AKSHAY HANS

• Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
• Lead the team of Financial advisors, Small business advisors and Universal bankers and generated close to Cad $40000000 new retail business for the branch.
• Gathered and reviewed customer feedback to improve operations.
• Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
• Boosted branch sales by developing and deepening customer loyalty through reviews and coaching.
• Identified and capitalized on community business opportunities with effective networking.
• Investigated fraud referrals and performed research to minimize risk and resolve inquiries.
• Completed quarterly assessments of financial and performance records and reports to promote operational improvements.
• Handling customer complaints and providing resolution.

• Winner of the ‘Best of the Best’ award (2020), and Toronto Region's 1st place Sr. Financial Advisor- Q2 2020
• Top performer- Q2,Q3-2018 Q2,Q3-2019 Q1,Q2,Q4-2020,Q1-202,Q4-2021 at Scotiabank.
• Effectively managed an assigned portfolio of highly affluent customers with a financial planning focus and fulfilling the borrowing needs. Identified opportunities and recommended strategies that best met the customers’ immediate and future financial needs.
• Exceeded sales targets, activity-based metrics, along with financial objectives related to teamwork, customer service, operational and compliance requirements, and personal development..
• Advise clients on account management, credit lending and investment strategies to improve their financial positions.
• Worked with clients to assess and meet short- and long-term financial goal.
• Promoted to Senior Financial Advisor due to outstanding performance within 9 months in the role, and finished fiscal 2018 among top Financial Advisors in Toronto Centre District.
• Achieved over $9 million in new investment sales and additional $15 million in borrowing in the Q1&Q2 of 2019 itself on an annual goal of $16 million. Overall ranking among Top Financial Advisor in North York district in Q2 of 2019 with over 250 % achievement.

♦ Responsible for sales and service of retail banking products, such as bank accounts, super premium credit cards, lines of credit, Mutual Funds, and Mashreq Gold accounts. Build personalized financial plans for clients to address their financial needs and achieve investment goals.
♦ Sold over $18 million in Personal Loans in 2016 & 2017; ranked 1st place among Personal Banking Officers in Dubai-UAE.
♦ Exceeded sales target for bank accounts and credit cards by 300%, with close to 100% rate on creditor insurance
♦ Ranked fifth place in sales of Mashreq Gold account among all Financial Advisors nationally, first place among Personal Banking Officers nationally
♦ Averaged $15 million a year in mortgage referrals..

♦Responsible to manage the HNW relationships for American Express.My job role included consultative selling to top industrialists (CXO level) in the country.
♦Created a portfolio of 200 accounts, which generated CAD 2.0 ML in revenue per year.
♦Scheduled an average of 4 appointments per day. Upsold add-on services to existing customers and generating incremental revenue.
♦Collaborated with other account managers to prepare and deliver performance updates and quarterly business reviews.Addressed customer questions and concerns regarding products, prices and availability.Consistently secured new accounts, resulting in a 25% increase in year over year from 2011 -2015.
♦Monitored market conditions, product innovations and competitor activity,and adjusted account sales approach to address latest market developments.Leveraged relationships with sales Support,Operations, marketing and customer support through internal training programs.
♦ Ranked 1st place sales in New Delhi in the year 2011,2014,2015.