Daria Dmitrieva
Toronto
Summary
Dynamic professional with a keen focus on business operations and sales development, showcasing exceptional problem-solving abilities and a collaborative approach to teamwork. Known for a friendly attitude and a rapid learning pace. Proven track record of leveraging analytical and managerial skills to address challenges effectively. Committed to contributing positively to organizational success through a strategic and adaptable approach in diverse business settings.
Overview
4
4
years of professional experience
Work History
Financial Advisor
Scotiabank
08.2024 - Current
- Researched and recommended investment opportunities and products that align with clients' financial objectives.
- Successfully closed multiple high-value mortgage and investment deals.
- Achieved and exceeded different KPIs related to sales and customer service.
- Identified new business opportunities through networking and referrals.
- Used CRMs such as Salesforce for efficient customer management and data-driven advice.
- Mitigated potential fraud by adhering to AML regulations and promptly submitting unusual transaction reports.
- Managed and led a portfolio of over 400 clients, ensuring high-quality service delivery and relationship management.
Customer Experience Associate
Scotiabank
10.2022 - 08.2024
- Collaborated with internal departments to find resolutions and conduct further research on customers' accounts.
- Processed customers' financial transactions, including cash operations, wire transfers, foreign exchange, and money orders.
- Delivered exceptional customer service by addressing inquiries, resolving issues, and assisting customers with their needs.
- Utilized active listening to accurately identify and resolve customer concerns, ensuring effective and empathetic support.
- Assisted in training new employees on company policies, procedures, and best practices for delivering exceptional service.
Private Assistant of General Manager
Tashkent Tobacco
07.2021 - 08.2021
- Assisted manager in decision-making with financial reports related to daily sales of devices.
- Helped with creating creative content, such as videos and posts, for internal company's networks.
- Got deeper realization of basic supply principles and the importance of materials controlling.
- Helped office personnel with errands, paperwork and data entry.
Education
Bachelor of Commerce (B.Comm) - Global Management Studies
Toronto Metropolitan University (Ryerson)
06.2024
Skills
- IFC certified
- Sales and marketing expertise
- Customer Relationship Management (Salesforce)
- Conflict resolution & objection handling
- Time management & multitasking
- Sales pipeline management & KPI-orientated performance
- Microsoft Office proficiency
- Financial needs analysis & product matching
- Presentation & negotiation skills
- Strong interpersonal & communication skills
Timeline
Financial Advisor
Scotiabank
08.2024 - Current
Customer Experience Associate
Scotiabank
10.2022 - 08.2024
Private Assistant of General Manager
Tashkent Tobacco
07.2021 - 08.2021
Bachelor of Commerce (B.Comm) - Global Management Studies
Toronto Metropolitan University (Ryerson)
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