AHMED RADI
Kitchener
Summary
Dynamic and results-oriented sales professional with a proven track record of exceeding monthly sales retention targets. Adept at building rapport with clients, understanding their needs, and delivering tailored financial solutions. Strong communication skills and a commitment to providing exceptional service that leads to repeat business and referrals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Investment Consultant
Manulife
06.2021 - 05.2024
- Conducted personalized consultations for group retirement plan members, focusing on fund options, investment fees, and long-term goals
- Assisted clients in achieving their financial goals through the development of tailored portfolios and risk management plans.
- Achieved monthly retention targets of $4.8 million, consistently hitting107% of the goal
- Developed strong client relationships through needs-based discussions to identify financial goals
- Managed an average of40 calls per day, honing skills in customer engagement and problem-solving
Client Service Representative
CIBC Banking Centre
01.2018 - 06.2021
- Provided exceptional customer service, assisting clients with financial products and enhancing their banking experience
- Promoted digital banking tools, increasing client engagement and satisfaction
- Implemented risk management procedures to ensure compliance and protection for clients and the bank
Inside Sales and Logistics Representative
Air Liquide Canada (Co-op)
04.2017 - 09.2017
- Processed sales orders on Oracle R12 and maintained inventory on Servitrax, consistently meeting sales targets and contributing to team performance
- Handled high pressure gas cylinders comprised of helium, hydrogen, nitrogen, oxygen and propane gases among others while following Air Liquides Safety protocol
- Developed strong communication skills through direct customer interactions, laying the groundwork for effective sales techniques
Machine Operator
PepsiCo
06.2014 - 03.2017
- Adapted to a flexible work schedule
- Conducted regular inspections to meet production standards
- Periodically managed heavy loads in a safe and controlled manner
- Monitored systems every10 minutes for performance
- Thrived in fast-paced environments, handling challenges effectively
- Made quick decisions and troubleshoot issues promptly
Education
Bachelors of Business Administration - International Business Management
Conestoga College
Kitchener, ON12.2020
Skills
- CRM, Microsoft Office, SAP Lumira, Customer Relationship Management
- Investment strategy
- Retirement planning
Certification
LLQP - Common Law
Languages
Arabic
Native or Bilingual
English
Native or Bilingual
Timeline
Investment Consultant
Manulife
06.2021 - 05.2024
Client Service Representative
CIBC Banking Centre
01.2018 - 06.2021
Inside Sales and Logistics Representative
Air Liquide Canada (Co-op)
04.2017 - 09.2017
Machine Operator
PepsiCo
06.2014 - 03.2017
LLQP - Common Law
Bachelors of Business Administration - International Business Management
Conestoga College
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