Malek El Hajj
Ottawa,ON
Summary
Results-driven sales professional with a trilingual background and a proven track record in the banking industry and management positions. Demonstrates exceptional analytical and research abilities, excelling in gathering and analyzing complex data to drive sales. Skilled at leveraging strong interpersonal and communication skills to establish rapport and cultivate lasting client relationships. Thrives in fast-paced environments, collaborating effectively with diverse counterparts and stakeholders, while providing expert guidance. Holds a bachelor’s degree in marketing, providing valuable insights into consumer behavior and market trends
Overview
5
5
years of professional experience
Work History
Financial Advisor
Bank Of Montreal, BMO
05.2022 - Current
- Served as a financial advisor for one of Canada's top five financial institutions
- Proactively cold called clients to expand client base and generate new business opportunities
- Met with clients and developed personalized financial plans by discussing their assets, liabilities, long-term and short-term investment goals
- Presented engaging monthly branch presentations, showcasing results, targets, and innovative sale approaches
- Expertise in loan and home financing products
- Worked in conjunction with appraisal companies and title companies
- Maintained a strong understanding of investments by staying up to date with market trends and performance tracking
- Allocated a weekly networking day to expand individual client base. Resulting a weekly increase of 10% in client acquisition
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Personal Banking Associate
Bank Of Montreal, BMO
08.2021 - 05.2022
- Collaborated with other departments to confirm compliance with banking procedures and regulations
- Processed customer applications and approved loans in accordance with bank policy
- Trained new advisor’s on sale approaches and proper customer service approaches
- Exceeded sale targets for everyday banking products and investments by 10 to 15% per quarter
- Utilized networking, community outreach, and customer referrals to prospect new business, achieving a top three ranking and investment referrals for the branch
- Participated in community events under the Bank of Montreal
- Followed up with customers to gather feedback and provide additional
assistance
Operating Manager
Lorenzo's Franchise
11.2018 - 01.2021
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services
- Revived the use of new technology across the marketing in food
departments, which led to a 25% reduction in labour hours required per task and an increase in productivity - Forecasted weekly budgets using 7shift software to all restaurant departments by effectively gathering and analyzing data
- Interviewed, hired and coached front of the house and kitchen staff
- Increased pick up orders by 40% in the first three months by partnering with
delivery service platforms like Uber Eats, Skip the Dishes, and Door Dash - Managed successful social media campaigns and advertisements across
Facebook ads, Canva, Instagram and MailChimp resulting in a 25% increase
in online engagement - Organized and executed UFC events, resulting in record-breaking
revenue and customer satisfaction - Negotiated unit prices with suppliers and placed weekly orders to maximise
business operational efficiency - Resolved customer grievances in a timely and professional manner
Education
BBA - Marketing
Laurentian University
Greater Sudbury, ON04.2021
Graduate Certificate - Accounting
La Cité Collégiale
Ottawa, ON04.2022
License Certificate - Canadian Investment Funds
IFSE Institute
Mississauga, ON12.2021
Skills
- Result Oriented
- Project Requirements
- Highly adaptable
- Cost reduction strategies
- Ready to learn and eager to grow
- Prepare Performance Reports
- Skill-Building Strategies
- Analytical Thinking
- Communication skills
- Relationship Management
- Sales Experience
- Cognitive skills
Timeline
Financial Advisor
Bank Of Montreal, BMO
05.2022 - Current
Personal Banking Associate
Bank Of Montreal, BMO
08.2021 - 05.2022
Operating Manager
Lorenzo's Franchise
11.2018 - 01.2021
BBA - Marketing
Laurentian University
Graduate Certificate - Accounting
La Cité Collégiale
License Certificate - Canadian Investment Funds
IFSE Institute
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