Ajay Sharma
Home Ease
Abbotsford,Canada
1
Certification
11
years of professional experience
Experienced with building and sustaining strong client relationships. Utilizes effective communication and problem-solving skills to address client needs and ensure satisfaction. Track record of managing diverse portfolios and achieving client loyalty through strategic relationship management.
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Work History
Relationship Manager
1 Year 1 Month- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Developed tailored solutions based on client needs to drive engagement and loyalty.
- Collaborated with cross-functional teams to streamline service delivery processes.
- Analyzed client feedback to identify trends and implement strategic improvements.
- Led initiatives to optimize account management practices, boosting operational efficiency.
- Mentored junior staff in best practices for client interaction and relationship building.
- Implemented CRM tools for effective tracking of client interactions and follow-ups.
- Managed over 55 calls per day from clients, assisted in 20% growth annually
Mobile Mortgage Specialist
1 Year 4 Months- Assisted clients in understanding mortgage products and options, enhancing customer engagement.
- Processed loan applications efficiently, ensuring compliance with regulatory guidelines and company policies.
- Collaborated with underwriters to facilitate timely approvals, improving overall processing time.
- Educated clients on mortgage processes, building trust and confidence in financial decisions.
- Developed relationships with real estate professionals to generate leads and support client referrals.
- Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
- Met and surpassed annual target goals within volume and credit protection by 10%
Branch Manager
2 Years 5 Months- Successfully Audited and Approved 25 million dollars in residential loans with no errors.
- Successfully Referred 35 million dollars to our commercial department
- Established production goals and motivated staff to reach and exceed such goals.
- Provided client support as needed and worked to resolve client matters.
- Performed periodic internal audits of banking procedures.
- Ensured confidentiality with all banking transactions.
- Achievements
- Assisting the branch to achieve and surpass all RRSP campaign goals.
- Currently the branch is number one within the company for Money In, Money Out, and Member satisfaction.
- Doubled branches lending portfolio.
Assistant Branch Manager
1 Year 3 Months- Supervise staff in operations such as account management, customer service, financial operations, and other bank functions.
- Lead staff of 8+ personnel by implementing training, engaging in proactive problem solving, and ensuring company compliance
- Monitored and ensured the branch was compliant and followed policy and procedure.
- Achievements
- Assisted the company to become the fastest growing credit union in BC.
- Assisted the branch to become the highest growing branch within the organization in both money in and money out.
Manager of Customer Experience
1 Year 5 Months- Effectively coached and developed lower performing branches to become higher performing locations including moving one branch from the bottom 10 percent to the top ten percent in a year.
- Successfully passed all audits during tenure as MCE including several highest divisional score recognitions.
- Held fully responsible for daily coaching of staff on how to meet customer's needs; facilitated the implementation of branch promotion and seminar.
- Partnered with Branch Manager to manage hiring, performance management and compensation for bankers/tellers.
- Surpassed Branch goals with both customer service and results
Financial Advisor
1 Year 1 Month- Act as a branch resource for all large/complex customer financial needs.
- Met with clients and established their financial needs with legendary service.
- Provided mentorship/support for PBA’s and front line.
- Achievements:
- Top 10 in Canada in Credit Protection Sales
- Top 10 in Fraser Valley for Money Out
- Successfully maintained above plan in customer service Through term
Financial Service Representative
1 Year 4 Months- Advised clients investment solutions to help them reach their financial objectives.
- Met with clients and established their financial needs, goals, and requirements.
- Conducted background research on applicant’s financial portfolios, including reviewing their credit documentation, to evaluate client’s ability to qualify.
Customer Service Representative
1 Year 4 Months- Performs customer transactions, providing quality service to create a positive customer experience.
- Utilized Up-sell and Cross- Sell techniques to advertise products necessary to better suit client’s needs.
- Provide advice according to the customer needs and identified referrals in the front line to contribute to the branch SR and volume goals on a quarterly basis.
Education
Bachelor of Science - Biology, Kinesiology
Skills
Bi-lingual within both Punjabi and English
Team Leadership
Organizational skills
Business development
Conveyed information verbally and in writing through preparation of formal reports and presentation.
Due Diligent
Analytical problem solver with a strong ability to quickly grasp complex concepts.
Obtained strong relationship building qualities within banking resulting increased sales through both increasing customer retention and bringing on new clients.
Customer relationship management
Schedule management
New business development
New business generation
Business relationship cultivation
Solution management
Languages
English
Punjabi
Hindi
Certification
- Investment Funds in Canada, CSI Education
- Completion: March 2017
- License to sell Mutual Funds
- St. John Ambulance
- Standard First Aid for industry 1(OFA level 1 equivalent)
- BCFSA Registered Mortgage Broker Course
- Pending Completion May 2024
Timeline
Relationship Manager
Home Ease
05.2025 - CurrentRead More
Mobile Mortgage Specialist
TD Bank
05.2024 - 09.2025Read More
Branch Manager
Community Savings Credit Union
12.2021 - 05.2024Read More
Assistant Branch Manager
Community Savings Credit Union
09.2020 - 12.2021Read More
Manager of Customer Experience
TD Canada Trust
03.2019 - 08.2020Read More
Financial Advisor
TD Canada Trust
02.2018 - 03.2019Read More
Financial Service Representative
TD Canada Trust
10.2016 - 02.2018Read More
Customer Service Representative
TD Canada Trust
06.2015 - 10.2016Read More
University of The Fraser Valley
Bachelor of Science from Biology, Kinesiology
Read More
Activities and Achievement
- Actively volunteering and teaching financial literacy at Abbotsford secondary
- Captain of a provincial winning rugby team
- Active within the community, Member of BC Young Leaders