Anu Sharma
EDMONTON,Alberta
Summary
Strategic Business Advisor with Scotiabank years of experience in researching and assessing business performance and developing solutions for optimization. Well-versed in identifying and deconstructing business strengths, weaknesses, opportunities and threats. Superior performance in financial analysis and evaluation of industry trends and competitor strategy. Proven Ability to Manage and complete multiple projects simultaneously while maintaining a high level of accuracy. Driven to learn new things and take on challenges.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Small Business Advisor
Scotiabank
12.2022 - Current
- Crafted business plans that identified long term company goals and also detailed smaller goals to keep organization on track
- Provided leadership coaching to small business owners, enabling each to find daily motivation, solve problems and make effective decisions
- Monitored operational activities to ascertain effectiveness of results and which areas could use better oversight
- Met with small business owners to discuss organizations, what each hoped to achieve and what products and services would be offered
- Reviewed files, records and other documents to obtain business information and key data informing responses to development requests
- Optimized system and platform performance capabilities in most efficient, practical way possible.
- Provided technical support for troubleshooting analytics and reporting issues.
Small Business Advisor
Scotiabank
12.2021 - 11.2022
- Established strong relationships with clients, leading to long-term partnerships and repeat business.
- Identified opportunities for process improvement, streamlining operations for increased efficiency, and cost savings.
- Managed a portfolio of high-value accounts, consistently exceeding sales targets and expectations.
- Proactively sought out potential clients through networking events, conferences, and industry gatherings.
- Evaluated the success of marketing initiatives, refining strategies as needed to optimize results.
- Worked closely with product development teams to ensure offerings met both customer needs as well as market demands.
Financial Advisor
Scotiabank
11.2018 - 12.2021
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals
- Worked with clients to support understanding of rationale and details of financial strategies
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction
- Informed customers about special promotions and provided detailed information for various products
- Developed and actualized customer service initiatives to decrease wait times
- Executes excellent sales floor merchandising and selling
- Improved customer satisfaction ratings by addressing issues and fostering timely resolution.
Customer Experience Associate
Scotiabank
03.2018 - 11.2018
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Developed and actualized customer service initiatives to decrease wait times
- Investigated and resolved customer inquiries and complaints quickly.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Education
Graduate Certificate - Financial Planning
George Brown College
Graduate Certificate - International Business Management
George Brown College
Bachelor of Accounting - Accounting And Finance
GCCBA
Skills
- Industry Knowledge of lending applications and procedures
- Excellent time management & organizational skills
- Demonstrated ability to prioritize, perform in a fast-paced environment
- Negotiation skills
- Effective problem-solver with high communication skills
- Technical Skills: Microsoft Office Suite, Data Entry, Excel, Powerpoint, Word
Websites
Certification
- Licensed Mutual Funds (IFIC)
- Moody's Small Business Banking Certification
- Registered Financial and Retirement Advisor
- Certified First Aid/ CPR
Timeline
Senior Small Business Advisor
Scotiabank
12.2022 - Current
Small Business Advisor
Scotiabank
12.2021 - 11.2022
Financial Advisor
Scotiabank
11.2018 - 12.2021
Customer Experience Associate
Scotiabank
03.2018 - 11.2018
Graduate Certificate - Financial Planning
George Brown College
Graduate Certificate - International Business Management
George Brown College
Bachelor of Accounting - Accounting And Finance
GCCBA
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