ISHANK SANDHU
Burnaby,Canada
Summary
Results-driven Financial Advisor with a proven track record in smashing sales targets, delivering personalized financial solutions, & fostering exceptional client satisfaction. Adept at leveraging advanced analytics tools (Salesforce, Power BI) & building collaborative partnerships to achieve organizational objectives. Highly skilled in financial analysis, client acquisition, & decision-making, with a commitment to maximizing value for clients and stakeholders.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
01.2024 - Current
- Achieved Top 10% Sales Performance within two consecutive quarters post-training.
- Spearheaded staffing adaptations, ensuring operational continuity and effective leadership during challenges.
- Enhanced cross-functional partnerships, resulting in comprehensive financial strategies and improved internal collaboration.
- Utilized advanced tools, including Salesforce, Power BI, & MS Office.
- Guided clients through life-changing decisions with empathy, creating long-term trust and wealth-building partnerships.
STEM Tutor
paper.co
11.2023 - 10.2024
- Multitasked by tutoring 3-5 students simultaneously in STEM and business subjects, fostering independent problem-solving and analytical thinking.
- Encouraged independent learning by guiding students to develop problem-solving strategies & analytical thinking skills, fostering a deeper understanding of complex concepts rather than providing direct answers.
- Leveraged AI tools and critical attention to detail to enhance student engagement and concept retention.
Senior Customer Service Associate
Scotiabank
09.2023 - 12.2023
- Recipient of Scotiabank's Top Individual Performance Award for F2023 in Service Excellence
Customer Experience Associate
Scotiabank
12.2022 - 09.2023
Personal Banker
HDFC Bank
09.2020 - 09.2021
- Secured a Letter of Recommendation from the Regional SVP for processing credit disbursements totalling 2.44 Crores (-$410,000 CAD) within 7 months of joining.
- Conducted comprehensive analysis to identify HNWI and small businesses capable of bringing assets exceeding 60 lakhs ($100,000) & leveraged insights from business registration tools to target and onboard these clients.
Education
MBA - INTERNATIONAL BUSINESS
Trinity Western University
Langley, BC12.2023
BA - LEADERSHIP
Trinity Western University
Langley, BC06.2023
Bachelor of Technology - MECHANICAL ENGINEERING
Symbiosis International University
Pune, Maharashtra06.2020
Skills
Strategic Expertise: Financial Planning, Financial Analysis, Risk Assessment, Business Planning & Development
Technical Expertise: Salesforce, Power BI, MS Office Suite, AI-Enhanced Analytics
Leadership Impact: Client Acquisition & Retention, Process Optimization, Cross-Functional Collaboration
Soft Skills: Problem-Solving, Critical Thinking, Empathy, Communication, Adaptability, Decision-Making, Leadership
Linkedin: https://in.linkedin.com/in/ishank-singh-sandhu-5013381a8
.
Languages
English
Hindi
Punjabi
Urdu
Certification
- Canadian Securities Course by CSI.
- Mortgage Lending Program- Foundational & Specialized by CSI.
Timeline
Financial Advisor
Scotiabank
01.2024 - Current
STEM Tutor
paper.co
11.2023 - 10.2024
Senior Customer Service Associate
Scotiabank
09.2023 - 12.2023
Customer Experience Associate
Scotiabank
12.2022 - 09.2023
Personal Banker
HDFC Bank
09.2020 - 09.2021
BA - LEADERSHIP
Trinity Western University
- Canadian Securities Course by CSI.
- Mortgage Lending Program- Foundational & Specialized by CSI.
MBA - INTERNATIONAL BUSINESS
Trinity Western University
Bachelor of Technology - MECHANICAL ENGINEERING
Symbiosis International University
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