Summary
Overview
Work History
Education
Skills
Relevantskillsandaccomplishments
Languages
Certification
Accomplishments
Work Availability
Affiliations
Timeline
Generic
NITIN SETH

NITIN SETH

Toronto,Ontario

Summary

10+ years’ Business to Client Service Sales and Relationship Management Experience in Financial Services Sector. Proven experience of tailoring financial services products and investments to client’s needs.


Licenses & Courses - Mutual Funds License in good standing and pursuing PFP/CFP courses.


Ability to provide winning ‘Client Service’ by lobbying and engaging to uncover & satisfy their needs. Resourceful, Organized and Target-driven with well-developed communication and interpersonal skills with ability to actively listen and build rapport. . Multilingual in English, Punjabi, Hindi, Urdu and Spanish.



Overview

7
7
years of professional experience
9
9
years of post-secondary education
1
1
Certification

Work History

Freelance Finance & Business Coach

N.America & ROW
01.2022 - Current
  • Assisting businesses and ultra high net worth clients with their financial goals and objectives, business strategies and leveraging after undertaking a deep operational and payment analysis.
  • Recommending optimum cost-effective and payment strategies to streamline the business and maximize operational efficiency

Sr. Investment Specialist

Scotiabank
01.2018 - 01.2022
  • Assisted and advised clients in choosing suitable investments and mutual funds for their goals and objectives as per their risk tolerance, return timelines and investment goals with a needs analysis approach.
  • Built rapport/relationship with consistent follow-up and after sales service leading to referral conversion ratio of 7/10 clients.
  • Handled both inbound and outbound calls for existing and prospective clients to service their needs and recommend the right investments by way of RRSP, TFSA, RESP, GIC & Mutual Funds - Complimented by Management for best Communication Skills, NPS and Sales in team in a quarter
  • Reviewing payment options and analysis
  • Received and resolved phone calls, emails/chats, written correspondence on inquiries as to legislation, rules, process and procedures for all types of registered products offered (RRSP,RRIF,RESP, RLIF, LIRA, TFSA, etc).
  • Overseeing daily functions regarding customer accounts
  • Also assisted Scotia Itrade/Wealth division for client securities and stock trades in the latter part of my tenure

Financial Services Representative

CIBC
05.2017 - 12.2017
  • Lobbied and Engaged Clients to open accounts, upsell and cross-sell lines of credit, credit cards and other banking solutions
  • Attained the "Top Performer" status in first quarter with record number of bank accounts opened and cards sold
  • Uncovered and promoted forex currency and cards
  • Liaised and co-ordinated with teams across all terminals for inventory and stock management, account and payroll balancing
  • Assisted in other admin duties and locker operation


Member Service Specialist

Teleperformance
  • Signed up new clients and retained existing clients through retention offers and new promotions

Career & Business Coach

  • Coaching and Mentoring Newcomers and Jobseekers on their Job Search and Interview Strategies

Retail Sales Associate/Cashier

Metro
  • Greeted clients and engaged them to sign up for Metro Air Miles Card

Senior International Sales and Marketing Manager

ABN Enterprises
  • Generated leads through participation in trade shows and attained a high conversion ratio of 7/10 clients

International Telemarketing Executive

Intelenet
  • Managed and controlled credit for Intelenet’s Real Estate clients in UK

International Sales and Marketing Executive

Scholastic International IT Support Centre
  • Made international calls to schools and libraries in different continents to sign up for Scholastic products and place book orders

Financial Advisor

Cheque Centres
  • Identified client’s financial needs and goals and matching it up by selling financial instruments

Education

MBA -

IFSE (Life License Qualification) & OTL
05.2019 - 05.2020

Sales And Marketing Connections -

Access Employment, Canada
01.2016 - 05.2017

MBA in International Business - undefined

University of Newcastle upon Tyne
01.2005 - 05.2007

BA (Hons) in Business and Marketing Management - undefined

Oxford Brookes University
01.2001 - 05.2005

Skills

Operations Management

Relevantskillsandaccomplishments

Generated Leads through participation in trade shows and attained a high conversion ratio of 7/10 clients, helped company generate revenue in excess of $20,000 in a particular quarter, Exceeded Monthly Sales Target in first month with Scholastic by signing up 5 new institutional a/c, Rewarded by Banks for Client Referrals and New Accounts – 10 clients in 3 months, Developed and Diversified business of ABN Enterprises single-handedly from Fashion to CPG, Awarded ‘Best Sales and Customer Service Rep’ by Next Retail for delivering best in-store service, Complemented and rewarded by management of Intelenet for persuading the clients (tenants) to pay their o/s rent with a significant sum of $4000 at once., Networked Effectively for Business Expansion - Attended networking events, B2B meetings and summits, trade shows to build a strong network of clients and relationships leading to new orders and easing business transition from Fashion to CPG. Helped business grow by 10% within first quarter, Built credibility and relationship by effective communication and consistent follow-up helping me to negotiate and close deals with premier US retail brands – Anthropology, Sears, Walmart., Maintained a weekly follow-up with the team for lead conversion and sales targets, training and monitoring staff on quarterly basis, Boosted sales by leading and motivating team members to achieve set targets through performance based incentives and other rewards and recognition schemes, Leadership and People Empowerment Skills – Also Volunteered as a Career Advisor with CAMP (Canadian Association of Marketing Professionals) assisting newcomers and jobseekers with soft skills, people skills, job-search and interview process to succeed in the Canadian labor market

Languages

English
Bilingual or Proficient (C2)
Spanish
Intermediate (B1)
Hindi
Bilingual or Proficient (C2)
Punjabi
Bilingual or Proficient (C2)
Urdu
Bilingual or Proficient (C2)

Certification

CSC & IFC

Accomplishments

  • Supervised team of 7 staff members.
  • Resolved product issues through educating clients on self-serve and digital education and by simplifying concepts and topics
  • Achieved Investment Targets through effectively building personalized relationships and putting client's interests first along with efficient team work and compliance
  • Achieved Highest NPS by resolving and completing client cases with accuracy and efficiency.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations

  • ICBC
  • FSCO
  • FSRA
  • CSC

Timeline

Freelance Finance & Business Coach

N.America & ROW
01.2022 - Current

CSC & IFC

01-2022

MBA -

IFSE (Life License Qualification) & OTL
05.2019 - 05.2020

Sr. Investment Specialist

Scotiabank
01.2018 - 01.2022

Financial Services Representative

CIBC
05.2017 - 12.2017

Sales And Marketing Connections -

Access Employment, Canada
01.2016 - 05.2017

MBA in International Business - undefined

University of Newcastle upon Tyne
01.2005 - 05.2007

BA (Hons) in Business and Marketing Management - undefined

Oxford Brookes University
01.2001 - 05.2005

Member Service Specialist

Teleperformance

Career & Business Coach

Retail Sales Associate/Cashier

Metro

Senior International Sales and Marketing Manager

ABN Enterprises

International Telemarketing Executive

Intelenet

International Sales and Marketing Executive

Scholastic International IT Support Centre

Financial Advisor

Cheque Centres

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NITIN SETH