Prashant Malik

• Scotiabank Best of the Best Award Winner 2021, 2022 AND 2023.
• Trended in top 10% in every quarter since joining Scotiabank in the entire Prairie Region with being No.1 in Q3 and Q4 of Fiscal Year 2022 and every quarter being in top 10% of FY 2023.
• Mentored junior advisors to enhance team performance and drive overall success within the firm & Branch C-pulse/net promoter Score leader.
• Identified financial planning needs & discussed the benefits of comprehensive financial planning with clients & assisted clients during major life events such as house purchasing, retirement planning and college funding preparations.
• Reviewed investment performance of overall portfolios, identified rebalancing needs and provided suitable recommendations aligning with client's risk tolerance, time frame and goals.
• Brought over 10 Million new money to Scotiabank by successfully signing TARI's, New deposits, and many referrals to my Partners like Small Business advisors, Private banking and Wealth management.
• Generated new business leads through extensive networking, referrals, and strategic partnerships.
• Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.

• Took proactive approach in discovering customer requirements, uncovering day to day banking needs, providing help and advice, as well as identifying sales and referral opportunities to senior financial advisors.
• Managed Approximately 30 incoming calls, emails and faxes per day from customers.
• Assisted clients for any lending needs such as mortgages, line of credit, credit cards and Overdraft protection.
• Mentored junior advisors and bank tellers, shared knowledge and expertise, and best practices to enhance team performance.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

• Increased profitability by 15% by acquiring new business and assisted clients throughout the entire sale/build cycle.
• Developed and delivered effective sales presentations to earn new business
• Met and exceeded weekly and monthly sales goals to earn commission and bonus.
• Cultivated a positive work environment through fostering teamwork, open communication channels among staff members contributing towards higher employee satisfaction and retention rates.
• Supervised and trained a team of 10 sales individuals and helped them achieve monthly sales goals.
• Assisted with recruiting, training, coaching and development of all new inside and outside salespeople.
• Analyzed customer feedback to identify areas for improvement in service delivery.

• Consistently met or exceeded weekly sales goals for home and auto insurance.
• Proactively searched for opportunities to upsell and cross-sell by educating clients on the value of different insurance products
• Assessed and restructured members' auto and home insurance policies to meet their needs.
• Solved customer problems by actively listening to understand their individual needs & offering appropriate solutions & other products/services.
• Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
• Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.

• Organized, led and coordinated the 10th Annual "Headshave for Cancer" at the University of Lethbridge. This event raised over $17,000 for the Canadian Cancer society and was hosted by Kappa Sigma Fraternity.
• Responsibilities included "

a) Coordinating with Canadian Cancer Society.

b) Coordinating and managing all volunteer activities.

c) Website Maintenance and managing social media pages for the event.

d) Acquiring Headshave Event T shirts printed for participants.

e) Acquiring a DJ to bring equipment and play music at the event.

f) Collaborating with Risk and Safety department ( ensuring waiver forms and first aid was ready for the event).

g) Aiding in Event promotion.