George Abraham Naduvathra
Valleyview
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
07.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Manager
The Rimrock Resort Hotel
05.2022 - 10.2022
- Managed and motivated employees to be productive and engaged in work.
- 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.
Sales Manager
Eber Infrastructures
06.2019 - 09.2021
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
Education
Post Graduate Diploma - Business
Lakeland College
Lloydminster, AB05-2023
Bachelor of Arts - Economics
Loyola College
Chennai India06-2020
Skills
- Financial investment guidance
- Relationship building and management
- Analytical thinking
- Sales expertise
Languages
English
Native or Bilingual
Certification
Mutual Fund Representative (MFDA)
Risk and Financial Planning Accreditation (RFRA1)
Risk and Financial Planning Accreditation (RFRA2)
Timeline
Financial Advisor
Scotiabank
07.2023 - Current
Manager
The Rimrock Resort Hotel
05.2022 - 10.2022
Sales Manager
Eber Infrastructures
06.2019 - 09.2021
Post Graduate Diploma - Business
Lakeland College
Bachelor of Arts - Economics
Loyola College
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