Sajeesh varghese
Edmonton
Summary
Results-driven banking professional with expertise in financial advising and client relationship management.
Overview
9
9
years of professional experience
Work History
Senior Customer Experience Associate
Scotiabank
06.2024 - Current
- Acting as a lobby leader; ensuring customers are appropriately triaged and/or assisted
- Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities, including opening day-to-day accounts, fulfilling pre-approved credit opportunities.
- Nurturing rich, long-standing relationships
- Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs.
- Build strong customer relationships and deliver excellent customer service
- Uncover and solve customers’ needs
- Explain complicated concepts simply
- Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
- Demonstrate an eagerness to learn and determination to succeed
Financial Advisor
National Bank of Dubai/EmiratesNBD
10.2016 - 10.2023
- Provide tailored financial advice and solutions to clients based on their individual financial goals and needs.
- Build and maintain strong client relationships through effective communication and regular reviews.
- Offer a comprehensive range of financial products and services, including banking, investment, and insurance solutions.
- Stay informed about market trends, economic developments, and regulatory changes to provide informed recommendations.
- Meet sales targets and performance metrics while adhering to compliance and regulatory requirements.
Education
Bachelor of Commerce -
Guru Ghasidas Viswavidyalaya University
01.2008
Skills
- Sales
- Service skill
- Leadership
- Flexible schedule
- Financial advice
- Product Knowledge
- Strong technical skills
- Previous banking experience
- Problem Solving
Languages
English
Hindi
Timeline
Senior Customer Experience Associate
Scotiabank
06.2024 - Current
Financial Advisor
National Bank of Dubai/EmiratesNBD
10.2016 - 10.2023
Bachelor of Commerce -
Guru Ghasidas Viswavidyalaya University
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