Neena Gill
Calgary,AB
Summary
Dynamic Business Development and Advisory Expert with 10+ years of partnering with entrepreneurs and SMEs to fuel growth and competitiveness in Canada and Australia. Adept at leading full client journeys—from first contact through high-impact delivery—by uncovering business challenges, proposing strategic solutions, and cultivating enduring relationships. Recognized for consistently exceeding sales targets, driving operational excellence, and innovating to support client success in diverse industries.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Premier Banking Manager
HSBC
Sydney, Australia
11.2023 - 05.2025
- Championed relationship management for high-net-worth and SME clients, uncovering business goals and delivering tailored advisory strategies to maximize business impact and loyalty.
- Increased portfolio value and client acquisition by 25%+ through strategic insights, consultative sales, and personalized solution design.
- Led seamless collaboration with internal wealth, lending, and compliance teams to deliver cross-functional solutions addressing complex client needs.
- Delivered clear, actionable proposals and managed all aspects of regulatory standards, supporting client success and risk mitigation.
- Acted as a trusted advisor to business owners and entrepreneurs, consistently providing value beyond standard banking relationships.
- Maintained a consistent track record of achieving and exceeding performance targets, continuously delivering high-quality advisory service and measurable outcomes for diverse clients throughout the tenure.
Independent Senior Mortgage Broker
Enrich Mortgage Group
Calgary, Canada
04.2022 - 10.2023
- Drove business growth by sourcing, structuring, and delivering complex credit solutions for a diverse range of SMEs, entrepreneurs, and individuals, including multi-property and large-scale commercial financing, bridging, and mezzanine loans.
- Acted as a trusted advisor, collaborating with over 10+ accredited lenders and leveraging a network of 300+ broker partnerships to secure customized financing strategies that surpassed standard banking channels.
- Spearheaded innovative approaches to credit structuring, cross-collateralization, and private debt placement, ensuring optimal outcomes for clients with sophisticated business needs.
- Provided end-to-end client support—from diagnostics and solution design to settlement and ongoing portfolio reviews—resulting in strong client retention and business referrals.
- Advised SME owners and entrepreneurs on risk mitigation, credit protection policies, and integrated insurance solutions (life, disability, critical illness), enhancing holistic financial security and regulatory compliance.
- Delivered best-in-class service by integrating CRM (Salesforce) processes to track client journeys, segment portfolios, monitor compliance, and facilitate successful business development outcomes.
Operations & Business Development Manager
Smart Clinic
Calgary, Canada
06.2020 - 12.2022
- Spearheaded business growth through innovative marketing and partnership initiatives, boosting the client base by 30% year-over-year.
- Developed and nurtured key stakeholder relationships, unlocking new growth opportunities and strategic alliances within the medical and corporate sectors.
- Implemented data-driven operational strategies that enhanced efficiency by 25%, supporting sustainable business expansion and service delivery.
- Designed and launched targeted staff training programs, resulting in improved client retention rates and a 20% increase in annual revenue.
- Conducted ongoing market analysis to proactively identify service trends, enabling rapid business adaptation and future-proofing operational plans.
- Secured partnership agreements with medical suppliers and corporate clients, expanding service offerings and cementing consistent multi-year revenue growth.
Independent Senior Financial & Insurance Advisor
DFSIN
Calgary, Canada
06.2020 - 12.2022
- Advised a portfolio of HNW individual and small business owners on personalized investment, retirement, and capital protection strategies.
- Provided expert advice on complex investment planning and capital protection strategies, adapting recommendation to evolving market conditions and client objectives.
- Ensured full regulatory compliance while advising on a broad range of account types, supporting seamless client onboarding and ongoing relationship management.
- Delivered tailored fixed income solutions, including insured annuities, term deposits, syndicated loans, and income generating funds, aligned with market conditions and client objectives.
- Utilized Salesforce CRM for pipeline tracking, client segmentation, portfolio activity logs, and reporting to support relationship deepening and compliance.
- Maintained accurate client records and supported operational workflows using CRM systems, ensuring seamless transaction processing and compliance with industry standards.
Senior Financial Advisor
ATB Financial - TD Canada Trust
Calgary, Canada
03.2014 - 05.2020
- Managed and expanded a portfolio of affluent retail and business clients with a focus on income planning, fixed income, and structured product solutions.
- Surpassed real estate lending targets by 132% through exceptional sales acumen and market understanding.
- Achieved 100% compliance rate, demonstrating comprehensive knowledge of financial regulations.
- Led portfolio construction strategy sessions, assessing income goals, duration risk, and product performance to align with client objectives and interest rate outlook.
- Conducted education initiatives enhancing client literacy on income products, ETFs and long-term investment planning.
- Utilized CRM systems to track lead conversions, streamline client interactions, and coordinate with internal credit and investment teams for cross-sell opportunities.
Financial Advisor
First Calgary Financial
Calgary, Canada
02.2008 - 10.2014
- Managed diverse client portfolios, including Qtrade accounts and managed funds, aligning with risk profiles and goals.
- Ensured end-to-end compliance with financial advice, product disclosures, and suitability frameworks.
- Surpassed home loan and business lending targets by 132%, demonstrating exceptional sales acumen.
- Provided Investment and lending solutions to individual and business clients with an emphasis on income generation and capital preservation.
- Facilitated workshops and client education sessions on long-term investing and structured deposits, enhancing client engagement.
- Conducted periodic market reviews and client check-ins to proactively adjust portfolios in line with evolving economic and interest rate trends.
Education
Certified International Wealth Manager (CIWM) -
CSC
CanadaMaster of Financial Planning -
Kaplan
AustraliaBachelor Degree (4 Years) Canada Equivalency | WES - Graduate Diploma Of Financial Planning
Kaplan
Australia Skills
- Business development and advisory services
- Strategic account management
- Sales excellence and client engagement
- Cross-functional collaboration
- High-impact communication and negotiation
- CRM mastery (Salesforce)
- Regulatory compliance
- Market intelligence and financial analysis
- Solution delivery
Accomplishments
- Grew SME and high-net-worth portfolios by 25%+ by strategically building new business opportunities and nurturing lasting client partnerships.
- Outperformed sales and lending targets by 130%+, demonstrating proven business acumen and a talent for creating measurable impact.
- Expertly managed the full client lifecycle for complex financial and advisory solutions, driving satisfaction, retention, and long-term business growth.
Projects
Investigation and Fraud Specialist | Sydney 01/2025 to 05/2025
- Led thorough investigations of suspected financial fraud and compliance violations, guaranteeing consistent alignment with AFCA regulatory requirements and supporting business integrity.
- Analyzed complex case files and transaction histories, preparing formal documentation that enabled accurate, successful dispute resolutions and enhanced risk controls.
- Collaborated across multi-disciplinary teams to enhance fraud detection protocols and overall operational security, improving institutional safeguards for clients and business stakeholders.
Digital Marketing - Project Manager
Calgary, 03/2-21 to 06/2023
- Orchestrated over 50 digital marketing campaigns for businesses in medical, accounting, and real estate sectors, driving notable improvements in brand visibility and lead generation.
- Led a 10-member project team through full-cycle digital transformations—including website refresh, SEO/SEM optimization, and multi-channel social media rollouts—which delivered measurable increases in engagement and conversions.
- Leveraged advanced Excel tracking and analytics tools to monitor campaign KPIs, optimize lead pipeline efficiency, and drive consistent growth in digital performance across three distinct industry verticals.
Languages
English
Native/ Bilingual
Punjabi
Professional
Hindi
Professional
Certification
Mortgage Associate License | RECA
Full Insurance Certificate | Alberta insurance Council
Mutual Funds Certificate | IFSE Institute
References
References available upon request.
Timeline
Premier Banking Manager
HSBC
11.2023 - 05.2025
Independent Senior Mortgage Broker
Enrich Mortgage Group
04.2022 - 10.2023
Operations & Business Development Manager
Smart Clinic
06.2020 - 12.2022
Independent Senior Financial & Insurance Advisor
DFSIN
06.2020 - 12.2022
Senior Financial Advisor
ATB Financial - TD Canada Trust
03.2014 - 05.2020
Financial Advisor
First Calgary Financial
02.2008 - 10.2014
Certified International Wealth Manager (CIWM) -
CSC
Master of Financial Planning -
Kaplan
Bachelor Degree (4 Years) Canada Equivalency | WES - Graduate Diploma Of Financial Planning
Kaplan