Hussain Raza Sajid
Calgary,AB
Summary
Experienced Financial Services Sales individual and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
10
10
years of professional experience
Work History
Assistant Manager
The Bank Of Nova Scotia
08.2022 - Current
- In 2023 I led the team to becoming # 1 branch in the district for sales results and # 3 overall.
- Improved customer satisfaction by addressing and resolving complaints promptly with the branch finishing # 1 in the district in 2023 for customer satisfaction results.
- Increased sales through effective coaching strategies and targeted promotions.
- Conducted employee performance evaluations, providing constructive feedback for growth and development.
- Implemented staff training programs, enhancing product knowledge and improving customer service skills.
- Managed a small portfolio of high net worth clients, built long term relationships, built financial plans and provided advice on mortgages, investments, and day to day banking needs.
- Oversaw branch operations, ensuring adherence to budgetary requirements, and compliance to bank policies and regulations.
Financial Advisor, Investment and Retirement Plann
The Bank Of Nova Scotia
10.2021 - 08.2022
- Consistently delivered and exceeded on sales targets.
- Sourced referral opportunities for other banking partners including the Wealth Management, Private Banking, and Commercial Banking teams.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Senior Financial Advisor
The Bank Of Nova Scotia
01.2016 - 10.2021
- Won the Scotiabank Best of the Best individual sales performance award in 2019.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Delivered comprehensive wealth management solutions for high-net-worth individuals and families.
Sales Associate
Best Buy Canada
08.2014 - 12.2015
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
Education
CFA® Charterholder -
CFA Institute
02.2024
BBA - Finance & Economics
University of New Brunswick
Fredericton, NB05.2014
Skills
- Sales Growth
- Marketing knowledge
- Negotiation
- Business Development
- Strategic Planning
- Budgeting and finance
- Customer Service
- Microsoft Office
Timeline
Assistant Manager
The Bank Of Nova Scotia
08.2022 - Current
Financial Advisor, Investment and Retirement Plann
The Bank Of Nova Scotia
10.2021 - 08.2022
Senior Financial Advisor
The Bank Of Nova Scotia
01.2016 - 10.2021
Sales Associate
Best Buy Canada
08.2014 - 12.2015
CFA® Charterholder -
CFA Institute
BBA - Finance & Economics
University of New Brunswick
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