Harjit Saini
Brampton,Canada
Summary
Senior manager with over 20 years of experience in aligning client expectations with organizational goals to create effective strategies that enhance client satisfaction and loyalty. Proven track record in developing engaged teams, driving sales growth, and facilitating collaboration across diverse groups. Expertise in mobilizing teams towards shared objectives and achieving measurable results. Fluent in Urdu, Hindi, and Punjabi.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Team Lead
Dominion Lending Centres Inc
, Canada
11.2024 - Current
- Navigated clients through mortgage financing complexities to deliver tailored financial solutions.
- Oversaw recruitment, training, and performance management of Mortgage Agents in Ontario and Alberta.
- Assisted clients with refinancing options, resulting in significant cost savings for financial health.
REGIONAL AREA MANAGER
Inspiria Financial Group
Toronto, Canada
01.2021 - 11.2024
- Hired and trained new mortgage agents to enhance professional development and align with corporate mission.
- Collaborated with clients to assess needs and propose tailored residential, commercial, and private mortgage solutions.
- Established strong relationships with realtors, COIs, mortgage partners, and business owners to drive collaboration.
- Promoted a culture of continuous improvement by sharing knowledge and facilitating team discussions.
- Communicated proactively with superiors and business partners to maintain transparency and collaboration.
GENERAL MANAGER
CIBC
Brampton, Canada
01.2015 - 01.2020
- Managed sales operations with a focus on client experience and achieving high NPS scores.
- Cultivated strong relationships with clients, peers, district leadership, and community partners.
- Implemented servant leadership strategies to enhance team morale and performance metrics.
- Transformed dissatisfied clients into loyal customers through empathetic communication and tailored solutions.
- Exhibited poise during critical incidents, ensuring minimal disruption to services and client access.
- Led an emergency initiative addressing vault access limitations while maintaining customer relations.
- Recognized with four Quarterly Achiever awards for contributions to banking center success and campaigns.
BRANCH MANAGER
CIBC
Brampton, Canada
01.2008 - 01.2015
- Established advice-driven sales culture, achieving average of 40 OBCs and 15 meetings per FTE.
- Led recruitment to identify high-potential candidates for sales and support positions.
- Developed high-performing team, aligning talent with business objectives.
- Monitored financial advice delivery to ensure policy compliance and risk mitigation.
- Devised strategies to strengthen client relationships and reduce attrition rates.
- Implemented sales and service management methodology to optimize client experiences.
Education
Office Skills And Administration -
East Kootney Community College
Golden, BC12-1990
High School Diploma -
Golden Secondary School
Golden, BC06-1990
Skills
- Customer experience optimization
- Team leadership
- Service excellence
- Financial services expertise
- Strategic planning
- Coaching and mentoring
- Leadership reporting
- Business development
- Event coordination
- Talent development
- Change management
- Performance management
Certification
- Ontario Mortgage Agent Course / Mortgage 101, 201, 301
- Micro Computer and Office Skills Diploma
- Investment Funds in Canada
- Branch Compliance Officer Course
- People Manager Essentials Program
- Breakaway Training Program
Community Service
- Champion for Brampton, CIBC Run for the Cure
- Campaign Head, United Way Canada
- Chapter Lead, CSAEN
- Volunteer, Habitat for Humanity Canada
- Lead, Calgary Vaisakhi Parade
Timeline
Team Lead
Dominion Lending Centres Inc
11.2024 - Current
REGIONAL AREA MANAGER
Inspiria Financial Group
01.2021 - 11.2024
GENERAL MANAGER
CIBC
01.2015 - 01.2020
BRANCH MANAGER
CIBC
01.2008 - 01.2015
Office Skills And Administration -
East Kootney Community College
High School Diploma -
Golden Secondary School