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.
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.
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.
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.
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
Managed portfolios of clients with optimal customer service, customer retention, and referral programs.
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.
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.
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.
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
Third Degree Physical Fitness Coaching Degree
Don 2 – Black Belt in High Full Contact Martial Arts
Semi Professional Boxing, Tennis, Squash, Swimming, and Horse Riding