Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Sadhguna Banglore

Associate Financial Advisor
Niagara Falls,ON

Summary

Financial representative with over 5 years of successful experience in leadership, team player and client engagement skills. Recognized consistently for performance excellence and contributions to success in Banking industry. Strengths in networking, market research and problem solving skills backed by education in finance and marketing.

Overview

5
5
years of professional experience
5
5
years of post-secondary education
2
2
Certifications

Work History

Associate Financial Advisor

CIBC
Niagara Falls, ON
05.2022 - Current
  • Managing a portfolio of 60milion with 100% client retention by building strong relationships with clients, fostering trust and loyalty through consistent communication and follow-up meetings.
  • Enhanced client satisfaction with portfolio management to ensure optimal asset allocation and diversification for clients investments to achieve their financial goals
  • Kept up-to-date on industry trends and market movements to provide informed guidance to clients at all times on their investments by proactively reaching them.
  • Continuously sought opportunities for professional development, attending conferences and workshops to enhance skills and knowledge as an associate financial advisor.

Financial Services Representative II

CIBC
3 2021 - 05.2022
  • Provide sound advice and exceptional experience for new and existing clients by identifying their needs, this includes new accounts, credit products, protection and investment advice and promoting all banking products and servies to create positive customer experience.
  • Ensure customer problems are handled appropriately, escalating issues when necessary
  • Responsible for proactively initiating phone calls to book appointments with clients to discuss their needs and to offer financial solutions.

Mobile Financial Service Specialist

CBC
06.2019 - 03.2021
  • Assisted customers via online chat platform and resolved their online banking inquiry such as global money transfers and setting up their online banking.
  • Contacting leads by doing outbound calls for pre-approved visa offers and referred other financial products such as PLC, Smart accounts , GIC and Investments to financial advisors.
  • Engage prospective clients in needs based sales discussion to identify sales opportunities and drive growth of banking products through exceptional client services and sales.
  • Trained, shadowed and resolved problems of new hires to team and corresponded with team members in closing sales.

Education

PGDM International Business Management

George Brown College
Toronto, ON
05.2016 - 12.2016

PGDM Sports And Event Marketing

George Brown College
Toronto, ON
05.2017 - 09.2018

Bachelor of Business Management

Davan Institute of Advance Management
01.2011 - 03.2014

Skills

Coins

undefined

Accomplishments

  • Winner of savings ambition realty campaign run by Akil for Rip, CGP and Investments 2024
  • Consistently recognized as one of top 30% on the national leader board as AFA for the year 2023 throughout.
  • Exceeded performance goals from the year started with CIBC during Annual PMM till now.


Certification

Canadian Investment Funds Course

Timeline

CSC volume 1 completed and currently enrolled in volume 2

09-2023

Associate Financial Advisor

CIBC
05.2022 - Current

Canadian Investment Funds Course

12-2020

Mobile Financial Service Specialist

CBC
06.2019 - 03.2021

PGDM Sports And Event Marketing

George Brown College
05.2017 - 09.2018

PGDM International Business Management

George Brown College
05.2016 - 12.2016

Bachelor of Business Management

Davan Institute of Advance Management
01.2011 - 03.2014

Financial Services Representative II

CIBC
3 2021 - 05.2022

Similar Profiles

CREATE PROFILE
Sadhguna BangloreAssociate Financial Advisor