Ashok Nair
Abbotsford,BC
Summary
A gifted leader and spiritual counselor with expertise in mentoring, motivating, and empowering others. Adept in interfacing with international customers, and connecting with clients from diverse backgrounds. Experienced in working in India, Middle East, New York and Canada. Proficient in developing and maintaining positive relationships that are important to the overall success of an organization. Demonstrated ability to leverage strong interpersonal skills to communicate with clients, build client relationships, and attract prospective clients. Coauthor of "Wake up Live the Life-Wake up Moments-2009.
Overview
40
40
years of professional experience
1
1
Certification
Work History
Life Insurance Broker
Hub Financial
03.2007 - 06.2009
- Developed strong relationships with underwriters, ensuring favorable terms for clients and efficient processing of applications.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Assisted clients with complex estate planning needs by recommending suitable life insurance products as part of wealth preservation strategies.
- Generated new business leads by utilizing networking events, referrals, and targeted marketing campaigns.
- Maintained a high level of industry knowledge through continuous professional development and attendance at conferences.
Personal Banker
Canadian Imperial Bank of Commerce
01.2001 - 02.2007
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Achieved 100% target achieved for a week to week basis.
Manager
Canadian Tire
11.1999 - 05.2001
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Developed and maintained relationships with customers and suppliers through account development.
- Managed 20 -30 incoming calls and customer complaints on a day to day basis
Sales Associate
Merrill Lynch International Bank Ltd.
07.1992 - 09.1995
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Utilized CRM tools to track customer interactions and sales, enhancing effectiveness of follow-up communications.
- Assisted senior financial consultants to serve the interests of high net worth clients and maintained their financial portfolios.
- Carried out daily updating of high net worth clients using research data from Bloomberg about investments and currency trades.
- Certified by New York Stock Exchange for Superior Customer Service Skill through employee team work and trained the sales staff for better customer service skills.
- Carried out currency trades for clients from different parts of the world.
Professor, Department of Chemistry
Bombay University
06.1985 - 04.1990
- Enhanced student understanding by designing interactive and engaging lectures.
- Demonstrated strong interpersonal and communication skills, resulting in clear subject matter discussion with students.
- Encouraged class discussions by building discussions into lessons, actively soliciting input, asking open-ended questions and using techniques to track student participation.
- Evaluated student progress using both formative and summative assessments to provide targeted feedback for continuous improvement.
- Taught BSc students and conducted the labs
Student Counselor
ICL College
07.1986 - 03.1990
- Supported college-bound seniors in researching potential schools, completing applications, writing essays, navigating financial aid processes, and making informed decisions about higher education opportunities.
- Fostered strong relationships with community organizations to enhance the range of resources available for supporting student growth both inside and outside the classroom.
- Acted as team leader for the National Service Scheme where the college students are guided to effectively participate in out of college volunteering activities.
Director & Co Founder
Student Success Solutions Inc.
01.2008 - Current
- Support elementary, middle school, and high school students by providing tutoring for various subjects
- Host students daily for hour-long lessons
- Deploy natural and alternative approaches in teaching with emphasis on sustainability
- Assist talented students for competitive examinations as well as providing alternative options for students with ADHD/ADD
- Offer career guidance when choosing subjects at high school level in addition to helping students apply for appropriate tertiary education options
- Coordinate family meetings to address parental concerns
- Conduct seminars to assist parents support children in education matters
- Offer weekly yoga and meditation camp to increase attention span, develop focus and promote relaxation
- Liaison with teachers and other tutors to bring positive changes in students' performance
- 2021 graduating class secured 100% success rate and secured university admission
- 2025 Created a signature leadership program, 'Rise & Lead' for the youth to exercise leadership qualities, develop communication skills and improve emotional quotient so that they develop better learning habits
- 2025 another signature program, 'Alchemy For Parenting' a 7 week parenting program that is a result of 16 years of practical experience in supporting parents and children in our community
Business Consultant (Part Time)
Right Link Logistics Ltd.
01.2016 - 01.2020
- Advance customer service and business leadership, through ongoing human resource support
- Interface with CEO to expand clientele and lead the delegation to manage time efficiently
- Provide solutions to facilitate work/life balance to boost efficiency
- Evaluate business leadership strategies
- Devise strategies to maintain and expand client base
- Increased client satisfaction by implementing tailored solutions for their unique business needs.
- Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
- Led process improvement initiatives that resulted in streamlined workflows and increased overall efficiency within the organization.
Business Coach/ Consultant
Brian Tracy International
01.2008 - 01.2011
- Coached business owners and executives to better understand and implement proven business concepts, strategies, and tactics to augment rapid return on investment
- Assisted clients develop management, productivity, growth, decision making, and execution skills
- Evaluated performance and help enhance cost effective marketing, sales, and time management strategies
- Delivered strategies to solve financial and insurance issues by coordinating appropriate financial instruments
- Aided business Owners in development of joint venture partnerships and creative advertising plans
- Conducted training of office staff and sales personnel to boost performance and establish client base
- Supported the business owners to increase profit over 20% by helping them delegate responsibilities.
Small Business Advisor/Mortgage Broker
Canadian Imperial Bank of Commerce
01.2003 - 01.2008
- Advised small business owners, offering subject-matter expertise in establishing business accounts for financing, mortgages, and personal lending, accounts, overdrafts, and investments
- Facilitated home purchase, refinance, and equity loans assisting clients choosing the right mortgage options and navigating debt consolidation
- Assisted clients in obtaining $20M in loans in 2006
- Strategically optimized client business cash flow to ensure profitability
- Consistently exceeded sales targets throughout employment
- Developed comprehensive business plans for clients to achieve growth and profitability.
- Assisted entrepreneurs in securing funding through effective pitch presentations and financial documentation.
- Coached clients through challenging situations, offering conflict resolution strategies and mediation services when needed.
Education
Master of Science - Organic Chemistry
Bombay University
Mumbai, India01.1984
Bachelor of Science - Chemistry, Botany, and Zoology
Bombay University
Mumbai, India01.1982
Skills
- Business Consulting
- Training & Development
- Customer Service
- Client Relations
- Coaching & Mentoring
- Business Development
- Market research
- Customer relationship management
- Sales strategies
- Networking skills
- Leadership development
- Goal-oriented mindset
- Resilience and persistence
- Continuing education
Certification
- Certified Business Coach, Focal Point International
- Life and Accident and Sickness Insurance Agent License, Insurance Council of British Columbia
- Certified Teacher of Vedic mathematics
- The Organizational Happiness Certification, UPEACE Center of Executive Education, 2025
- Accounting Foundations, Linkedin Learning, 2021
- Foundations of Everyday Leadership, University of Illinois, 2022
- Managing the Organization, University of Illinois, 2022
- Designing the Organization, University of Illinois, 2022
Training
- Life Skills Coach Training
- Marketing
- Sales
- Stress management
- Career Counseling
- Spiritual Counseling
- Lending
- Mortgages
- Customer Service
Certifications In Healing Modalities
- Silva Mediation Certification
- Hypnotherapy Certification, New York, 1994
- REIKI Mastery, 1993
Languages
English
Full Professional
Hindi
Full Professional
Malayalam
Native or Bilingual
Punjabi
Limited Working
Tamil
Limited Working
Timeline
Business Consultant (Part Time)
Right Link Logistics Ltd.
01.2016 - 01.2020
Director & Co Founder
Student Success Solutions Inc.
01.2008 - Current
Business Coach/ Consultant
Brian Tracy International
01.2008 - 01.2011
Life Insurance Broker
Hub Financial
03.2007 - 06.2009
Small Business Advisor/Mortgage Broker
Canadian Imperial Bank of Commerce
01.2003 - 01.2008
Personal Banker
Canadian Imperial Bank of Commerce
01.2001 - 02.2007
Manager
Canadian Tire
11.1999 - 05.2001
Sales Associate
Merrill Lynch International Bank Ltd.
07.1992 - 09.1995
Student Counselor
ICL College
07.1986 - 03.1990
Professor, Department of Chemistry
Bombay University
06.1985 - 04.1990
Master of Science - Organic Chemistry
Bombay University
Bachelor of Science - Chemistry, Botany, and Zoology
Bombay University
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