Pritesh Patel
Financial Services Representative @CIBC
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WORK HISTORY
Financial Services Representative @CIBC
Scarborough, ON, CA
Provide personalized banking advice to retail and small‑business clients, recommending solutions for everyday banking, lending, and basic investments.• Build and maintain strong client relationships through proactive outreach, regular financial conversations, and effective follow‑up• Achieve individual and branch goals for sales, referrals, and client experience while adhering to all regulatory and compliance requirements.
EDUCATION
Academy of Applied Pharmaceutical Sciences
Quality control courses
M & M Mehta School of Science
12th Grade Science Stream
Gujarat skills of Computer
Computer introduction
Canadian imperial bank of commerce
Intensive training for Banking, Lending, Investments, Mutual Funds,wealth management,
Investment funds in Canada
Mutual fund Lic
Academy of applied science, Toronto
Pharmaceuticals certificate courses
Gujarat University
Bachelor of Science B.Sc
British council of Canada
International English Language as a Second language
SKILLS
ABOUT PRITESH PATEL
Professional banker•Meets the needs of clients by exceeding to achieve their goal/dream •Financial Lifestyle
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