Preet Grewal

• Ensure business development towards better performance and more pronounced profit-making through collection and analysis of diverse data on sports companies within Ontario
• Target potential Ontario clients/partners via email, phone, and social networks to establish rapport, develop proposals, and negotiate contracts and deals
• Develop strategies and positions by studying integration of new ventures with company strategies and operations; examining risks and potentials, as well as estimating partners' needs and goals
• Attend extensive training meetings on prospecting, products, client development, and sales process techniques

• Utilize consultative sales skills to foster relationships with branch clients and provide a range of financial services including secured/unsecured personal loans and secured credit cards
• Coordinate daily cash reconciliation in high-volume branch
• Maintain a pipeline of leads; cold and warm called 40+ potential clients on a daily basis, with a closing rate of 15% to 20%
• Perform daily accounts receivable activities to resolve branch's delinquent accounts; generated an average of $200,000 in monthly delinquent debt resolutions through diverse collections strategies
• Analyze client credit reports and other financial statements in order to perform risk assessments and make sound credit decisions
• Consistently exceeded department performance metrics and KPIs; finished at the top 10th percentile of FSRs for sales performance in the 2018 fiscal year

-Grew portfolio of 1000 high net worth clients by over 15% within 6 months by demonstrating exceptional client retention, marketing and sales skills. Consistently exceeded all key performance indicators and metrics

-Client Engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.

-Relationship Building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.

-Business Development – Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share

-Leveraging Technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

• Provide exceptional client experience for new and existing CIBC personal banking clients while identifying financial needs through CIBC financial tools
• Perform a thorough client profile analysis and recommend suitable financial solutions ranging from mortgages, lines of credits and personal loans, to investments such as registered/non-registered GICs, RRSPs and TFSAs
• Work as part of a team to ensure client is receiving the most accurate financial advise and warm transfer to colleagues in appropriate departments as needed
• Has consistently demonstrated a strong focus on providing outstanding customer service and going above-and-beyond during each client interaction, which has led to hundreds of positive feedback surveys from clients
• Exceeded all department KPIs during the last quarter (Q2) and beat quarterly sales target by 15%+

- Handles inbound calls from clients and ensured inquiries or complaints were rectified professionally and efficiently

- Work to develop network by identifying and pursuing new/existing leads and building rapport with clients in order to negotiate business deals and contracts

- Monitor weekly sales to write reports for senior leadership and streamline operational processes

- Use Microsoft Word and Excel to maintain company database with essential account and sales information; developed efficient Microsoft Word database for forms, letters and documents, which decreased production time by 20%