Junaid Khan
Toronto,ON
Summary
Accomplished Investment Fund Manager with extensive expertise in portfolio management and asset allocation. Proven track record in risk assessment and strategic financial planning that drives optimized investment returns. Demonstrated leadership in guiding teams toward achieving financial targets through innovative strategies and effective resource management while ensuring regulatory compliance and managing investor relations.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Mutual Fund Representative
TD Investment Services
Markham, Ontario
03.2022 - Current
- Performed due diligence activities in order to identify suitable investment opportunities for clients.
- Monitored the performance of existing investments and recommended changes as needed.
- Discussed goals and strategies with potential investors and implemented corrective actions to enhance performance.
- Responded promptly to customer inquiries regarding mutual fund investing options.
- Collaborated closely with team members from multiple departments within the organization.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Developed financial plans for clients based on their individual needs and objectives.
- Ensured compliance with all applicable federal, state, and local regulations relating to mutual fund investments.
- Checked transactions and reporting for compliance with regulatory standards and investigated discrepancies.
- Maintained current understanding of applicable regulations and tax laws to keep funds in compliance with legal standards.
- Ensured compliance with regulatory requirements and industry standards.
- Processed transactions related to buying and selling shares of mutual funds in a timely manner.
- Provided advice and guidance to clients regarding mutual fund investments.
- Maintained up-to-date knowledge of industry regulations, laws, and best practices related to mutual funds.
- Participated in sales meetings and seminars designed to promote specific mutual funds or services offered by the company.
- Attended conferences and workshops to stay abreast of current trends in the industry.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Worked with cross-functional teams to achieve goals.
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
- Utilized various software and tools to streamline processes and optimize performance.
Customer Assistance Representative
TD Auto Finance
Toronto, Ontario
08.2020 - 03.2022
- Answered incoming calls and emails from customers regarding inquiries, complaints, and requests.
- Maintained accurate records of customer interactions in CRM software.
- Collected deposits or payments and arranged for billing.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
- Mentored junior team members and managed employee relationships.
- Adhered strictly to company protocols while dealing with clients.
- Exceeded established service goals while leveraging customer service, sales and employee management best practices.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Utilized job-related software to prepare change of address records and issue service discontinuance orders.
- Tracked and reported on collections activity and performance metrics to management.
- Drafted correspondence to customers regarding overdue accounts and payment arrangements.
- Negotiated payment plans with customers to ensure timely repayment of debt.
- Processed payments over phone and set up recurring drafts.
- Recorded information about status of collection efforts.
- Conducted skip tracing activities to locate delinquent customers.
- Created repayment plans based on account holders' financial status and repayment abilities.
- Contacted customers with delinquent accounts to solicit payment.
- Utilized skip tracing techniques including phone calls, internet searches and databases.
- Utilized collections software and databases for efficient account management.
- Provided guidance on legal matters concerning collection procedures.
- Notified customers of delinquent accounts with attempt to collect outstanding amounts.
- Negotiated payment plans with delinquent account holders to facilitate debt resolution.
- Contacted customers and explained debt management to encourage timely debt payments.
- Assisted in the development of strategies to improve collections process efficiency.
- Recorded and updated customer personal accounts with accurate contact information.
- Ensured compliance with federal and state collections laws and regulations.
- Prepared documentation required for collection and repossession activities.
- Located new addresses of delinquent customers through research, contacting credit bureaus or by questioning neighbors.
- Provided training and guidance to new collections staff on best practices and company policies.
- Coordinated with legal department on litigation processes for non-responsive debtors.
- Managed daily operations in collections department to ensure timely debt recovery.
- Assisted in the creation and implementation of policies and procedures for the collections department.
Customer Service Representative
Cash Money Cheque Cashing Inc
Toronto, Ontario
11.2019 - 07.2020
- Updated and maintained databases with current information.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Worked with cross-functional teams to achieve goals.
- Developed strong relationships with customers by providing personalized assistance and support.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Prevented key account losses by researching discrepancies and correcting problems.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Answered customer inquiries via phone, email, and chat.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Monitored customer satisfaction levels through surveys and feedback forms.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Utilized job-related software to prepare change of address records and issue service discontinuance orders.
Education
MBA - International Business Management
Liverpool John Moores University
Liverpool, UK12-2009
BBA - Marketing Management And Research
Barkatullah University
Bhopal, India07-2006
Skills
- Investment adviser certified compliance professional
- Financial software proficiency
- Data analysis
- Financial planning
- Trend analysis
- Trade execution
- Analytical skills
- Certified financial consultant (CFC)
- Quantitative analysis
- Trading operation management
- Wealth management portfolios
- Market trends analysis
- Risk mitigation
- Compliance requirements
- Securities advisement
- Securities trading
- Financial advisory
- Financial products knowledge
- Investment management
- Compliance risk management
- Risk limit determination
- Customer needs assessment
- Market trend expertise
- Technical analysis
- Compliance procedures
- Operational efficiency
- Business planning software proficiency
- Regulatory compliance
- Cross-functional coordination
- System development
- Operational excellence
- Operations management
- Process improvements
- Organizational efficiency
- Procedure optimization
- Compliance protocols
- Documentation skills
- Operations support
- Compliance
- Operations research
- Business intelligence
- Workflow optimization
- Quantitative skills
- Process planning
- Cross-functional communication
- Improvement plans
- Operations coordination
- Process documentation
- Planning and coordination
- Resource planning and scheduling
- Business forecasting
Affiliations
- Comittee Involvement
Part of Social Committe with TD MIA to plan,promote & execute social activities and events
One Ummah team memeber - a cultural committee focused on providing a platform to Muslim Colleagues and Allied memebers
Accomplishments
- Recognized in League of Extraordinary 2024 for exceptional customer service & Generating Volume
- Consistently ranked among the top three performers within my team for
both Q1 and Q2(2024), demonstrating exceptional dedication and outstanding performance. - Surpassed annual sales targets by 120% in 2016
- Increased client portfolio size by 35% within two years.
Certification
- Certificate in Technical Support Fundamentals
- Canadian Investment Funds Course
- CCNA
- Purusing CCBA Certification
Languages
English
Professional
Hindi
Professional
Urdu
Professional
Arabic
Elementary
References
References available upon request.
Timeline
Mutual Fund Representative
TD Investment Services
03.2022 - Current
Customer Assistance Representative
TD Auto Finance
08.2020 - 03.2022
Customer Service Representative
Cash Money Cheque Cashing Inc
11.2019 - 07.2020
- Certificate in Technical Support Fundamentals
- Canadian Investment Funds Course
- CCNA
- Purusing CCBA Certification
MBA - International Business Management
Liverpool John Moores University
BBA - Marketing Management And Research
Barkatullah University
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