Smriti Kumari Email & Phone Number | o Ensuring the highest levels of service to the High Net Worth customers and providing financial planning & Investment advice. o Maintaining excellent relations with key clients / business groups to generate referrals as well as build avenues for additional business. o Providing Client Advisory service and simultaneously selling third party products as Mutual fund, Insurance, Personal Loan, Mortgage, auto loan & business loan. o Screening the market for potential business opportunities and Undertaking industry & company specific research analysis. o Prepare presentations for performance review and target planning. o Maintain and update sales database, generate periodical reports, forecasts. o Adherence to formal complaints procedure and first point of contact for customers for stage zero and stage one complaints. o Operations related to Retail Branch Banking and Liabilities.

Smriti Kumari

o Ensuring the highest levels of service to the High Net Worth customers and providing financial pla...
Toronto, Toronto, Canada

*50 free lookup(s) per month.

Smriti Kumari’s Email smriti.kumari@cibc.com

Smriti Kumari’s Phone Numbers

Get SMRITI’s Phone Number (For Free)

Social Media

Smriti Kumari’s Location Toronto, Toronto, Canada

Smriti Kumari’s Current Industry Cibc

Smriti Kumari’s Prior Industry Hdfc Bank | Standard Chartered Bank | Kolkata

Find accurate emails & phone numbers for over 700M professionals.

Fraud Analyst

2018-09-01 00:00:00 - Present

Relationship Manager

2012-09-01 00:00:00 - 2021-12-01 00:00:00

Preferred Relationship Manager

2008-05-01 00:00:00 - 2012-05-01 00:00:00

Citi Financial(Sca Services Pvt Ltd)

2005-08-01 00:00:00 - 2008-04-01 00:00:00

No Skills Available

No Languages Available

Smriti Kumari is a o Ensuring the highest levels of service to the High Net Worth customers and providing financial planning & Investment advice. o Maintaining excellent relations with key clients / business groups to generate referrals as well as build avenues for additional business. o Providing Client Advisory service and simultaneously selling third party products as Mutual fund, Insurance, Personal Loan, Mortgage, auto loan & business loan. o Screening the market for potential business opportunities and Undertaking industry & company specific research analysis. o Prepare presentations for performance review and target planning. o Maintain and update sales database, generate periodical reports, forecasts. o Adherence to formal complaints procedure and first point of contact for customers for stage zero and stage one complaints. o Operations related to Retail Branch Banking and Liabilities.