Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Mohammed Ali Butt

Mississauga

Summary

Experienced and performance-driven Financial Services Manager with a proven track record in retail banking and automotive finance and insurance. Seeking to leverage strong lender relationships, compliance knowledge, and customer focused approach to drive profitability and enhance the client experience in a fast paced environment

Overview

6
6
years of professional experience

Work History

Finance Manager

DreamFleet
03.2024 - 05.2025
  • Ensured 100% compliance with federal, provincial and dealership regulations, including privacy laws and fair lending practices
  • Provided expert advice on financing options, including loans and leasing, to meet customer preferences and maximize sales opportunities.
  • Negotiated with lenders to secure financing for 90%+ of clients, achieving optimal terms and maximizing profitability, with an average deal gross increase of $3100 per unit

Sales/Leasing Consultant

Dilawri Group of Companies - Volkswagen/Nissan
08.2022 - 01.2024
  • Prospected new business through available dealer resources, existing portfolio clients, phone, internet, and more.
  • Identifying emerging markets and market shifts while being fully aware of new products and competition status.
  • Informing and guiding purchasing clients on associated dealer products such as extended warranties, rust proofing etc.

Estates Analyst

TD Canada Trust - Corporate
08.2021 - 06.2022
  • Connected with clients to manage portfolios by using strong decision-making skills and critical thinking in limited time.
  • Effectively mentored new employees in using ensure to manage smooth transition into the team.
  • Understood and applied knowledge of client needs and TD products to better guide and support clients.

Personal Banking Associate

TD Canada Trust
03.2020 - 08.2021
  • Proactively provided personalized advice based on personal experience and knowledge to each business on products and services to build strong relationships.
  • Skilled in complex financial transactions such as Credit Applications, Direct Investment, Account Openings and Referrals resulting in a year to date of 1.3 million closed in Financial Planning.
  • Committed to the achievement of branch business objectives by connecting business clients with suitable products and exceeding individual quarterly sales, legendary experience index, and referral goals.

Customer Experience Associate

TD Canada Trust
12.2018 - 03.2020
  • Understood and determined customer needs to recommend solutions specific to needs while consulting with partners and analyzing portfolios to offer ways of financial growth.
  • Handled cash, including completing deposits, withdrawals and loan payments for customers
  • Exceeded key business client’s expectations by collaborating with different advisors, liaising between departments, and assessing needs to identify the best course of action for client assistance.

Education

BBA - Finance

Wilfrid Laurier University
Waterloo, ON
04-2020

Skills

  • Budget forecasting
  • Financial budgeting
  • Microsoft 365 Office
  • CRM tools ( Salesforce, Hubspot, Apollo)
  • Contract Negotiation/Closing & Renewals
  • Prospecting & Pipeline Management
  • Team Management

Languages

English
Urdu
Hindi
Punjabi

Timeline

Finance Manager

DreamFleet
03.2024 - 05.2025

Sales/Leasing Consultant

Dilawri Group of Companies - Volkswagen/Nissan
08.2022 - 01.2024

Estates Analyst

TD Canada Trust - Corporate
08.2021 - 06.2022

Personal Banking Associate

TD Canada Trust
03.2020 - 08.2021

Customer Experience Associate

TD Canada Trust
12.2018 - 03.2020

BBA - Finance

Wilfrid Laurier University

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Mohammed Ali Butt