ABDUL DAHAN
Edmonton,AB
Summary
Results-driven finance professional with 5 years of expertise, currently serving as an Investment Representative with a focus on trading. Proven track record in delivering outstanding service to corporate and retail clients. Known for precision, dependability, and a commitment to integrity. Adept at cultivating client relationships and driving sales. Eager to leverage comprehensive financial and leadership skills in a dynamic environment, contributing to the growth and success of a forward-thinking organization.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Remote Investment Representative
Aviso Wealth
06.2022 - Current
- Elevating client experience by consistently delivering a world-class service, resulting in a remarkable 100% NPS among corporate and retail across various communication channels
- Acclaiming for swift execution of ~$75mm in trading volume, showcasing exceptional accuracy, minimal errors, and unwavering adherence to IIROC guidelines for seamless transactions
- Playing a crucial role in client education by providing comprehensive guidance on the self-directed platform and addressing trading queries, contributing to informed decision-making
- Optimizing the utilization of Dataphile, Refinitiv, Microsoft Suite, FactSet, CRM, and legacy systems in daily operations, enhancing efficiency and productivity in a dynamic financial environment
- Reviewing and submitting New Client Applications with meticulous adherence to KYC and AML standards, ensuring a secure and compliant onboarding process.
Financing Specialist
Octane Motors LTD.
10.2023 - Current
- Negotiating and securing favorable auto loan terms for clients, consistently exceeding monthly targets and contributing to increased loan portfolio growth
- Providing exceptional customer service by addressing client inquiries, resolving issues, and fostering positive relationships to enhance overall satisfaction and loyalty
- Collaborating with the sales team to strategize and implement effective financing solutions, contributing to a streamlined and efficient loan origination process
- Demonstrating proficiency in risk assessment and underwriting, resulting in a low rate of loan defaults and optimal portfolio performance.
Retail Sales Associate
WEM Vuse
07.2023 - 01.2024
- Led nation-wide in average order value through skillful upselling techniques, providing tailored product recommendations to maximize customer spending and enhance overall experience
- Excelled in driving net sales, contributing significantly to the store's overall profitability success and establishing a reputation for consistently exceeding targets
- Maintained a proactive and customer-focused approach, ensuring a seamless onboarding process for new clients and fostering lasting relationships to enhance brand loyalty
- Demonstrated meticulous inventory management skills, implementing efficient tracking systems and ensuring optimal stock levels reducing stockouts and enhancing overall operational efficiency by ~15%.
Remote Personal Banking Associate
BMO
06.2021 - 06.2022
- Recognized as the "Most Improved for 1Q22" at the NACCC, demonstrating a commitment to excellence and continuous enhancement of skills
- Executed the implementation of a consultative sales approach, tailoring recommendations to align with client needs and goals, resulting in a 92% on-target revenue achievement
- Played a key role in mentoring and assisting team members, providing valuable support on daily operations and procedures, fostering a collaborative work environment
- Maintained an exceptional average monthly rating of +95% on NPS performance metrics, showcasing results delivery and consistency.
Remote Inside Sales Representative
Zoocasa
02.2021 - 06.2021
- Orchestrated seamless communication channels among stakeholders, leveraging CRM tools to provide invaluable support throughout the real estate transaction process
- Played a pivotal role in achieving the closure of 5 deals, totaling approximately $10 million in volume
- Attained an exceptional monthly performance record, achieving a 100% success rate against established metrics
- Streamlined the handling of a high volume of calls, ensuring consistent assignment rates and efficient communication processes.
Education
Diploma - Finance
Sheridan College
12.2020
Skills
- Client Relationship Management
- Time Management
- Staff Training & Mentoring
- Risk Assessment & Mitigation
- Investment Expertise
- Know Your Client & Anti-Money Laundering
- Generating Prospect Leads
- Ratio Calculations
- Microsoft Suite
- Negotiation and Closing
Certification
- Canadian Securities Course
- Derivatives Fundamentals & Options Licensing Course
- Conduct & Practices Handbook
Languages
English
Arabic
Hobbies And Interests
- Formula 1
- Capital Markets
- Traveling
Timeline
Financing Specialist
Octane Motors LTD.
10.2023 - Current
Retail Sales Associate
WEM Vuse
07.2023 - 01.2024
Remote Investment Representative
Aviso Wealth
06.2022 - Current
Remote Personal Banking Associate
BMO
06.2021 - 06.2022
Remote Inside Sales Representative
Zoocasa
02.2021 - 06.2021
Diploma - Finance
Sheridan College
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