Anish Monga
Squamish,BC
Summary
Strategic banking professional specializing in small business markets, financial statement analysis, and risk management. Demonstrates expertise in business development and relationship management, effectively identifying growth opportunities across varied business structures. Skilled in competitor analysis and alternative financing solutions, leveraging a strong educational background to drive success.
Overview
4
4
years of professional experience
3
3
Certifications
Work History
Financial Advisor
Scotiabank
Squamish, British Columbia
11.2024 - Current
- Managed client portfolios to optimize investment returns and mitigate risks.
- Educated clients on market trends and financial planning concepts to enhance decision-making during consultations.
- Performed due diligence activities in order to identify suitable investment opportunities for clients.
- Provided guidance on credit reports and financial assessments for potential borrowers.
- Conducted periodic reviews of existing secured loan portfolios to identify potential risks or opportunities for improvement.
- Ensured compliance with lending policies and regulations.
- Maintained detailed records of loan transactions and communications.
- Devised innovative solutions for diverse types of organizations and supported business growth with focus on meeting business objectives.
- Educated clients on mortgage options and guided them through the loan process.
- Developed strong relationships with real estate agents to enhance referral opportunities.
- Reviewed existing policies, procedures and regulations related to mortgage lending industry.
Personal Banking Associate
TD Bank
Surrey, British Columbia
10.2022 - 09.2024
- Explained banking products and services, improving customer comprehension and engagement.
- Processed loan applications and gathered necessary documentation for approval.
- Attended professional development seminars to stay up-to-date on industry trends.
- Managed client onboarding for new business banking accounts and services.
- Assisted clients with inquiries regarding account features and services offered.
- Cultivated strong relationships with business clients to identify and address their financial needs.
- Developed relationships with referral sources to generate new business opportunities.
- Educated customers on investment options and retirement planning strategies, empowering them to make informed decisions.
Customer Experience Associate
TD Bank
Surrey, British Columbia
03.2022 - 10.2022
- Maintained cash drawer balance throughout shifts.
- Assisted customers with account inquiries and service requests.
- Collaborated with team members to improve service delivery.
- Educated customers on banking products and services.
- Handled customer complaints with professionalism and care.
- Ensured compliance with banking regulations and policies.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
Business Development Manager
Swenam Corporation
Vancouver, British Columbia
07.2022 - 09.2022
- Developed strategic partnerships to enhance market presence and drive revenue growth.
- Assisted clients in selecting appropriate financial products and services for their needs.
- Developed strong relationships with small business owners to understand their financial goals.
- Collaborated with team members to improve customer service processes and enhance client satisfaction.
- Resolved client inquiries and issues promptly to maintain positive banking experiences.
- Advised customers on bank products, services and financial planning options.
- Reviewed client's financial statements, tax returns, cash flow projections, and other information related to the loan application process.
Education
MBA - Finance
University Canada West
Vancouver09-2022
Bachelor in Commerce - Accounting And Finance
Apeejay College of Fine Arts
Jalandhar05-2020
Skills
- Investment analysis
- Risk assessment
- Regulatory compliance
- Customer relationship management
- Business development
- Financial planning
- Effective communication
- Negotiation skills
- Insurance planning
- Mutual funds understanding
- Banking
Languages
English
Native/ Bilingual
Hindi
Native/ Bilingual
Punjabi
Native/ Bilingual
Certification
Investment Funds in Canada (IFC) certified From CSC
Timeline
Financial Advisor
Scotiabank
11.2024 - Current
Personal Banking Associate
TD Bank
10.2022 - 09.2024
Business Development Manager
Swenam Corporation
07.2022 - 09.2022
Customer Experience Associate
TD Bank
03.2022 - 10.2022
MBA - Finance
University Canada West
Bachelor in Commerce - Accounting And Finance
Apeejay College of Fine Arts