Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Hashim Jafree

Vancouver,BC

Summary

Dynamic Director oversees every facet of production with strong project management and decision-making skills. Brings comprehensive knowledge of risk, real estate and sales planning and technical operations. Skilled at coordinating plans and personnel resources to complete work under tight deadlines.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Director, Business Development

FCT
04.2020 - Current
  • Perform risk-based analysis of large-scale real estate projects that the company wants to insure.
  • Observe each employee's individual strengths and initiate mentoring programs to improve areas of weakness.
  • Work closely with organizational leadership and the board of directors to guide operational strategy.
  • Form strategic partnerships and connect with potential clients to drive business development.
  • Oversee operations and provide corrective feedback to achieve daily and long-term goals of the regional team reporting directly to me.
  • Establish departmental performance goals and provide feedback for underperforming areas.
  • Maintain growth goals of 10% and above for the entire region.
  • Remain highly composed and calm in very fast-paced, stressful, and constantly changing environments to provide optimal leadership and achieve desired results.
  • Evaluate company documentation to verify alignment with regulatory requirements

Manager, Business Development-Risk

FCT
08.2017 - 04.2020
  • Managed territorial risk of insuring mid to large-sized commercial real estate deals.
  • Managed and motivated employees to be productive and engaged in work.
  • Planned, created, tested, and deployed system life cycle methodology to produce high-quality systems to meet and exceed customer expectations.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Cross-trained existing employees to maximize team agility and performance.
  • Streamlined and monitored quality programs to alleviate overdue compliance activities.
  • Managed senior-level personnel working in marketing and sales capacities to achieve 20% growth YOY for 3 years in a row.

Project Manager, Real Estate Secured Lending

Scotiabank
07.2014 - 08.2017
  • Monitored project performance to identify areas of improvement and make adjustments.
  • Planned, designed, and scheduled phases for 3 large projects.
  • Coordinated with cross-functional teams to resolve project issues and mitigate risks.
  • Achieved project deadlines by coordinating with contractors to manage performance.
  • Met project deadlines without sacrificing build quality or workplace safety.
  • Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
  • Reported regularly to managers on project budget, progress, and technical problems.
  • Developed and implemented project plans and budgets to ensure successful execution.
  • Analyzed project performance data to identify areas of improvement.
  • Facilitated workshops to collect project requirements and user feedback.
  • Verified quality of deliverables and conformance to specifications before submitting to clients.

Senior Financial Advisor

Scotiabank
07.2012 - 07.2014
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolios.
  • Recruited, trained, and mentored junior financial and support staff to generate ideas, share knowledge, and grow the firm.
  • Engaged prospective clients in an effort to build and develop new business opportunities.
  • Created business plan and identified target customers by interacting on the phone and in person, handling basic inquiries, and providing quotes.
  • Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research, and completing trades and transactions.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
  • Recommended specific investments to help clients meet financial goals.
  • Consistently beat market vs portfolio performance of the bank's clients by 7-10% a year.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Created financial models to analyze and evaluate investment strategies.

Financial Advisor

Scotiabank
09.2010 - 06.2012
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Studied financial documents to identify potential areas needing improvement.
  • Helped clients with their personal lending needs e.g. mortgage, car loans, etc.

Education

Certificate - Applied Project Management

Ryerson University
Toronto, ON

License Certificate - Investments And Securities

Investment Funds Canada
Toronto, ON
06.2010

Bachelor of Commerce - BCom, Finance, General - Finance

The University of Ottawa
Ottawa, ON
05.2010

Skills

  • Pipeline Management
  • Risk Management
  • Performance Evaluations
  • Real Estate
  • Team Leadership
  • Strategic planning
  • Negotiation
  • Budgeting

Certification

  • Investment Funds Canada - CSI Leasing, Inc.
  • Master Certificate in Big Data Analytics & Machine Learning - Simplilearn
  • Scrum Fundamentals Certified (SFC) - SCRUMstudy - Accreditation Body for Scrum and Agile

Languages

English
Native or Bilingual
Punjabi
Native or Bilingual
Urdu
Native or Bilingual

Timeline

Director, Business Development

FCT
04.2020 - Current

Manager, Business Development-Risk

FCT
08.2017 - 04.2020

Project Manager, Real Estate Secured Lending

Scotiabank
07.2014 - 08.2017

Senior Financial Advisor

Scotiabank
07.2012 - 07.2014

Financial Advisor

Scotiabank
09.2010 - 06.2012

Certificate - Applied Project Management

Ryerson University

License Certificate - Investments And Securities

Investment Funds Canada

Bachelor of Commerce - BCom, Finance, General - Finance

The University of Ottawa
Hashim Jafree