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Harshil Dhameliya

Harshil Dhameliya

CAP-2 Associate

Followers of Harshil Dhameliya479 followers
location of Harshil DhameliyaGreater Halifax Metropolitan Area

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  • Timeline

  • About me

    Banking Advisor & Mutual Funds Representative

  • Education

    • Fanshawe College

      2021 - 2022
      Diploma of Education Marketing 3.66 GPA

      Activities and Societies: Selling, Marketing, Advertising, Social media campaign, Analytics Tools, Customer Service and Management. Learned and developed skills by getting knowledge from the excellent courses offered by the college. Enhanced vital information for tackling real life problems to get effective solutions.

    • L. P. SAVANI INSTITUTES PRIVATE LIMITED

      2018 - 2020
      High School Diploma Business/Commerce, General

  • Experience

    • Walmart

      Sept 2021 - Jan 2022
      CAP-2 Associate

      Preparing and resetting Receiving Area.Unloading and sorting general merchandise trailers.Completing live unloading of other types of merchandise.Maintaining cold chain for refrigerated and frozen receiving and stocking.Assisting in stocking the sales floor as assigned and providing customer service when necessary.

    • Quesada Burritos and Tacos

      Jan 2022 - May 2022
      Customer Service Representative

      Welcoming and greeting customers and take customers' orders.Suggesting food dish by questioning customer as per theirpreference of taste.Serve customers at counters or buffet tables.Working in fast paced environment with effectively coordinatingwith colleagues.Use manual and electrical appliances to clean, peel, slice andtrim foodstuffs.Keep records of the quantities of food used.

    • RBC

      May 2022 - Feb 2023

      -Assisting clients by various channels to do banking as, ATM, Online banking and various Mobile Apps.-Attentively listening to client's concern and finding best solution for client's issue as being first point of contact.-Focusing educating client digitally and leverage technology for banking.-Providing advice about different Financial and Banking Products as per client's needs and wants.-Achieving weekly goal settings and targets by performing among the best.-Maintaining client relationship and introducing to partners for future business opportunities.-Performing Due Diligence and taking appropriate steps for client's safety from Frauds.-Being a Mentee and Mentor, learning new things from colleagues and being better from yesterday. Show less

      • RBC Advisor

        Jan 2023 - Feb 2023

      • Client Advisor

        May 2022 - Dec 2022

    • Scotiabank

      Feb 2023 - May 2024
      Banking Advisor

      •As a Professional retail banker providing advise to individuals with financial solutions and committed to achieve their financial goals.•Primary goal is to expand bank's relationship in the community by achieving weekly and quarterly targets.•Ensuring that staying updated on the latest regulations, practices, and financial products for maintaining investment license by regulatory dealer association company.•Advising excellent advisory service to clients through various products like, personal bank accounts, Investment Accounts and Credit products.•Educating clients to ensure they understand how their money is being managed by proactively monitoring market behavior. Show less

  • Licenses & Certifications