Senior Financial Advisor
Bank Of Nova Scotia -Retail Service Centre
11.2018 - Current
Deborah Fanimehin
Ottawa,Ontario
Timeline
Account Executive
American International Insurance Company
04.2014 - 02.2018
Customer Service Officer
Guaranty Trust Bank
01.2010 - 08.2014
Diploma - Mathematics And Statistics
Yaba College of Technology
License Certificate - Salesforce Administration
Salesforce CRM
Certificate - Financial Planning
Canadian Institute of Financial Planning
Summary
Accomplished Senior Financial Advisor with a proven track record at Bank Of Nova Scotia, excelling in CRM proficiency and verbal communication. Demonstrated ability to exceed sales quotas by leveraging value-based selling and fostering strong customer relationships. Achieved significant client satisfaction and loyalty through strategic pipeline management and effective lead generation. Results-oriented uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.
Education
Diploma - Mathematics And Statistics
Yaba College of Technology
Lagos, NigeriaLicense Certificate - Salesforce Administration
Salesforce CRM
04.2024
Certificate - Financial Planning
Canadian Institute of Financial Planning
Toronto, ON04.2019
Languages
English
Full Professional
Accomplishments
- Achieve result through effectively helping with task accurately and efficiently.
- Collaborated with team of 10 in the development of business strategies to enhance sales.
Skills
- Verbal and written communication
- Value-based selling
- CRM proficiency
- Client Assessments
- Customer Relationships
- Sales and Marketing
- Pipeline Management
- Sales Quota Achievement
- Lead Generation
Work History
Senior Financial Advisor
Bank Of Nova Scotia -Retail Service Centre
11.2018 - Current
- Consistently exceeded sales targets by proactively identifying and pursuing new business opportunities.
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a portfolio of high-value accounts, ensuring timely renewals and upselling opportunities.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Collaborated with customers to learn business operations and capitalize on upselling and cross-selling opportunities.
- Collaborated with internal teams to develop tailored solutions for complex client needs, resulting in increased revenue.
- Leveraged CRM tools to track customer interactions, ensuring seamless communication across multiple touchpoints.
- Built and cultivated healthy pipeline of customers interested in partnering with company.
Account Executive
American International Insurance Company
04.2014 - 02.2018
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Attended networking events to build relationships and identify sales opportunities.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Collaborated with internal teams to develop account strategy.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Resolved issues promptly to drive satisfaction and enhance customer service.
Customer Service Officer
Guaranty Trust Bank
01.2010 - 08.2014
- Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
- Completed data entry to record call notes, suggestions and questions.
- Provided primary customer support to internal and external customers.
- Communicated with clients regarding account services, statements, and balances.
- Collaborated with team members to identify areas of improvement in processes, resulting in more efficient service delivery.
- Exceeded customer expectations by going the extra mile, ensuring a memorable experience that fostered brand loyalty and advocacy.
Overview
14
14
years of professional experience
1
1
Language
Certification
- Licensed Salesforce CRM - Adminstration.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeWork Location
RemoteHybridImportant To Me
Company CultureWork-life balanceCareer advancementFlexible work hoursPersonal development programsQuote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Software
Salesforce CRM
Jira
Confluence
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