Urvi Shah
Repayment Counsellor at Finastra
Based in Brampton, Canada
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Seniority
Staff
Department
Customer/Client Service
Location
Brampton
Industry
Financial Services
Company size
13K
Contact information
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u•••••••@finastra.com
Phone
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Background
About Urvi Shah
Over a decade of experience in retail banking with a strong focus on client satisfaction and relationship building- Holder of the Canadian Securities Course (CSC) designation, with a deep understanding of investment products and wealth management- Currently pursuing the Certified Financial Planner (CFP) certification to advance my career and expand my expertise in financial planning- Multilingual: Fluent in English, Gujarati, Hindi, and Marathi, with basic proficiency in French, enabling effective communication with diverse clients- Passionate about leveraging my experience and certifications to help clients achieve their financial goals through tailored solutions and exceptional service.
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