Pragati Shrivastav
Financial Advisor/ Management
Victoria,BC
Summary
Dynamic financial services professional with 7+ years of experience in sales, customer service, and providing financial advice. Progressed from Financial Service Representative to Branch Manager, demonstrating a strong track record of managing client portfolios, client acquisition, revenue growth, and team leadership. Licensed Mortgage Advisor (BC) with expertise in lending, wealth solutions, and relationship management, committed to delivering personalized financial advice and exceptional client experiences.
Overview
7
7
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Branch Manager & Lending Specialist
EasyFinancial Services
03.2021 - Current
- Lead branch operations while driving sales growth and revenue targets.
- Provide personalized lending and mortgage advice, managing a portfolio of client accounts to ensure long-term financial success.
- Achieved 25% increase in branch sales through strategic client acquisition, portfolio growth, and referral programs.
- Foster strong customer relationships, ensuring high satisfaction and repeat business.
- Maintain 100% compliance in regulatory audits.
- Mentor staff to improve sales techniques, portfolio management, and customer service quality.
Financial Service Representative
EasyFinancial Services
07.2018 - 03.2021
- Delivered exceptional customer service and financial advice, managing a portfolio of clients to optimize their lending and financial outcomes.
- Promoted cross-selling of lending products, consistently exceeding sales targets.
- Built strong client relationships, generating repeat business, and referrals.
- Assisted with compliance, reporting, and support for branch sales initiatives.
- Recognized as a top-performing FSR regionally for portfolio growth, sales, and client satisfaction.
- Trained and supported sales associates as to improve customer satisfaction..
Education
Post-Degree Diploma - Human Resources Management
Camosun College
Victoria, BC06.2019
Bachelor of Arts and Bachelor of Laws - BA & LL.B
University of Rajasthan, Five-Year Law College
Jaipur, Rajasthan, India06.2015
Skills
- Financial Advice & Retirement Guidance
- Mortgage & Lending Expertise
- Wealth & Investment Strategies
- Portfolio Management & Growth
- Sales & Revenue Growth
- Client Relationship Management
- Customer Service Excellence
- Risk & Compliance Management
- Team Leadership & Coaching
Certification
BC Mortgage Broker Licence BC Financial Services Authority (BCFSA) (2024-08 - Present)
Accomplishments
- Promoted to Branch Manager due to exceptional portfolio management, sales performance, and client service excellence.
- Grew client portfolio by actively managing accounts and developing strong client relationships.
- Maintained 100% compliance audit scores for multiple consecutive years.
- Recognized as a top performer for portfolio growth, sales, customer service, and team leadership.
Timeline
IFIC Certification- In Progress
09-2025
Branch Manager & Lending Specialist
EasyFinancial Services
03.2021 - Current
Financial Service Representative
EasyFinancial Services
07.2018 - 03.2021
Post-Degree Diploma - Human Resources Management
Camosun College
Bachelor of Arts and Bachelor of Laws - BA & LL.B
University of Rajasthan, Five-Year Law College
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