DIG VIJAY THAKUR
Mississauga,ON
Summary
Proven financial professional with a track record of exceeding sales targets by 360% at BANK OF MONTREAL, showcasing expertise in portfolio management and exceptional client retention strategies. Recognized for outstanding banking relationship management and mutual funds proficiency, earning top awards across GTA & mississauga market. Demonstrates a unique blend of analytical prowess and interpersonal skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
BANK OF MONTREAL
Mississauga, Ontario
01.2024 - Current
- Assisted clients in opening and managing checking, savings, and investment accounts, like TFSA, RRSP, RDSP, and FHSA.
- Provide advice on personal finance, helping clients make informed decisions regarding savings, investments, and credit management.
- Achieved 360% of the sales target by mutual fund sales, pre-approved loans, and lines of credit.
- Increased client retention by 270% through effective relationship management.
- Secured referrals worth $18 million in investments and $63 million in lending.
- Recognized as top performer with BMO's Best of the Best and Spotlight Award across GTA.
Customer Service Representative
BANK OF MONTREAL
Brampton, Ontario
05.2023 - 12.2023
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Processed checks, money transfers, credit card bills, foreign exchange transactions, and drafts.
- Boosted personal sales to 720% with plan upgrades and credit card applications.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- I explored opportunities in investments and received third-party referrals.
Bookkeeping and Financial Clerk
ANOKHI
Brampton, Ontario
09.2021 - 05.2023
- Reconciled discrepancies between bank statements and internal accounts.
- Developed spreadsheets to monitor expenses, income, and payroll taxes for multiple departments.
- Mentored and trained newly hired servers to familiarize each of them with job responsibilities and organizational procedures.
- Generated invoices for clients based on their purchase orders or contracts.
Financial Services Representative
ICICI BANK
MOHALI, INDIA
12.2020 - 08.2021
- Gathered relevant client information to offer investment solutions that suit best with clients' financial needs.
- Regularly handled customer relations with efficient communication, and a positive attitude.
- Conducted cold calls to up to 100 prospective customers, explaining available financial offerings.
- Encouraged customer loyalty through consistent relationship management resulting in repeated transactions.
- Achieved 180% of monthly sales targets by recommending financial products and services.
Education
BBA - Finance
Sheridan College Institute of Technology And Advanced Learning
Missanabie, ON04-2023
Skills
- Portfolio management
- Mutual funds and ETF trades
- Cross-selling proficiency
- Anti-money laundering
- Financial product sales
- Client retention strategies
- Banking relationship management
- Loan payment processing
- Investment strategy development
- Transaction processing
- Investment advising
- Customer financing
Certification
- Investment Fund in Canada (IFIC) course Canadian Securities Institute
- Certificate (Economics & Finance Workshops) London School of Economics
- Participation Certificate (Entrepreneur In Marketing)
Timeline
Personal Banking Associate
BANK OF MONTREAL
01.2024 - Current
Customer Service Representative
BANK OF MONTREAL
05.2023 - 12.2023
Bookkeeping and Financial Clerk
ANOKHI
09.2021 - 05.2023
Financial Services Representative
ICICI BANK
12.2020 - 08.2021
BBA - Finance
Sheridan College Institute of Technology And Advanced Learning
Similar Profiles
Nihali ShahNihali Shah
Senior Personal Banking Officer at Bank Of MontrealSenior Personal Banking Officer at Bank Of Montreal
Harsh VermaHarsh Verma
Customer Service Representative at Bank of MontrealCustomer Service Representative at Bank of Montreal
NEERU GUPTANEERU GUPTA
Senior Manager- Model Risk at Bank of MontrealSenior Manager- Model Risk at Bank of Montreal