Rucha Shah

Client Solutions Specialist @CIBC

CA

Dealing with day-to-day Personal Banking related queries.\\\\nProvide support for clients by helping them to manage their accounts and products\\\\nConnect and refer the clients to the right solutions to enable their financial solutions such as Deposit accounts, Overdraft, RRSP, TFSA,GIC, Mortgages and always help them with how they can save TAX.\\\\nLine of credit by doing a credit check and pulling up the credit score and calculate TDSR Ratio, credit risk ratio.\\\\nAdvise clients how to improve their credit history and give them better understanding of Credit.\\\\nEnsure clients are connected to the right people or department as needed\\\\nProactively suggest banking options that will help clients achieve their financial goals and diversify the wealth inorder to reduce the liquidity risk and they should generate more wealth.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

SIES College of Arts, Science & Commerce SION(W)

Master's degree, Banking and finance

K J Somaiya College of Science & Commerce Vidyanagar Vidyavihar Mumbai 400 077

Bachelor's degree, Financial Markets

University of Toronto

Canadian Risk Management (CRM)