Advisor, BMO AdviceDirect & SmartFolio

• Oct 2021 - Present

Scotia iTRADE Client Service Specialist

• Nov 2020 - Oct 2021

• Follow KYC procedures to open new registered and non-registered investment accounts like RRSPs, TFSAs and Margin accounts for clients followed by all the other account opening procedures like providing access to online brokerage services and sending clients the required documentation for acknowledgement • Promote business development by proposing and cross-selling products and services offered by iTRADE to better meet clients’ investment account needs • Address client inquiries & process requests in an effective and efficient manner (e.g. registered contributions & withdrawals, internal & external account transfers, cash movement & online trading platform education) • Use platforms like ADP Broadridge, Thomson ONE, Pega, HOD, FlightDesk to maintain and provide accurate and timely market statistics for stocks trading primarily on TSX, NYSE and NASDAQ • Acquire and maintain a detailed knowledge of internal procedures and related IIROC legislative policies along with working as a liaison between clients and other banking departments for the overall growth of Scotiabank

Insurance Sales Advisor

• Jan 2019 - Oct 2020

• Managed Incoming calls and proactively took business development initiatives by engaging clients in conversations, uncovering their needs and gather information through active listening; and then recommend clients with suitable tailored solutions.• Created sales opportunities through client referrals, online marketing campaigns, cross-selling existing customers and by leveraging personal network.• Responded to client’s inquiries (via emails & telephone) related to their accounts and completed the requests efficiently while managing to keep records of the interactions & changes in the Salesforce system.• Delivered excellent customer-service experience by providing specialized knowledge regarding financial products, processing transactions such as billing and endorsements, as well as assisted clients in opening new accounts or manage their existing accounts.• Improved the customer satisfaction score average (NPS Score) from 65 to above 80.• Consistently met the monthly sales targets for the duration of employment.• Adhered to brokerage and firm’s standards, policies, and business practices to ensure that the appropriate regulatory and compliance requirements are being met as they relate to both new and existing accounts.

Account Manager

• May 2018 - Jan 2019

• Serviced and retained a portfolio of 400 clients by building rapport and forming meaningful relationships with the customers.• Grew the portfolio by generating sales through customers’ referrals, personal network and generating cross-selling and up-selling opportunities by integrating them into customer conversations.• Prepared customer transactions and reports using MS Office Suite (Word & Excel) to keep track of changing trends in the industry.• Confer with customers by telephone and in person to provide information about products or services, take or enter transactions/orders, cancel accounts or obtain details of complaints.• Used specialized knowledge in multiple functional areas such as policy account renewals, claims situations, account endorsements, dealing with escalations etc. to carry out duties in a timely, efficient, and accurate manner.

Service Administrator

• Apr 2016 - Apr 2018

• Provided support to the Account Managers in maintaining customer accounts in accordance with the established firm strategy which included utilizing the underwriting models, focusing on client segmentation and client’s risk. • Maintained current knowledge of mutual funds & financial industry’s practices and trends to deliver quality customer service. • Resolved customers’ complaints & concerns regarding their account such as billing inquiries, claims inquiries, etc. • Created MS Excel spreadsheets and reports of different Mutual Funds to compare them based on different criteria. • Kept records of customer interactions & transactions, recording details of inquiries, complaints, or comments, as well as the actions taken.

Security Supervisor

• May 2016 - Apr 2017

• Provided superb client experience while assisting building’s residents with their inquiries.• Managed incoming contractors in the building and logged them into the system and keeping records of it• Prepared key log out reports using MS Excel suite.• Functioned as the concierge to the building and established good relationships with the residents

Security Guard

• Sep 2015 - Apr 2016