Anil Pai
Calgary,Canada
Summary
Accomplished financial professional with over 15 years work history and success in wealth management and financial planning. Leveraging analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigating multiple demands to provide high level of service in fast-paced, deadline-oriented environment. Expert in planning, analysis and educating clients. Having managed approximately $57 million in sets, while building strong relationships with clients and helping them drive profitable growth. Meticulous in strategic planning and consulting. Lastly, excellent in building rapport and relationships with members throughout their financial journey.
Overview
11
11
years of professional experience
Work History
Financial Advisor
TD Bank
Calgary, AB
03.2022 - Current
- Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions.
- Asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
- 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.
- Act as a point of contact for the frontline staff in handling customer problems.
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.
- Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization.
- Strive to achieve and improve service level agreements and productivity targets.
- Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions.
- Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently.
Premium Banker
HSBC Bank
Etobicoke, ON
02.2020 - 12.2021
- Presented new and additional products and services to existing customers.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Associate Vice President
Entrust Family Office Private LTD.
Bangalore , India
12.2015 - 10.2019
- Managed a personal book of business of $57 million acrossnumber of accounts.
- Managed employees to maximize productivity while training staff on best practices and protocols.
- Identified opportunities to improve business process flows and overall departmental productivity.
- Established performance goals for department and provided methods for reaching milestones.
- Attended trade shows and client meetings, promoting company brand and building rapport with prospects and partners.
- Identified and solved issues with production, workforce and material sourcing to drive business objectives.
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Resolved issues and recommended actions based on production and compliance reports.
- Trained new employees on proper protocols and customer service standards.
Service Manager, Private Wealth
Deutsche Bank
Bangalore , India
04.2013 - 12.2015
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Assisted in Managing book of business worth $200 million in mutual funds/equities across a number of accounts.
- Oversaw new business development and customer servicing.
- Liaised between account holders and various departments.
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
- Contributed to annual revenue goals by selling new services and developing new accounts.
- Listened attentively to client feedback and worked with product development team to introduce new services.
- Analyzed account details such as usage, sales data and client comments to enhance understanding of effectiveness and client needs.
- Introduced new processes to improve account and market tracking for better data analysis.
Assistant Relationship Manager, Private Wealth
Anand Rathi Financial Services PVT LTD
Bangalore, India
05.2011 - 03.2013
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- First point of contact for resolving clients banking, investment and lending needs.
- Assisted managers with portfolio documentation.
- Negotiating currency rates in foreign conversion.
- Processing A1 and A2 remittances.
- Help prevent fraudulent activities.
Education
MBA - Business Administration
Liverpool John Moores University
Liverpool, UK09.2010
Bachelor of Hospitality Management - Hotel, Resort And Restaurant Management
Welcomgroup Graduate School
Manipal, India03.2008
Skills
- Financial Analysis
- Analytical Thinking
- Account Performance Reviews
- Financial Plan Development
- Microsoft Office
- Risk Assessment
- Client Engagement
- Client Interviews
Timeline
Financial Advisor
TD Bank
03.2022 - Current
Premium Banker
HSBC Bank
02.2020 - 12.2021
Associate Vice President
Entrust Family Office Private LTD.
12.2015 - 10.2019
Service Manager, Private Wealth
Deutsche Bank
04.2013 - 12.2015
Assistant Relationship Manager, Private Wealth
Anand Rathi Financial Services PVT LTD
05.2011 - 03.2013
MBA - Business Administration
Liverpool John Moores University
Bachelor of Hospitality Management - Hotel, Resort And Restaurant Management
Welcomgroup Graduate School
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