or engage another person to complete the transaction- Continue with meaningful conversation listening for opportunities- At the end of the transaction, thank the client for their business and for coming in today.

Pondicherry University

Behelor of Business Administration

GIHM

Associate's degree

Canadian Securities Institute

Investment Fund in canada.

Centennial College

Bachelor's degree