Lakshya Puri
Toronto,Canada
Summary
- Highly competent and result driven professional with diverse leadership experience, customer service and team building expertise.
- Demonstrated huge success in areas of branch maintenance, branch leadership, retail sales, client services and business development.
- Strong interpersonal abilities with excellent communication and leadership skills; professional, cooperative, energetic, and diplomatic.
- Experienced as a branch leader/manager in managing a team of 15+.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Manager Client Advice/ Branch Leader
Canadian Imperial Bank of Commerce (CIBC)
Don Mills and Lawrence, Morningside and Kingston
06.2022 - Current
- Managing a team of 15+ individuals, helping them achieve their individual goals along with branch community goals
- Supervise and co-ordinate daily operations of the banking center
- Monitor and Analyze financial data with branch reports to achieve annual/quarterly/weekly targets
- Implement strategic tactics for my team members to achieve their personal and banking center performance requisites
- Looking for ways to increase revenue while adhering to relevant policies
- Creating a self-motivated environment by promoting positivity, teamwork, and transparency so employees can feel empowered and supported
- Developed great knowledge of banking products, policies, and relevant regulations
- Promote team-building activities as a part of day-to-day management
- Ability to work under pressure to cater to client requirements within their time frame
- Supervise all operations such as customer service, staff management, security, and sales activities
- Developed strong Interpersonal skills that include emotional intelligence, empathy, ability to channel teamwork, and active listening
- Ability to coach, mentor, and supervise under-performing individuals to boost their performance.
Associate financial advisor
Canadian Imperial Bank of Commerce (CIBC)
Yonge and Bloor
05.2021 - 06.2022
- 200% to plan in terms of Mutual Funds Investments
- Working on core mortgage portfolios for high net worth clients
- Managing a book of 300+ clients
- Hitting Compliance Targets with no risk identified YTD
- Identifying and understanding the mutual fund market so as to help the clients achieve their long-term goals and ambitions
- Mentor for FSR’s at the branch, helping them to learn and inculcate the best practice for success
- Helping clients with any complex situation they are in and providing them with the best solution
- 18 week streak on national leaderboard for the market
- Achieved more than 100% of sales objectives in terms of mortgage solutions, managed money, day-to-day banking on a YTD basis.
Education
Post Graduate Certificate in Strategic Management -
Centennial College
01.2018
Post Graduate Certificate in International Business Management -
Centennial College
01.2017
Bachelors in Business Administration (Banking and Insurance) -
Maharaja Surajmal Institute- GGSIPU
Skills
- Business Administration
- Operations Management
- Performance Management
- Strategic Planning
Affiliations
- State level Table Tennis and Cricket Player.
- Avid interest in political, social news around the world.
- Soccer and Cricket enthusiast.
Accomplishments
- 19 week streak on national leaderboard
- Most Valuable Player Award winner
- Q1 Moment maker Winner. Q3 Nominee
Certification
- CIFC (Canadian Investments Funds Course) 2019
Timeline
Manager Client Advice/ Branch Leader
Canadian Imperial Bank of Commerce (CIBC)
06.2022 - Current
Associate financial advisor
Canadian Imperial Bank of Commerce (CIBC)
05.2021 - 06.2022
Post Graduate Certificate in Strategic Management -
Centennial College
Post Graduate Certificate in International Business Management -
Centennial College
Bachelors in Business Administration (Banking and Insurance) -
Maharaja Surajmal Institute- GGSIPU
- CIFC (Canadian Investments Funds Course) 2019
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