Rajeshree Shinde
Mutual Fund Representative @TD
Signup · Get unlimited contacts
WORK HISTORY
Mutual Fund Representative @TD
EDUCATION
Alberta Insurance Council
LLQP, Life License Qualification Program
IFSE Institute
Investments and Securities
Institute Of Petrochemical Engineering (IOPE)
Diploma, Instrumentation Engineering
Maharshi Karve stree Shikshan Sanstha's Cummins College of Engineering for Women, Karve Nagar Pune 52
Bachelor of Engineering - BE, Instrumentation & Control Engineering
SKILLS
ABOUT RAJESHREE SHINDE
Experienced and client-focused Personal Banking Associate with over 6 years in retail banking, helping individuals and families achieve their financial goals through tailored advice and exceptional service. Proficient in core banking systems, CRM tools, and loan processing platforms, with a solid grasp of regulatory compliance, including AML and KYC standards.Certified in Mutual Funds and well-versed in a range of financial products—from everyday banking to investment solutions. I bring a unique edge with a prior 7-year background in engineering, offering strong analytical skills, attention to detail, and a methodical approach to solving problems.Passionate about building lasting client relationships and supporting financial well-being through trust, transparency, and personalized service.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.