Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Aby Abraham

Leduc

Summary

Organized , hardworking and highly energetic professional with 5 years of experience in mutual funds and sales field. Outgoing and supportive worker with skills in communication and time management, also willing to accept any work beyond the position to help to achieve organizational roles and duties.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Stower, Ship dock, Receive Dock, TDR trained and PIT operator licensed

Amazon Canada
06.2019 - Current
  • Stowing right products in right bins
  • Load and unload boxes from trailer and conveyors
  • Walk/stand for 10 hrs a day.
  • Processing, packaging and shipping orders accurately
  • Inspecting products for defects and damages.
  • Examining ingoing and outgoing shipments.
  • Organize warehouse space.
  • Abide by all company safety and hygiene regulations.
  • Keep the warehouse clean and organised daily.

Driver

Hope Mission
12.2023 - 05.2024
  • Operated shuttle bus, ensuring safe and timely transport for passengers.
  • Conducted pre-trip inspections, identifying maintenance needs and ensuring vehicle compliance with safety standards.
  • Assisted passengers with mobility challenges, providing exceptional customer service during transit.
  • Assisted passengers with boarding and disembarking, ensuring a smooth and safe experience for all riders.
  • Handled challenging situations calmly and professionally, resolving conflicts when necessary to maintain a peaceful atmosphere on the bus.
  • manage conflict with Homeless people

Assistant Manager

Axis Mutual Fund
05.2018 - 05.2019
  • Extremely knowledgeable about Mutual Fund products
  • Managed a team of 150 mutual fund advisors
  • Act as a point of contact for the frontline staff in handling customer problems.
  • Handled investment portfolios of high-profile customers
  • Taking a proactive approach in advising customers of high level financial solutions from a range of available investment and credit banking solutions.
  • Perform yearly review of advisors and reported to Regional Head of State
  • Achieved monthly and yearly targets for selling internal company products
  • Handled escalations of customer complaints, feedback, etc.
  • Conducted Mutual Fund Awareness Programs in Universities and public spaces via IAP (Investor’s Awareness Programs)
  • Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns, raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy.

Assistant Manager

Aditya Birla Capital
06.2016 - 10.2017
  • Promoted from Sales Associate to Assistant Manager within one year of joining Aditya Birla Capital
  • Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.
  • Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions.
  • Provided training sessions for Bankers and other employees of the company
  • Provided one-on-one services for customers, as necessary
  • Recruit new staffs and give trainings
  • Helping staffs to grow by giving mock interviews and helping them to prepare for interviews

Sales Associate

Aditya Birla Capital
09.2014 - 06.2016
  • Passed the Indian Mutual Fund exam (NISM) and received the NISM Certificate
  • Learned about the various mutual Fund equity and debt products available
  • By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships.
  • Attracted and retained clientele interested in investing
  • Act as a point of contact for the frontline staff in handling customer problems.
  • Adept at providing targeted investment mutual fund and tax advice to a diverse groups of investors
  • Supports achievement of annual branch goals and objectives through proactive promotion of FW products and services.
  • Trained and adequately prepared new Mutual Fund Advisors on their role
  • Met yearly targets that involved acquisition and conglomeration of various investment portfolios
  • Perform other duties as required by the branch leadership.
  • Strive to achieve and improve service level agreement and productivity targets.
  • Creating new business Sources

Education

Masters in Business Administration -

Bharathiar University
01.2014

Bachelor degree - Business Communication

M.G University
01.2012

Skills

  • Problem solving
  • Passion for financial planning and wealth management
  • Ability to adapt to new technologies and techniques
  • Excellent communication and interpersonal management and presentation skills
  • Recognized for the ability to develop new ideas for meeting the situation requirements
  • Customer Service, working towards customer delight
  • Team management and operational excellence
  • Proven competence in engaging with diverse skate holders, internal as well as external including leadership
  • Cash flow Planning , retirement planning and investment management
  • Data Analysis
  • Analytical thinking and risk assessment
  • Recruiting and training
  • Familiar with 3 languages
  • Having driving licence of Class 5 with air break

Certification

  • Successfully completed Mandatory Entry level training for class 1 drivers Licence(MELT)
  • Successfully completed Airbrake Endorsement.

Languages

English
Full Professional
Tamil
Professional Working
Malayalam
Native or Bilingual

Timeline

Driver

Hope Mission
12.2023 - 05.2024

Stower, Ship dock, Receive Dock, TDR trained and PIT operator licensed

Amazon Canada
06.2019 - Current

Assistant Manager

Axis Mutual Fund
05.2018 - 05.2019

Assistant Manager

Aditya Birla Capital
06.2016 - 10.2017

Sales Associate

Aditya Birla Capital
09.2014 - 06.2016

Bachelor degree - Business Communication

M.G University

Masters in Business Administration -

Bharathiar University
Aby Abraham