Summary
Overview
Work History
Education
Skills
Key Achivements
Timeline
Generic

SAI VISHAL KOMIRISETTY

Burnaby,BC

Summary

Goal-oriented finance professional with over 3 years of experience in the banking sector, specializing in lending and insurance sales. Proven ability to assess customer needs and present tailored solutions that enhance customer satisfaction and drive sales. Adept at building strong relationships with clients and colleagues, ensuring a seamless transition from sales to finance. Possesses a strong understanding of compliance regulations and dealership accounting practices. Recognized for exceptional customer service skills, attention to detail, and a commitment to ongoing professional development. Eager to leverage banking expertise and passion for the automotive industry in a Finance Manager role at a leading car dealership.

Overview

3
3
years of professional experience

Work History

Associate Financial Advisor

CIBC
11.2022 - 05.2024
  • Manage a portfolio of mortgage clients where the focus is on developing client relationship.
  • Using knowledge of cash management, credit, investments and Insurance to help clients meet their goals.
  • Create relationships by networking with client's families and friends to uncover opportunities and refer to appropriate partners
  • Following up with both existing and potential clients to ensure customer satisfaction and identify future opportunities.
  • Ensuring administrative processes and Confidential paperwork are handled in a timely manner and in compliance with company policy.

Financial Service Representative

CIBC
12.2021 - 11.2022
  • Understanding client's personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
  • Assisting clients with credit decisions and submitting lending deals for approval.
  • Providing tailored products and services to the clients bases on their needs.
  • Present a fully transparent payment options to the customers detailing their financing options and products.
  • Growing the network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.

Client Service Representative

CIBC
04.2021 - 12.2021
  • Accurately process day-to-day banking and finance transactions for clients, including personal and business deposits, withdrawals, transfers, and bank drafts, while ensuring 100% compliance.
  • Proactively engaging with clients and generating referrals to appropriate advisors based on the client’s banking needs.
  • Leveraging technology to deliver a memorable client experience by putting the clients first and retain business.
  • Assisting clients by responding to their questions and concerns related to their accounts and banking products.

Education

Post Baccalaureate Diploma - International Business

Thompson Rivers University
Kamloops
12.2020

Bachelor of Science - Airline and Airport Management

SNIST-Vaughn Institute of Aeronautics And Technology
Hyderabad
06.2016

Skills

  • Sales Management
  • Customer-centric insight
  • Critical thinking
  • Technical systems
  • Digital literacy
  • MS Excel
  • Problem-solving skills
  • Effective listening
  • Communication skills
  • Written communication
  • Interpersonal skills
  • Customer relationship management
  • Organizational skills
  • Time management
  • Regulatory Compliance
  • Negotiation

Key Achivements

  • Successfully implemented strategies that improved loan approval rates by 100%, enhancing customer satisfaction and fostering long-term client relationships.
  • Recognized as a top performer in the lending department, consistently exceeding monthly sales targets by an average of 20% through effective relationship management and personalized customer service.
  • Achieved increase in insurance product sales by identifying customer needs and presenting tailored coverage options during the loan process.
  • Developed and optimized lending processes that reduced loan processing time by 30%, resulting in quicker customer approvals and improved overall efficiency.

Timeline

Associate Financial Advisor

CIBC
11.2022 - 05.2024

Financial Service Representative

CIBC
12.2021 - 11.2022

Client Service Representative

CIBC
04.2021 - 12.2021

Post Baccalaureate Diploma - International Business

Thompson Rivers University

Bachelor of Science - Airline and Airport Management

SNIST-Vaughn Institute of Aeronautics And Technology

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SAI VISHAL KOMIRISETTY