Tejas Ranpara
Financial Services Representative @CIBC
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WORK HISTORY
Financial Services Representative @CIBC
Ottawa, ON, CA
Deliver personalized financial advice and banking solutions by conducting financialreviews and understanding clients’ goals. Build and nurture strong client relationships through proactive engagement and ongoingportfolio reviews. Provide expert guidance on banking, credit, lending, and investment solutions, includingmutual funds, loans, and credit cards. Consistently meet and exceed sales goals through a customer-centric and trust-basedapproach.
EDUCATION
University of Mumbai
Master's degree, Accounting
K.E.S shroff college
Bachelor's degree, Banking and Insurance
Algonquin College International Education Centre
Postgraduate Degree, Financial Services - Canadian Context
ABOUT TEJAS RANPARA
Hey! I am Tejas Ranpara. Want to seek an career opportunity in Financial Services Vertical. I have Worked as an Equity Advisor/Financial Advisor for 4 years and had helped Clients to create future planning of the finances by understanding their financial needs.Have experience of dealing in various Financial instruments like Stocks, Futures & options, Currency Derivatives, NCD, Mutual funds.
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