Muhammad Azam Malik
Courtice,ON
Summary
To learn, strive and succeed in professional life thereby making a difference at workplace and in the world.
Overview
13
13
years of professional experience
Work History
Investment Representative DI
TD Bank
Markham, Ontario
08.2022 - Current
- Provide inbound support to customers, and respond promptly to customer inquiries about investment accounts and security holdings.
- Articulate the value of stocks, bonds, mutual funds, and ETFs, and educate clients on the benefits of each.
- Identify opportunities, Market trends to grow the business and educate clients on investment strategies, products, and services.
- Maintain records of client accounts, transactions, and contact information for DI and ET clients.
- Utilize various software and tools to streamline processes and optimize performance.
- Utilize advanced technical skills and expertise to troubleshoot complex problems, and implement solutions.
- Work with cross-functional teams and Complying with the banking industry Code of Conduct.
- Well trained and worked for cross functional teams like, Easy Trade client support, Digital Enablement support for clients and wealth advice Colleagues, and WIC support for internal Colleagues.
FS Supervisor
Shoppers Drug Mart
Toronto, ON
12.2017 - 08.2022
- Developing strong relationships with store personnel, and providing exceptional customer service.
- Good hands-on MMS retail merchandising and EPOS retail accounting software.
- Building and maintaining displays of promotional and sales items.
- Use of RF scanner for receiving, inventory counting, stocking, damages, and for different purposes, along with MMS work.
- Followed instructions for tagging, rotating, and shelving products.
- Complete cashier duties, supervise, and work on EPOS for cash management and cash reconciliation.
Client Service Executive
M Communications (PVT) LTD
Islamabad, Pakistan
04.2014 - 11.2016
- Identify, develop, and maintain relations with potential clients to drive billed revenue for attaining set revenue targets.
- Receives client briefings and analyzes input from the client, along with background knowledge, research, and field feedback.
- Coordinates and authorizes quotations for client approval, and assists in the preparation of client invoices.
- Provides creative, production, media, public relations, and interactive department personnel with well-documented input, support data, and production materials as required.
- Ensures prompt collection of account receivables, and ensures deadlines don’t exceed given limits.
- Writes client contact reports, reviews important developments with the Director of Client Services, and the CEO.
Senior Administrative Assistant
Partners in Sustainable Development (PSD)
Islamabad, Pakistan
01.2013 - 04.2014
- Sort and distribute incoming mail in all departments within the organization, and dispatch outgoing mail.
- File papers, documents of employees, and office records.
- Update employees' attendance, leave records, and payroll.
- Oversee all aspects of office inventory and the maintenance of inventory.
- Scheduling of appointments and meetings.
- Attend meetings, record highlights of the meeting, and time.
- Prepare and distribute correspondence.
Education
Diploma - Finance
George Brown College
Toronto, ONBBA - Business Administration
University of Lahore
Islamabad, PakistanSkills
- Banking
- Wealth management
- Investment strategies
- CRM software
- Business development
- Administration
- Merchandising
- Client Servicing
- Problem solving
- Effective communication
Software Skills
Integrated Desktop
Full Professional
Wealth Desktop
Full Professional
RPD
Professional
Baycom
Professional
MS office
Full Professional
EPOS,MMS
Professional
Sage 300, QB, INSYNC
Limited
Professional Trainings and Achievements
TD Bank:
Digital Enablement (DE)2022, training to assist wealth advice clients and colleagues
Easy Trade(ET)2023, training to assist ET clients
Wealth Information Centre(WIC)2025, training to give support to colleagues for WIC related inquiries
Others:
Awarded with promotion in M Communications company
Awarded with promotion in Shoppers Drug Mart Inc
Language Skills
English, Urdu, Punjabi, Hindi, Arabic
Hobbies and Interests
- Traveling & Adventures
- Sports & Fitness
References
References available upon request.
Timeline
Investment Representative DI
TD Bank
08.2022 - Current
FS Supervisor
Shoppers Drug Mart
12.2017 - 08.2022
Client Service Executive
M Communications (PVT) LTD
04.2014 - 11.2016
Senior Administrative Assistant
Partners in Sustainable Development (PSD)
01.2013 - 04.2014
Diploma - Finance
George Brown College
BBA - Business Administration
University of Lahore