Vivek Patel, IFIC

Vivek patel, ific

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location of Vivek Patel, IFICToronto, Ontario, Canada
Phone number of Vivek Patel, IFIC+91 xxxx xxxxx
Followers of Vivek Patel, IFIC132 followers
  • Timeline

    Nov 2014 - Jan 2016

    Senior Engineer

    Adani Ports and SEZ
    Feb 2016 - Apr 2019

    Insurance Advisor

    Aditya Birla Sun Life Insurance
    May 2019 - Apr 2022

    Financial Advisor (Relationship Manager)

    HDFC Bank
    Current Company
    Sept 2022 - now

    Assistant Manager

    Subway
  • About me

    Marketing and Sales Manager

  • Education

    • Niagara college - toronto

      2022 - 2022
      Postgraduate degree international business 8.57

      1)Global business research and analytical skills.2)Global marketing planning.3)Global supply chain management practices.4)International finance and banking applications.5)Functional areas of domestic and international human resources practices.

    • Ibs mumbai

      2017 - 2019
      Master of business administration - mba marketing and finance 8.31

      1)Managerial Methods2)Business Analysis3)Evaluating Managerial Policies & Programs4)Assessing & Improving Systems5)Quality Audits & Standards

    • Gujarat technological university (gtu)

      2010 - 2014
      Bachelor of engineering - be mechanical engineering 7.9

      Activities and Societies: Robotics, Auto-CAD, Green Fuel, Cryogenic 1)Dynamics and vibration2)Fluid mechanics3)Thermodynamics

  • Experience

    • Adani ports and sez

      Nov 2014 - Jan 2016
      Senior engineer

      1)Analysing problems and coming up with designs to solve them.2)Networking and collaborating with other engineers and professionals.3)Attending meetings and providing input and updates.4)Making recommendations on the efficiencies and safety of systems.5)Developing and testing machines for compatibility with established regulations.

    • Aditya birla sun life insurance

      Feb 2016 - Apr 2019
      Insurance advisor

      1) To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance.2)To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship.3)Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.4)Communicate any process change or change in any rules and regulations by the help of different training module.5)Ensure that actual sales and service aspects including sales calls, issuance and complaint handlingare carried out without any blocks. Show less

    • Hdfc bank

      May 2019 - Apr 2022
      Financial advisor (relationship manager)

      1) HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile.2) All customer queries and complaints are being resolved within TAT.3)Increase in Wallet Share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached.4)Product Penetration & Contribution towards Focused Product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Show less

    • Subway

      Sept 2022 - now
      Assistant manager

      • Performs all tasks and responsibilities of a Sandwich Artist as outlined in Sandwich Artist job description.• Trains newer or less experienced Sandwich Artists in their tasks and responsibilities.• Inspects equipment and storage facilities throughout a shift to ensure that equipment is in proper working order.• Schedules and supervises staff as needed.• Performs paperwork duties as needed.

  • Licenses & Certifications

    • Associate of mutual fund distributors certification

      National institute of securities markets (nism)
      Dec 2021
    • Insurance consultant

      Insurance regulatory and development authority of india
      Dec 2021
    • Investment funds in canada

      Canadian securities institute
      Nov 2023
      View certificate certificate