Highly dedicated team leader with over 20 years of combined experience in banking and sales management. Proven track record of successfully leading teams to achieve exceptional results. Skilled in developing and implementing strategies to drive revenue growth and improve customer satisfaction. Adept at building strong relationships with clients and motivating teams to exceed targets.
-Lead a team of high performing financial services to deliver excellent customer service and personalized advice
- Hire ,develop and coach my team, inspire them to perform their best
-Completing pre-briefs, de-briefs and JCM making sure we are putting value on every client meeting
-Monitor the Banking Center Results and put an action plan into place to close any gabs
- complete weekly and monthly review with team t make sure we are achieving our targets
-Manage and minimize risk to save guard our bank, by reviewing regularly our PBB Operational Excellent Dashboards
-Leading a high performance AFA/FSA team, with proven records in managing high networth portfolios & cultivating relationships
with affluent clients.
-Coaching and developing AFA team to achieve operational excellence & consistently exceed wealth management targets.
-Motivating the team towards challenging goals, enabling AFAs to stretch their capabilities and discover their full potentials.
-Empowering team members with a wide range of product knowledge, from investment advisory to custom tailored wealth planning.
-Building a customer focus banking environment with the highest standards of productivity, innovation and professionalism.
-Provided strategic advices on banking solutions to improve the
overall customer experience and financial confidence.
-Offered personalized investment solutions based on in-depth understanding of customer's and small businesses needs.
-Participated in the decision making process of the customer financial affairs with multi-faceted, dynamic approaches.
-Developed a high networth portfolio consists of mutual funds, mortgages, secured credits, and wealth protection.
-Delivered optimal customer experience with financial knowledge, goodwill, and integrity.
-Facilitated internal audits and prepared detailed reports on findings
-Participated in billing and collections operations to facilitate client payment of overdue invoices.
-Coordinated, managed and implemented auditing projects and prepared for evaluation
-Gathered and analyzed financial data to determine improvement efforts.
-Engaged and interacted with customers in a friendly and professional manners
People Leadership Team Mentoring
Performance Management
Client Relationship Development
Branch Administrations Problem Resolution
Work Planning and Prioritization
Purpose Award 1000 for Q1 2023
Purpose Award 1000 for Q2 2021
Top Performer in National Leaderboard for Leaders (2018 – 2019)
120 Day Recognition Program GTA West - Ontario Market Winner (2017)
Q2 Quarterly Achiever (2016)
Annual Achiever (2013)
Q4 Quarterly Achiever (2010)