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Dhruv Khamar

Dhruv Khamar

Sales Executive

Followers of Dhruv Khamar2000 followers
location of Dhruv KhamarCanada

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  • Timeline

  • About me

    Personal Banker at BMO

  • Education

    • Ahmedabad University

      2017 - 2020
      Bachelor's degree Finance and Financial Management Services

    • Humber College

      2021 - 2022
      Financial Planning and Services

  • Experience

    • Troth Insurance Broking & Consultants Pvt. Ltd.

      Jul 2020 - Aug 2021
      Sales Executive

    • BMO

      Jun 2022 - now

      Engaging with customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions) Delivering exceptional service to BMO customers and prospects. Identifying customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.

      • Personal Banker

        Jan 2024 - now

      • Personal Banking Associate

        Feb 2023 - Jan 2024

      • Customer Service Representative

        Jun 2022 - Feb 2023

  • Licenses & Certifications

    • Investment Funds in Canada (IFIC)

      Canadian Securities Institute
      Nov 2022