Greater Toronto Area, Canada
Celebrating 20 years in successfully serving clients financial needs in Banking Industry in Canada, USA & India. I have a passion to connect well with Young Entrepreneurs, Women in business and Visible minority communities to help them achieve their Financial Dreams. 1) Excellent Client Experience & Expert Advice: • Expert advice on complex and customized solutions for Commercial & Personal clients to help them achieve their financial goals. I am have domain knowledge in Healthcare, Professional Services and Franchise businesses 2) Commercial Banking & Personal Banking – Expert in Business Development & Relationship Management: • Diverse experience providing Commercial Lending, Deposit & Cash Management solutions to Business Owners from multiple industries including Healthcare, Professional Services, Franchise, Real Estate and Technology. 3) External Partner Network, Community Volunteer & Relationship Building: • Strong external Partner Network of Registered Professionals, Associations and Community Leaders. • Community Volunteer providing Mentorship to Young Professionals in Canada. 4) People Leadership & People Development: • Direct and In-direct Supervision, Coaching & Training provided for up to 15 team members in Canada. 5) Digital Banking, Technology & Computer Skills: • Expert Advisory on Digital Banking & Cash Management solutions to Business Clients. • Expert at Microsoft Office, Microsoft Dynamics 365, Microsoft Teams & Apple iOS. • Strong in E-Commerce, HTML, Frontpage, Javascript, Active Server Pages (ASP), Photoshop, SQL. 6) Language: • Proficient in English, Hindi, Gujarati and Marathi, practicing Cultural Diversity & Inclusion. 7) Financial Advice to Business Owners from Diversified Industry covering Ontario: - Complex Business Loans to Setup new Business or Buy existing Business. Term Loans for Equipment, Renovation or Share Purchase. - Working Capital for managing Account Receivables & Payables. Cash Flow Gap Analysis. - Innovative Digital Treasury & Payments Solution for Daily Banking and Improving Cash Flow. - High Interest on Business Deposits. - Technology Upgrade Advice and Financing. - Access to Private Banking, Wealth Management & Succession Planning Team. - Cross Border US Banking for Canadian Subsidiaries. International Trade Finance and Letter of Credit. - Canada Small Business Financing Program. - I partner with a Qualified Team of Accountants, Lawyers, Business Plan Experts, Contractors, Technology Experts, Realtors, Developers, Franchise Owners, Industry Mentors, Wealth Managers + more.
Strategic Advisor to Commercial Businesses with revenue from $1 million to $50 million. Business Term Loans, Digital Cash Management and introduce High Networth Business Owners to my internal & external Licensed Professionals. Focused on Manufacturing, Healthcare Professionals (Doctors, Dentists, Veterinary & allied) & Professional Services (CPA, Lawyers & Engineers).
=> Business Acquisition, Client Retention & Relationship Management role providing Financing Advice to Business Owners from all Industries to buy new / existing business, purchase Commercial Property, Equipment and Leasehold Improvement. Partner with Internal and External Partners to fulfill my client’s financial dreams. Financial Advice to Business Owners from any Industry covering Ontario: - Commercial Real Estate Mortgages & Business Term Loans any amount. - Working Capital for managing Account Receivables & Payables. - Innovative Digital Treasury & Payments Solution for Daily Banking, Improving Cash Flow, Corporate Security & Environment sustainability. - High Interest on Business Deposits. - Access to Private Banking, Wealth Management & Succession Planning Team. - Cross Border US Banking for Canadian Subsidiaries. - Business Loans for Asset or Share Purchase including Complex Organizational Structures. - International Trade Finance and Letter of Credit. - I partner with a Qualified Team of Accountants, Lawyers, Business Plan Experts, Contractors, Technology Experts, Realtors, Developers, Franchise Owners, Industry Mentors, CIBC Wealth Managers and many more.
=> Business Acquisition role providing Financing Advice to Business Owners from all Industries to buy new / existing business, purchase Commercial Property, Equipment and Leasehold Improvement. Partner with Internal and External Partners to fulfill my client’s financial dreams. Financial Advice to Business Owners from any Industry covering Ontario: - Working Capital for managing Account Receivables & Payables. - Innovative Digital Treasury & Payments Solution for Daily Banking, Improving Cash Flow, Corporate Security & Environment sustainability. - High Interest on Business Deposits. - Access to Private Banking, Wealth Management, & Succession Planning Team. - Cross Border US Banking for Canadian Subsidiaries. - Business Loans for Asset or Share Purchase including Complex Organizational Structures. - International Trade Finance and Letter of Credit. - I partner with a Qualified Team of Accountants, Lawyers, Business Plan Experts, Contractors, Technology Experts, Realtors, Developers, Franchise Owners, Industry Mentors, BMO Wealth Managers and many more.
=> Healthcare Specialists role in providing Commercial & Personal Financing Advice to Doctors, Dentists and Vets for buying new / existing practise, purchase Commercial Property, Equipment and Leasehold Improvement. Partner with Internal and External Partners to fulfill my client’s financial dreams.
I am a specialist in providing Advice, Money and Support to Medical Doctors, Dentists and Vets for Buying New / Existing Practise, Buy Commercial Property, Equipment, Renovation Financing and Partner with Rbc One Team to fulfill my client's Business and Personal Financial Dreams.
=> Successful in managing a team of 10. => 8 years of experience in successfully offering Mutual Funds and => 3 years of experience as a Branch Compliance Officer (BCO).
=> Managing full Personal Banking contact center process for Sovereign Bank USA. => Achieved promotions from CSR to Leadership to Customer Service Specialist within 3 years.