Summary
Overview
Work History
Education
Skills
Accomplishments
Training
Timeline
Generic

SHAMILA ABBAS

Mississauga,ON

Summary

To continue my career with an organization that will utilize my management, supervision, and administrative skills to benefit mutual growth and success.

Overview

9
9
years of professional experience

Work History

Team Manager

Embark Student Corp.
01.2023 - Current
  • Providing direction, guidance, and support to sales team members
  • Setting goals, motivating team members, and fostering a positive and productive team culture
  • Developing and implementing sales strategies, plans, and objectives to achieve the team’s targets and revenue goals
  • Monitoring and evaluating the performance of individual team members, conducting performance reviews, and providing constructive feedback
  • Setting performance targets and implementing improvement plans when necessary
  • Identifying training needs, organizing sales training programs, and providing coaching and mentoring to enhance the skills and knowledge of the sales team
  • Keeping the team updated on product knowledge, sales techniques, and industry trends
  • Analyzing sales data, generating sales forecasts, and preparing regular reports on team performance, sales activities, and results
  • Presenting these reports to higher management and making recommendations for improvement
  • Assisting team members in managing customer relationships, handling escalated issues, and ensuring customer satisfaction
  • Collaborating with other departments, such as Marketing, Product, Customer Service and Operations to align strategies and achieve common goals
  • Facilitating effective communication within the team and across the organization.

Education Savings Specialist

Knowledge First Financial
01.2022 - Current
  • Educate clients about Registered Education Savings Plan and offer complex financial advice to customers to meet their financial needs
  • Develop and close potential client opportunities and conduct outbound calls and Zoom video calls to support lead generation
  • Ensure completed transactions and procedures are consistent with relevant regulations
  • Emerge issues and company’s code of conduct to mentor team on solutions and processes for resolving customer issues and escalating matters when required
  • Act as a point of contact for the team in handling customer problems
  • Always strived to achieve and improve service level agreements and productivity targets
  • Help build informative, fair, and positive work environment by sharing skills and knowledge, promoting open dialogue and motivating team to achieve common goals and objective.

Financial Advisor

TD Canada Trust
02.2020 - 01.2022
  • Played a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
  • Asked thoughtful financial questions to engage customers and create positive experiences to retain and deepen relationships
  • Worked closely with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional personalized solutions based on their financial goals
  • Protected the Bank’s assets and complied with all regulatory, legal, and ethical requirements
  • Resolved customer related issues using knowledge of bank services, products, and processes.

Senior Financial Service Representative

CIBC
07.2019 - 02.2020
  • Make outbound calls for opportunities identified to book appointments in order to build pipeline
  • Look for opportunities in every interaction to up-sell and cross-sell to franchise our customers
  • Identify customers and set up appointments with wealth partners for financial planning
  • Proactively create positive customer experiences by delivering legendary service
  • Assist customers with financial solutions including new accounts, credit products, investment advice and small business banking.

Financial Service Representative

TD Canada Trust
01.2018 - 06.2019
  • Contributed to the achievement of branch business objectives by exceeding my sales goals every quarter
  • Assessed client’s overall financial picture, understood their needs and provided the best advice while guiding them towards a profitable financial decision
  • Identified and referred customers to team members and internal Bank partners as appropriate
  • Ensured necessary due diligence is taken to support the accuracy of all customer transactions
  • Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations.

Customer Service Representative

TD Canada Trust
11.2016 - 01.2018
  • Completed financial transactions such as deposits, withdrawals, bill payments and other account transactions for customer in an accurate and efficient manner
  • Ensured customer problems are handled appropriately, escalating issues when necessary
  • Engaged customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services
  • Identified sales and opportunities and refer customers to appropriate team members.

Assistant Finance Manager

SolarVantage Inc.
04.2015 - 11.2016
  • Supervised employees in the Finance and Administration Department and was responsible for the overall direction, coordination and evaluation of this unit
  • Reviewed periodic business with management team with regards to financial performance, sales trends and offer recommendations
  • Managed Accounts Receivables, Payables and Invoicing
  • Got over 20 applications approved for TD credit loan of $50,000 every month for customers
  • Handled and resolved customer complaints with a high degree of professionalism relating to technical and pricing issues, as well as service dissatisfaction
  • Managed recording of weekly revenues and perform basic bookkeeping operations.

Education

RESPDAC -

Registered Education Savings Plan Dealers Association of Canada
01.2022

Investment Funds in Canada (IFC) -

Canadian Securities Institute
01.2018

Advanced Diploma in Banking and Wealth Management -

Sheridan Institute of Technology and Advanced Learning
Mississauga, ON
01.2015

Skills

  • Performance Coaching
  • Employee Development
  • Business Development
  • Staff Management
  • Goal Setting
  • Decision-Making
  • Performance Evaluations
  • Employee Coaching and Mentoring

Accomplishments

  • Top Advisor Q1 and Q3 at TD
  • Top LEI score of 100% in Q3 and Q4
  • 100% Discovery usage in Q3 and Q4
  • 10 million closed in Wealth Referral in Q1 and $5 Million closed in Q3
  • Education Savings Specialist at KFF
  • As a team, brought in $12 million in 10 months
  • Successfully trained and coached 6 new candidates within first 10 months

Training

Facet5 Team Building Workshop, Leading through Change Workshop, Embark’s Coaching Academy: Adopting a Coaching Mindset, Leaders Forum Corporate Priorities and Leadership Development HORN, Sales Management Best Practices, Business Storytelling Academy

Timeline

Team Manager

Embark Student Corp.
01.2023 - Current

Education Savings Specialist

Knowledge First Financial
01.2022 - Current

Financial Advisor

TD Canada Trust
02.2020 - 01.2022

Senior Financial Service Representative

CIBC
07.2019 - 02.2020

Financial Service Representative

TD Canada Trust
01.2018 - 06.2019

Customer Service Representative

TD Canada Trust
11.2016 - 01.2018

Assistant Finance Manager

SolarVantage Inc.
04.2015 - 11.2016

RESPDAC -

Registered Education Savings Plan Dealers Association of Canada

Investment Funds in Canada (IFC) -

Canadian Securities Institute

Advanced Diploma in Banking and Wealth Management -

Sheridan Institute of Technology and Advanced Learning

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SHAMILA ABBAS