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Q&A With Himani Patel

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Himani Patel
Fraud team manager , Td bank
Location: Princeton , NJ United States
Joined: Feb 25th, 2023
About   (request update)
Education   (request update)
- College Not Listed - class of 2012
Undergrad Major: Finance
- College Not Listed - class of 2014
Grad Major: Finance
Experience
I currently work with Td bank as Fraud team manager
I have years of experience working in the Banking industry.
Senior FSR | TD Bank
From March 2020 to Current • 6 year(s)
 Work with retail customers to build relationships by uncovering financial needs and recommending products and services. Handle entire banking operations and make referrals to FA and wealth services.
Relationship Manager | Axis Bank Ltd
From December 2014 to March 2019 • 5 year(s)
 Managed portfolio of 100+ clients, sourced 35 new clients in first year, and sold banking products including loans, mortgages, mutual funds and insurance. Created investment recommendations based on individual client needs.
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