Rish Sapra
Brampton,ON
Summary
Dynamic professional with a proven track record in wealth management and automotive sales, notably at Signature Cars (Arora Auto Group). Excelled in building client trust through meticulous follow-ups and strategic financial planning. Skilled in retirement planning and proficient with PBS CRM and Salesforce, demonstrating resilience under pressure. Achieved significant customer satisfaction and financial stability for clients.
Overview
10
10
years of professional experience
Work History
Automotive Sales Consultant
Signature Cars (Arora Auto Group)
07.2024 - Current
- Achieved high levels of customer satisfaction through consistent follow-ups post-sale to address any questions or concerns.
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
- Negotiated purchase prices and explained sales, warranty, and optional products.
Financial Planner
Scotiabank
09.2023 - 09.2024
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
Investment & Retirement Financial Planner
Royal Bank of Canada, RBC
09.2021 - 08.2023
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Navigated complex regulatory requirements, ensuring full compliance throughout all aspects of the financial planning process.
- Managed sensitive client information with utmost discretion, building trust among existing and prospective clientele alike.
Financial Advisor
CIBC
10.2014 - 08.2021
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Assisted clients with budgeting and cash flow management.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
Personal Financial Planner (PFP Designation)
Canadian Securities Institute
02-2024
Fitness & Health Promotion
Humber College
Toronto, None04-2016
Skills
- Resilience Under Pressure
- Automotive Industry Knowledge
- Follow-up Techniques
- Cold-calling
- Proficient with PBS CRM
- Wealth Management
- Retirement planning
Languages
Hindi
Full Professional
Punjabi
Full Professional
Accomplishments
- Was a part of a record breaking sales team and achieved monthly sales awards in first month of working in automotive
- Sold 13 cars in the first month of in the job
- High Grossing profit per car and high warranty/product selling
- Managed and invested $12 million in assets as an investment planner in year one
Timeline
Automotive Sales Consultant
Signature Cars (Arora Auto Group)
07.2024 - Current
Financial Planner
Scotiabank
09.2023 - 09.2024
Investment & Retirement Financial Planner
Royal Bank of Canada, RBC
09.2021 - 08.2023
Financial Advisor
CIBC
10.2014 - 08.2021
Personal Financial Planner (PFP Designation)
Canadian Securities Institute
Fitness & Health Promotion
Humber College
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