Farzad Patel
About Farzad Patel
Farzad Patel is a Financial Service Representative II at CIBC, specializing in investment advisory services for Non-Resident Indians and trusts. He has extensive experience in financial services, having worked at Kotak Mahindra Bank in various roles for over a decade.
Current Position at CIBC
Farzad Patel is employed at CIBC as a Financial Service Representative II since 2021. In this role, he leverages his expertise to provide comprehensive financial services to clients. His responsibilities include offering tailored financial advice, managing client portfolios, and ensuring high satisfaction levels by addressing client inquiries and needs effectively.
Tenure at Kotak Mahindra Bank
Farzad Patel gained significant experience at Kotak Mahindra Bank, holding various positions over an extended period in Ahmedabad, India. He started as a Sales Associate in 2009 and progressed to Relationship Officer, Branch Relationship Manager, and finally, Branch Manager till 2020. Throughout his tenure, he managed diverse responsibilities and honed skills in client relationship management and team leadership.
Educational Background
Farzad Patel holds a Bachelor of Commerce degree from Gujarat University, earned between 2007 and 2010. He also attended New L. J. Commerce College, specializing in Accounting and Finance. Additionally, he completed his higher secondary education at St Xavier's Loyola Hall, focusing on the same field.
Certification and Specialization
Farzad Patel is certified by the Investment Funds Institute of Canada (IFIC), highlighting his credentials in financial advisory. He specializes in providing investment advisory services specifically catered to Non-Resident Indians (NRIs) and trusts, showcasing a niche expertise in catering to unique client needs.
Skills and Professional Achievements
Farzad Patel has a proven track record in leading teams to achieve operational success and developing business excellence procedures. He is skilled in training and development, significantly enhancing team performance. His experience includes organizing promotional programs and participating in events to boost brand visibility.