Summary
Overview
Work History
Education
Skills
Languages
Certification
Additional Information
Timeline
Generic
MIR MEHDI NODJOUMI

MIR MEHDI NODJOUMI

North Vancouver,BC

Summary

Accomplished Financial Advisor at World Financial Group, adept in relationship management and strategic financial planning. Leveraged adaptability and ethical business practices to enhance client portfolios and achieve significant market growth. Expert in negotiations and team leadership, consistently driving sales and customer satisfaction.

Overview

22
22
years of professional experience

Work History

Financial Advisor

World Financial Group (WFG)
06.2018 - 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.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Founding Team Member

UFC Gym
07.2018 - 12.2018

Have been involved in starting, and setting up the new gym from the start including getting the first members on board. Continuously built new relationships with potential members across North Shore Vancouver, to offer them exclusive founding membership plans through face-to-face meetings aligned with the valuable training; relate, discovery, advice, and commitment with businesses, objection handling, negotiation, and sales closing skills. As a founding team, I’ve been involved in setting up and organizing pre-launch event, and in promoting and setting up memberships for our members awaiting the actual opening.

Business Advisor for Telus

The Acquisition Group
05.2018 - 07.2018

Continuously build relationships with small businesses across BC to offer them exclusive business plans and services for businesses through face-to-face meetings aligned with the valuable training; relate, discovery,advice, and commitment with businesses, objection handling, negotiation, and sales closing skills.

Customer Service Representative Level 2

CIBC Canadian Imperial Bank of Commerce
02.2018 - 05.2018

Fulfilling the banking needs of personal and commercial customers, proactively identifying, discussing, and customer needs towards service and sales opportunity fulfillments. Ensuring compliance and adherence to Bank policies and procedure, as well as, assist with branch administration and operations through completion of assigned tasks to ensure an effectively and efficiently operating branch with optimum customer experience approach.

Marketing and Sales Manager, 24% Shareholder

Jahan Arta Iranian International Co. Ltd
10.2014 - 12.2017


Extensive Customer Relation Management; managed and trained a team of sales representatives for an optimum customer experience, customer retention and effective sales approaches; created a CRM program

for the company.

Member of the board of directors, Managing Director and 24% shareholder Mar 2012 – Oct 2014

Member of the board of directors, Managing Director and 50% shareholder May 2010 – Mar 2012

Insurance Manager

Nodjoumi Insurance Services
05.2010 - 12.2014

Managed portfolios of clients with optimal customer service, customer retention, and referral programs.

Account Executive for Commercial General Insurance

Nexus Insurance Brokers
07.2007 - 07.2013

Dealt with many clients daily and retained a vast portfolio of loyal clients while attracting new clients through referrals, cold calling, and face-to-face meetings.

Continuously engaged extensive market research and report.

Deputy Managing Director and 20% Shareholder

Asanbor Diamond Cutting Tools Manufacturing Co
03.2003 - 02.2011

Involved in producing the bond from raw materials, and preparing for cold-pressing and hot-pressing to produce diamond segments. Continuously approached customers, collected information, their feedback, and served them with professional and technical after sales services and made suitable adjustments accordingly.

English Translator (Capital Market/Investment)

Bank Melli Iran Investment Co
09.2007 - 06.2008

Translated important official Capital Market documents from Persian to English and Vice Versa; approached different organizations, companies, ministries, and government offices as a representative of the company to gather information for planning and executing new investment strategies.

Education

Executive Master Of Business Administration (MBA) - Concentration in Business Integration

Julius-Maximilians- University Of Wuerzburg
Wuerzburg, Bavaria, Germany
2010

Bachelors In Business Administration - Business Management

Islamic Azad University
Tehran, Iran
2006

Bachelors Of Business Administration - Business Management

American University of Asia – AUA
Sharjah, UAE

Skills

Personal Skills: Ability to Multi-task, Flexibility, Adaptability, Ethical Business, Decisive, Team Player, Communicative, idea initiator, Creativity, Thorough, Quality Result Oriented, Great with calculations and numbers, Eye for detail, Initiative, Communication and Public Relation Skills

Aptitudes: Team Building, People Management, Closing Sales, Negotiations, Time Management

Leadership Attributes: Driven to succeed and excel, Customer Focused Sales Attitude, Organization building, Innovative thoughts and solutions, Excellent Cash handling, Team Management & Mentoring, Tactical Planning, Sales Target Management, Investment Advisory, High-Impact Presentation, Customer Experience Management, Retention Management, Team Building & Leadership, Risk Management, Brand Awareness, Investment Growth Management, Relationship Management, Budget Preparation & Management, Integrated Sales & Marketing Plans, Strategy Planning, Public Relations

Personal values: To be a highly ethical, admired, respected, and competitive business professional with strong leadership, empowerment, efficiency, multi-tasking, and effective communication skills

Languages

English
Native or Bilingual
Persian
Native or Bilingual
Gujarati
Limited Working
Hindi
Limited Working
Urdu
Limited Working
Arabic
Elementary

Certification

Third Degree Physical Fitness Coaching Degree

Don 2 – Black Belt in High Full Contact Martial Arts

Additional Information

Semi Professional Boxing, Tennis, Squash, Swimming, and Horse Riding

Timeline

Founding Team Member

UFC Gym
07.2018 - 12.2018

Financial Advisor

World Financial Group (WFG)
06.2018 - Current

Business Advisor for Telus

The Acquisition Group
05.2018 - 07.2018

Customer Service Representative Level 2

CIBC Canadian Imperial Bank of Commerce
02.2018 - 05.2018

Marketing and Sales Manager, 24% Shareholder

Jahan Arta Iranian International Co. Ltd
10.2014 - 12.2017

Insurance Manager

Nodjoumi Insurance Services
05.2010 - 12.2014

English Translator (Capital Market/Investment)

Bank Melli Iran Investment Co
09.2007 - 06.2008

Account Executive for Commercial General Insurance

Nexus Insurance Brokers
07.2007 - 07.2013

Deputy Managing Director and 20% Shareholder

Asanbor Diamond Cutting Tools Manufacturing Co
03.2003 - 02.2011

Executive Master Of Business Administration (MBA) - Concentration in Business Integration

Julius-Maximilians- University Of Wuerzburg

Bachelors In Business Administration - Business Management

Islamic Azad University

Bachelors Of Business Administration - Business Management

American University of Asia – AUA
MIR MEHDI NODJOUMI