Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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Mini Datta

5514 Silverson Ave Cote St Luc,Canada

Summary

Financial professional with deep expertise in investment strategies, risk management, credit and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance. Track record of building strong client relationships and delivering personalized financial plans.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Financial Advisor

Imperial Services
02.2021 - 05.2025
  • Managed a book of high net worth clients with a min portfolio size of $250,000 up to 10 million
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Monitored and updated financial plans to comply with client goals.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.

Senior Financial Services Representative

CIBC
01.2017 - 02.2021
  • Contributed significantly to the company''s revenue growth through proactive upselling of additional products/services based on clients'' needs and preferences.
  • Exceeded performance metrics consistently, earning recognition as a top performer within the tea
  • Senior Qualified Personal Lending Officer (Loans and Mortgages)
  • Investment Specialist including Mutual Funds, TFSAs, RRSP&RESPs
  • Enhanced client base by proactively seeking new business opportunities through networking events and referrals.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Mentored junior representatives, sharing industry knowledge and best practices for career development.
  • Managed a diverse range of client portfolios, tailoring investment strategies based on individual needs and preferences.

Senior Financial Services Manager

BMO Bank of Montreal
07.2009 - 10.2016
  • Assisted the management team with daily branch operations including cash management, and compliance
  • Provided expert guidance on various financial matters such as loans, investments, for informed decision-making by clients.
  • Senior Qualified Personal Lending Officer (Loans and Mortgages) with the ability to approve lending products up to $250,000
  • Managed employee and mentored employees. Boosted staff morale through regular recognition of outstanding performance, fostering a positive work environment conducive to success.
  • Enforced with Personal and Group Sales Targets and Quotes

Financial Services Coordinator

BMO: Bank of Montreal
04.2007 - 07.2009
  • Facilitated communication between clients and internal departments for seamless coordination of financial services. As the first point of contact.
  • Prepared vouchers, invoices, checks, account statements, reports and other records and reviewed paperwork for accuracy.
  • Monitored loans and accounts payable and receivable to keep current.
  • Compiled and sorted documents, such as invoices and checks and substantiated business transactions.
  • Collaborated closely with management to establish performance benchmarks, guiding staff towards meeting key targets consistently.

Customer Service Representative

BMO: Bank of Montreal
11.2005 - 04.2007
  • Front line, assisting clients with their daily banking needs
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Responded to customer requests for products, services, and company information.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.


Sales Associate

Carlton Cards
01.2005 - 12.2005
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Prepared merchandise for sales floor by pricing or tagging.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Answered customer questions about sizing, accessories, and merchandise care.
  • Engaged with customers to build rapport and loyalty.
  • Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.

Education

Bachelors of Commerce - Marketing

John Molson School of Business
Montreal

Associate of Arts - Political Science

Concordia University
Montreal, None

Skills

  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise
  • Debt management
  • Risk assessment
  • Wealth management
  • Retirement needs
  • Portfolio construction
  • Long-term care planning
  • Mutual funds
  • Financial planning

Languages

English
Native or Bilingual
French
Native or Bilingual
Hindi
Professional Working
Punjabi
Professional Working
Urdu
Professional Working

Certification

  • Certificate of Project Management -In progress
  • Registered Retirement Consultant (RCC) The Canadian Institute of Financial Planners
  • Mutual Funds License (Investment funds in Canada Course) ICB The Institute of Canadian Bankers

Timeline

Financial Advisor

Imperial Services
02.2021 - 05.2025

Senior Financial Services Representative

CIBC
01.2017 - 02.2021

Senior Financial Services Manager

BMO Bank of Montreal
07.2009 - 10.2016

Financial Services Coordinator

BMO: Bank of Montreal
04.2007 - 07.2009

Customer Service Representative

BMO: Bank of Montreal
11.2005 - 04.2007

Sales Associate

Carlton Cards
01.2005 - 12.2005

Bachelors of Commerce - Marketing

John Molson School of Business

Associate of Arts - Political Science

Concordia University

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