Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
volunteer experience
Languages
References
Work Availability
Timeline
Hi, I’m

HARIHARAN JAGADEESAN

Edmonton,AB
HARIHARAN JAGADEESAN

Summary

Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach. Winner of prestigious President Award of Excellence in 2020.


Overview

18
years of professional experience
1
Certification

Work History

Servus Credit Union - Corporate Centre
Edmonton, Alberta

Manager Sales Effectiveness
10.2022 - Current

Job overview

  • Provide support and motivation to seven direct reports and 135 indirect reports by establishing and reinforcing operational protocols, supplying sales tools, and optimizing resource allocation and territory coverage.
  • Developed and executed sales strategy that resulted in immediate increase in revenue of 15 Million dollars and increased sales performance through effective training programs and campaign management.
  • Instrument to bring #TeamServus strategy to improve sales force efficiency by generating 58 Million dollar added revenue to company in 2023.
  • Highlight analytical and synthetic capacity, along with great presentation skills and expertise in tools such as Excel, CRM, and BI tools.
  • Emphasize expert skills in Microsoft Office, particularly in Excel and advanced Excel capabilities.
  • Drove attainment of 7 billion dollar organizational objectives by formulating and implementing strategic plans, along with establishing and tracking performance metrics, resulting in significant measurable success.
  • Showcase experience in training, mentoring, and leading sales teams to improve their performance.

Servus Credit Union
Edmonton, Alberta

Branch Manager
10.2018 - 10.2022

Job overview

  • Elevated team performance and achieved top-three company position for branch by implementing strategic recruitment, training, and performance management initiatives.
  • Enhanced branch profitability by implementing cost-saving strategies and optimizing operational processes, resulting in notable increase in financial performance by 38% leading to top 3 position within company for 2 consecutive years.
  • Managed branch financials including budgeting, forecasting, and expense tracking and decreased losses to 9% well within 18% company standard.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Reduced employee turnover by fostering positive work environment and offering competitive compensation packages.
  • Championed process improvement initiatives that resulted in increased efficiency, improved service quality, or cost savings for organization as whole.
  • Developed high-performing team through targeted recruitment, training, and performance management initiatives.

SERVUS CREDIT UNION

SENIOR FINANCIAL ADVISOR
06.2016 - 10.2018

Job overview

  • One in 23 out of 2300 employees who won President Award of Excellence for year 2020
  • Highly successful advisor with great reputation in developing long term relationship with members by building trust and delivering customized financial solutions
  • Developed and delivered 5 investment lectures to over 80 people as part of branch investment initiative campaign
  • Actively involved in community through Servus Young Leadership program and lectured in 7 schools to educate and spread financial literacy to school students between age of 12-18 by organizing lectures in wealth management and debt management concepts
  • Actively participated in individual, branch and corporate campaigns and brought in new business worth 29 million dollars in fiscal year 2019
  • Most recent performance assessment for 2020 exceeds expectation of sales targets with accommodations for leadership and teamwork.

TD CANADA TRUST

FINANCIAL ADVISOR
05.2014 - 05.2016

Job overview

  • Maintained over 30 high value accounts whereby every client was consistently updated with relevant financial information and investment opportunities
  • Size of portfolio was $597,000 & above
  • Received accolades for strong performance of 110% of targets, and promoted from Financial Service Representative to Senior Financial Advisor within 10 months
  • Projected short and long-term investment trends and presented recommendations to clients based on market studies & received recognition for contributing to 25% increase in new accounts/investors in branch.

AIR INDIA LTD.

INFLIGHT SUPERVISOR
02.2006 - 12.2011

Job overview

  • Leader on-board aircraft with direct responsibility for assuring highest standards of safety, compliance and customer service are met by flight attendants
  • Was one among 4 people who helped create standard operating procedure for inflight operation, which are being followed by more than 1800 flight stewards & stewardess
  • Promoted airlines image by, holding and maintaining professional image and demeanor at all times
  • Offered utmost care for customer's needs in resourceful, and gracious manner
  • Displayed calm and professional demeanor while demonstrating strong interpersonal skills and attended to needs, questions and requests
  • Acted as liaison between Inflight, other departments and Station Personnel
  • Provided Inflight Service assistance for inbound and outbound flights, e.g.; Flight Attendant injuries and aircraft emergencies
  • Responded quickly and effectively to unplanned events encountered in fast paced aviation environment to include handling crew conflict, and emergency situations.
  • Streamlined in-flight procedures for better crew coordination and improved passenger experience

Education

UNIVERSITY OF ALBERTA
, Edmonton, AB

MBA from Strategy and Consulting
06.2024

MACEWAN UNIVERSITY
, Edmonton, AB

DIPLOMA IN BUSINESS MANAGEMENT
06.2014

UNIVERSITY OF MADRAS
, India

BACHELOR OF ENGINEERING from Instrumentation And Control
04.2003

Skills

  • Marketing
  • Business Development
  • Business Administration
  • Policy Implementation
  • Staff Development
  • Performance Management
  • Strategic Planning
  • Customer Relationship Management (CRM)
  • Brand Management
  • Negotiation

Accomplishments

2020 Presidents Award of Excellence winner.

Certification

  • Investment Funds in Canada.
  • Financial Planning.
  • Personal Financial Advice Service.
  • Occupational health & safety.
  • Harvard Mentorship program.
  • Standard First Aid A + AED certification.
  • Crucial Conversations

volunteer experience

  • 2015, Present, Serves Leaders network
  • 2014, Present, Habitat for Humanity
  • 2014, Present, Hope Mission - Edmonton
  • 2013, 2014, Boys and Girls program Edmonton
  • 2010, 2012, TD Friends of the Environment, Local lead and coordinator of events
  • 2016, 2020 (COVID), Millwoods Seniors Association

Languages

English
Full Professional
Hindi
Native or Bilingual
Tamil
Native or Bilingual
Spanish
Limited Working

References

References available upon request.
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Timeline

Manager Sales Effectiveness

Servus Credit Union - Corporate Centre
10.2022 - Current

Branch Manager

Servus Credit Union
10.2018 - 10.2022

SENIOR FINANCIAL ADVISOR

SERVUS CREDIT UNION
06.2016 - 10.2018

FINANCIAL ADVISOR

TD CANADA TRUST
05.2014 - 05.2016

INFLIGHT SUPERVISOR

AIR INDIA LTD.
02.2006 - 12.2011

UNIVERSITY OF ALBERTA

MBA from Strategy and Consulting

MACEWAN UNIVERSITY

DIPLOMA IN BUSINESS MANAGEMENT

UNIVERSITY OF MADRAS

BACHELOR OF ENGINEERING from Instrumentation And Control
  • Investment Funds in Canada.
  • Financial Planning.
  • Personal Financial Advice Service.
  • Occupational health & safety.
  • Harvard Mentorship program.
  • Standard First Aid A + AED certification.
  • Crucial Conversations
HARIHARAN JAGADEESAN