NEERAJ BOMMAGANI
Vancouver
Summary
Financial professional with commitment to delivering tailored financial advice and supporting clients in achieving their financial goals. Proven ability to develop and maintain client relationships through effective communication and collaborative approach. Known for adaptability and results-driven mindset, leveraging financial planning expertise and analytical skills to drive positive outcomes.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
CIBC
03.2024 - 01.2025
- Managing a portfolio of mortgage clients where the focus is on deepening the client relationship.
- Demonstrating service excellence by being visible and accessible to clients at all times and ensuring financial solutions meet client needs.
- Promoting and demonstrating the use of digital banking options such as ATM, Mobile or Online.
- Completing transactions on behalf of clients that can't be completed through digital banking options.
- Proactively selling and preparing the documentation for approval of Chequing and Savings products, lending products including mortgages, secured/unsecured lines of credit, student loans, and investment products, goal planning, and partnering with other business segments as appropriate to meet client needs.
- Resolving and/or escalating for resolution client issues and concerns to appropriate area.
- Completing after sales and service activities and recording sales sales activities in appropriate tools.
- Building and executing a daily and weekly action plan to achieve financial sales targets.
- Providing leadership to the banking centre team in the absence of Banking Centre Leader.
- Following established bank policies, procedures, guidelines, practices and required documentation, completing all the risk activities.
Universal Banker
CIBC
07.2022 - 02.2024
- Proactively engaging in discussions with walk-in and other clients to understand client's immediate financial needs while identifying opportunities to address longer term financial goals.
- Assisting clients by proposing solutions to address financial objectives such as debt management, investment and other financial goals.
- Proactively selling and preparing documentation for approval of Chequing and Savings products, lending products including mortgages, secured/unsecured lines of credit, student loans, and investment products.
- Submitting credit and loan applications to underwriter with recommendations for approval or rejection; or approving or rejecting applications within authorized limits ensuring that ensuring the credit standards of the institution are respected.
- Building and executing a daily and weekly action plan to achieve financial sales targets. This plan includes blocking time to make proactive calls, preparing for meetings, using financial planning tools to uncover and close on client needs.
- Promoting and demonstrating the use of digital banking options by introducing the client in using digital options such as ATM, Mobile or Online.
- Introducing clients to colleagues in imperial service or small business banking as appropriate to further deepen relationship and grow the business.
- Demonstrating a strong code of ethics while adhering to clients privacy policy.
Assistant manager
A&B Mini Mart
04.2020 - 06.2022
- Scheduling shifts for staff, assigning duties for staff.
- Prepare purchase orders and negotiate prices with distributors.
- Hire and train new employees
- Maintain price accuracy of goods and ensure adequate stock levels.
- Reconciliation of Lottery Statements, Cash register, and account total on daily basis.
- Maintain financial controls and implemented inventory management and control tracking.
Cashier
Mobil Gas Bar
08.2018 - 03.2020
- Operated cash register with 100%Accuracy.
- Provide outstanding customer service and ensure 100% customer satisfaction.
- Keep checkout area clean and tidy to ensure customers feel welcomed and safe.
- Opening and closing procedures.
- Stock ordering and maintenance of inventory levels.
- 18 months
Education
MBA - Finance and General
NYIT School of management
Vancouver, BC12.2019
Bachelors of Business Administration - undefined
Chaitanya Degree College
Warangal, Telangana04.2017
Intermediate - Accounting, Economics and Mathematics
JB Junior College
Warangal, Telangana04.2014
Secondary school of education - undefined
Baby Sainik High School
Warangal, Telangana04.2012
Skills
- Customer Relationship Management
- Business strategy
- Teamwork
- MS office
- Unbiased
- Problem solving
Achievements
CIFC (Canadian investment funds) certificate.
Certification
Canadian Investment Funds Course - IFSE 06/2022.
Personal Financial Services Advice - CSC 2024
Timeline
Associate Financial Advisor
CIBC
03.2024 - 01.2025
Universal Banker
CIBC
07.2022 - 02.2024
Assistant manager
A&B Mini Mart
04.2020 - 06.2022
Cashier
Mobil Gas Bar
08.2018 - 03.2020
Bachelors of Business Administration - undefined
Chaitanya Degree College
Intermediate - Accounting, Economics and Mathematics
JB Junior College
Secondary school of education - undefined
Baby Sainik High School
MBA - Finance and General
NYIT School of management
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