Jubin Zaveri, CFA

Experience

• 

  Walmart

  Dec 2012 - Mar 2013

  Customer Service Specialist
• 

  Foot Locker

  Dec 2012 - Feb 2013

  Sales Associate
• 

  CIBC

  Mar 2013 - Dec 2015

  • Provide accurate information and advice while recognizing sales opportunities and proactively promoting, cross-selling, and/or up-selling appropriate products and services.• Identify and pre-qualify individuals to promote the sale of loans, mortgages, mortgage refinancing and secured and unsecured lines of credit.• Promote the sales of deposit accounts, investment, protection, credit and loan products.• Meet sales, customer service, and productivity targets by understanding client needs, offering first call resolution of issues, and selling products on client needs.• Offer a superior client experience on every call to meet and exceed clients’ expectations, build loyalty and grow business.• Complying with policies, practices and procedures, while resolving customer complaints, using sound judgment.Achievements:- • EXCEL Award winner for Outstanding Leadership• Rated no.1 IVR survey top individual by following client engagement model and continuously exceeding expectation.• EXTRA Mile Award winner by successfully booking 4 or more secured lending units in a month.• EXCEL Award winner in Customer Service Excellence by getting 6 top rated surveys.• EXCEL Award winner in Balanced Performance category by exceeding in all the areas of performance measurement.• Difference maker by making great client interactions. Show less •Encourage and demonstrate a positive attitude, team spirit, set high standards, coach, provide feedback to the newly hired Financial Services Representatives.•Oversee and motivate a shift of assigned personnel - lead, monitor and motivate all members to achieve or exceed targets. •Assist and mentor staff in responding to challenging customer service or support issues•Sharing in depth knowledge of the products and services within the department and acts as the primary referral point for Financial Services Rep.•Proactively assess obstacles and identifies efficiency and effectiveness opportunities to improve overall team performance Show less • Trusted telephone based front-line sales and service expert who is empowered to provide information and solutions to existing and potential CIBC clients.• Identify and pre-qualify individuals to promote the sale of loans, mortgages, mortgage refinancing and secured and unsecured lines of credit.• Understanding CIBC’s diverse range of products and services in order to offer clients a superior experience during every call so that you can meet and exceed their expectations, build loyalty and grow the business.• Motivated by success in reaching set targets and achieving desired results through actively promoting and selling products and services that matter to clients based on their individual financial needs and goals.• Proficient at resolving client problems at the first point of contact in a friendly and helpful manneract with personal and professional integrity by demonstrating values of ethical trust, collaborative teamwork, and high caliber performance accountability. Show less

  • Imperial Services - Financial Services Representative

    Dec 2014 - Dec 2015

  • Support Leader

    Sept 2014 - Nov 2014

  • Financial Services Representative

    Mar 2013 - Oct 2014
• 

  TD

  Apr 2016 - now

  • Associate, Overlay Services

    Jan 2023 - now

  • Analyst - Portfolio Overlay Services, TD Asset Management

    Jun 2020 - Dec 2022

  • Investment Representative, TD Direct Investing

    Jan 2018 - Jun 2020

  • Analyst - TD Insurance

    Apr 2016 - Jan 2018