Khawaja Zahid
Vancouver,BC
Summary
I am desiring for a professional growth as tenacious Small Business Advisor qualified to drive organizations to success. Enthusiastic professional with background in leadership coaching and prosperous business operations. I consider myself as goal oriented, self-driven and resourceful person, who has a friendly nature and have an excellent track record of success in sales.
Overview
6
6
years of professional experience
Work History
Financial Advisor and Mutual Funds Representative
Scotiabank
07.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts by leveraging Scotia Advise+.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post-retirement.
- Sell and promote ScotiaLife Insurance on mortgages, Line of Credits and Credit Cards.
- Comprehensive knowledge of risk assessment and credit analysis to setup new mortgages and restructuring existing revolving credit accounts.
Customer Experience Lead
Scotiabank
12.2021 - 06.2023
- Top performer within the district and consistently exceeding all financial sales and operational goals.
- Experience in opening new accounts (Credits, Chequings, Savings, GIC, Insurance and Mortgages) and customer onboarding.
- Customers oriented, ability to deepen customer relationship and resolving customer concerns/escalations.
- Demonstrating leadership in implementing adequate training and coaching to new CEAs and FAs in customer service standards, product knowledge and transactional processing.
- Provide tailored banking experience by giving quality advice that aligns with customer financial goals.
- Observing and implementing all regulatory, compliance, security policies and procedures to keep the bank safe.
- Excellent track record of getting quality referrals and working closely with Scotia Wealth, Scotia McLeod, Scotia Commercial and Scotia Agriculture.
Customer Experience Associate
Scotiabank
06.2018 - 11.2021
- Assumed a leadership role in the absence of the supervisor and maintained bank's normal operations and procedures.
- Assisted customers in opening and closing checking accounts, credit cards and savings accounts.
- Processed all client transactions, including withdrawals, deposits, transfers, and loan payments.
- Ensured maximum client satisfaction by providing exceptional and personalized service to each client, as per customer needs and expectations.
Education
Registered Financial And Retirement Advisor
Canadian Institute of Financial Planning
01.2024
Mutual Funds License
IFSE Institute Canada
07.2023
Diploma in General Studies
Douglas College
New Westminster, BC2021
Skills
- Expert knowledge of investment products, day-to-day banking, credit products, mortgages and insurance
- Exceptional banking and relationship management background
- Strong verbal and written communication skills Excellent interpersonal skills, problem solving and team work
- Professional and courteous customer service with high levels of integrity
- Urdu, Hindi and Punjabi - Native Speaker
ACHIEVEMENT
- Top 10% Financial Advisor.
- Won Best of the Best 2022.
- Won Best of the Best 2018.
- FY23 Scorecard IPF of 201%.
- FY22 Scorecard IPF of 190%.
- Top performer for individual cPulse.
Timeline
Financial Advisor and Mutual Funds Representative
Scotiabank
07.2023 - Current
Customer Experience Lead
Scotiabank
12.2021 - 06.2023
Customer Experience Associate
Scotiabank
06.2018 - 11.2021
Registered Financial And Retirement Advisor
Canadian Institute of Financial Planning
Mutual Funds License
IFSE Institute Canada
Diploma in General Studies
Douglas College
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