Summary
Overview
Work History
Education
Skills
Certification
Generic

ABHISHEK HARIDAS MENON

London,Canada

Summary

Detail-oriented and proactive professional with solid experience in corporate credit documentation, client engagement and regulatory compliance. Possesses a strong understanding of Canadian capital markets, investment strategies and financial planning services. Demonstrates remarkable problem-solving, communication and decision-making skills with the ability to support financial advisory functions. Took a well-earned career break to focus on family, personal development and cultural exploration before relocating to Canada.

Overview

7
7
years of professional experience
1
1

Certification and license

Work History

Sales Advisor (Part-Time)

Advantage Solutions
07.2023 - Current

Currently working as a Sales Advisor, assisting the sales for Costco in the following role:

  • Enhanced customer satisfaction by 70%, by proactively engaging with customers, explaining product details and creating brand awareness using the SITGA approach (Smile, Invite, Talk, Give a sample, Ask for sales).
  • Improved workplace efficiency by coordinating with team members to close, clean, and sanitize the workplace, ensuring adherence to health and safety policies.
  • Delivered excellent and timely customer service, contributing to a positive shopping experience and increased sales by 80%.
  • Exceeded sales targets consistently through effective product demonstrations and persuasive communication skills.

Officer – Credit Administration Department

RBL Bank Limited
12.2018 - 03.2022
  • Prepared sanction letters and related loan documentation, ensuring compliance with terms of approval for sole/multiple/consortium banking clients, enhancing operational efficiency.
  • Ensured perfection of securities by scrutinizing executed documentation in terms of stamping, signatures, execution, etc., along with safekeeping documents in relevant lockers.
  • Maintained strict adherence to industry regulations, such as statutory filings with Registrar of Companies (ROC), including CHG-1, CHG-4, and CERSAI (Central Registry of Securitization Asset Reconstruction.
  • Monitored deferrals and tracked covenants and insurances in the C-Cube system, maintaining up-to-date records.
  • Liaised with internal risk teams to resolve documentation deficiencies, reducing discrepancies by 90%.

Back Office Executive - Credit Administration Department

Veeraraghavan & Co.
06.2017 - 11.2018

Worked as an outsourced staff in the Credit Administration Department at Yes Bank (Employed by Veeraraghavan & Co.) for the following roles:

  • Prepared Sanction Letters and related loan documentation, ensuring compliance with terms of approval for sole/multiple/consortium banking clients.
  • Ensured perfection of securities by scrutinizing executed documentation, achieving an 80% reduction in deficiencies.
  • Maintained proper organization by securely storing documents in designated lockers.
  • Updated Disbursement Notice(s) data in Cordy’s system and tracked covenants and insurances in the C-Cube system, maintaining up-to-date records.
  • Ordered office supplies and maintained supplier contacts in database.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Education

Post Graduate Certification - Supply Chain Management – Logistics

Fanshawe College
London, ON
09.2024

Post Graduate Certification - Financial Planning Services

Conestoga College
Kitchener, ON
09.2023

Masters of Commerce - Banking & Finance

University of Mumbai
05.2017

Bachelors of Commerce - undefined

University of Mumbai
06.2015

Skills

  • Customer relationship management
  • Sales demonstration
  • Customer confidence
  • Problem resolution
  • Ethics and integrity
  • Strong communication and interpersonal skills
  • Understand customer needs
  • Regulatory and compliance knowledge
  • Proficiency in using MS Office (Word, Excel and Outlook)
  • Multi-tasking
  • Administration
  • Organizational
  • Effective planning
  • Time management

Certification

Investment Funds in Canada (IFC) – Completed on May 1, 2025

ABHISHEK HARIDAS MENON