Abhishake Sharma
Delta,Canada
Summary
A hardworking and passionate job seeker with strong organizational skills and Exceptional knowledge in wealth management, estate planning, and investment. A highly motivated Financial Advisor educates clients on investment strategies, retirement planning, and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Mortgage Specialist
Bank of Montreal
09.2021 - Current
- Provides quality service by enforcing quality and customer service standards
- Received the Conference of Stars Award in 2022 and 2023 for doing the maximum number of deals in the team
- Promote and cross-sell other company products and services appropriate to member's needs.
- Worked with Branches in the assigned market area to build relationships.
Manager
Park INN Suites by Radisson
11.2018 - 08.2021
- Ensuring employees are offering exceptional customer service
- Utilizes various computer systems to check guests in and out, run daily reports, and select and block rooms for arriving guests
- I Encourage and build mutual trust, respect, and cooperation among team members.
- Serves as a role model to demonstrate appropriate behaviors.
Team Supervisor
BLS Passport and Visa Processing Center
08.2018 - 12.2019
- Execute Plans to fulfill the company's requirements and individual's goals.
- Maintain the track record of all Passports Services and Visa Applications.
- Motivates team as a team leader to increase productivity and provide constructive feedback
- Provide activity log to head office in Ontario via company report application.
- Organizing workflow and ensuring that employees understand their duties or delegated tasks.
Operational Supervisor
Futura Services Ltd
09.2016 - 02.2018
- Maintain staff by recruiting, orienting, and training employees.
- Provides quality service by enforcing quality and customer service standards.
- Completes operations by developing schedules and assigning and monitoring work.
- Implement productivity standards and new procedures; resolve operations problems.
- Keep staff records in the computer for future reference and help other colleagues keep their computer database safe and secure.
Education
Master of Administrative Science -
Fairleigh Dickinson University
Skills
- Client Relations
- Pipeline Management
- Investment Planning
- Asset Allocation
- Financial Planning
- Debt Management
- Risk Assessment
- Financial Advising
- Cash Flow Analysis
Certification
- Certification of Mortgage Broker by UBC, 2020
- Certification in Retail Management, 2019
- Certified in Computer security and Forensics, 2016
Accomplishments
Best Employee of the Year (2019-20 and 2022-23)
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Mortgage Specialist
Bank of Montreal
09.2021 - Current
Manager
Park INN Suites by Radisson
11.2018 - 08.2021
Team Supervisor
BLS Passport and Visa Processing Center
08.2018 - 12.2019
Operational Supervisor
Futura Services Ltd
09.2016 - 02.2018
Master of Administrative Science -
Fairleigh Dickinson University