SHASHANK DOULATH
Toronto,Canada
Summary
Accomplished Relationship Manager with extensive experience in client acquisition and retention strategies. Proven ability to surpass sales goals and improve customer satisfaction, leading to significant portfolio growth. Skilled in financial management, including budgeting, forecasting, and strategic planning, with a history of optimizing processes and enhancing operational efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
RELATIONSHIP MANAGER
Med Market/CANADIAN WESTERN BANK
01.2024 - Current
- Community Engagement: Actively participated in business associations and chambers of commerce across Brampton, GTA West, and Windsor to build strong networks, foster relationships, and generate leads for new client acquisitions.
- Client Advisory & Growth: Provided tailored advice and customized BDC service offerings by meeting with entrepreneurs and analyzing their business challenges. Ensured growth and retention of existing clients while building a pipeline of new business opportunities.
- Strategic Execution: Developed and executed action plans aligned with Business Centre objectives, consistently achieving sales targets and contributing to portfolio growth in assigned regions.
- Financial Solutions Expertise: Analyzed, negotiated, and presented financing proposals with sound credit judgement, delivering solutions that met client needs while aligning with organizational standards.
- Results-Oriented Relationship Management: Demonstrated exceptional negotiation skills, outstanding customer service, and the ability to establish and maintain effective relationships with clients, peers, and business partners.
- Analyzed market trends and identified potential new customers through research activities.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Developed strategies to attract new customers while retaining existing ones.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Developed and executed strategies for customer retention and acquisition.
- Conducted regular review meetings with clients to assess their needs and adjust services accordingly.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Collaborated with internal teams to create customized financial solutions for clients.
- Prepared and presented detailed reports on client account status and growth opportunities to senior management.
- Analysed client financial statements to offer tailored advice and products.
- Managed relationships with tax authorities, bankers and auditors.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Communicated with stockholders or other investors to provide information or raise capital.
- Conducted reviews and evaluations for cost-reduction opportunities.
PORTFOLIO MANAGER Treasury and Cash Management
Med Market/BMO
02.2022 - 01.2024
- Provided sales support through presentations, bids/proposals, and requests for information, ensuring client experience is seamless and opportunities are identified and met. Coordinated cash management product implementation and financial transaction set-up, ensuring accurate billing to clients.
- Developed an effective external network to support the identification of new and increased investment / lending business opportunities, providing subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
- Retained and expanded existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
- Established and enhanced the Bank's brand by participating in meaningful and focused business and community activities, participating in industry forums and conferences to keep apprised of all industry trends, competitive insights, products, and services.
- Acted as the daily sales contact for the client for sales-related questions such as product information, pricing, implementation timeframes, and requirements, and tracked implementation requests to keep the process on track with timelines.
- Attended industry events to stay abreast of developments in the sector.
- Collaborated with internal stakeholders including traders, analysts and advisors.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
- Developed and implemented portfolio strategies to meet clients' short-term and long-term financial goals.
- Provided advice on investment opportunities based on individual client profiles.
- Performed due diligence on potential investments to ensure compliance with regulations.
- Designed customized solutions for high net worth individuals or institutional investors.
- Coached junior team members on best practices for managing portfolios effectively.
- Implemented security measures to protect confidential information related to client accounts.
- Met with clients on regular basis to discuss market trends, portfolio adjustments and performance details.
- Provided options to high net worth clients to increase yields and minimize risk.
- Negotiated with financial product providers to secure favorable terms for clients.
- Utilized advanced financial models to forecast market movements and assess potential investment impacts.
- Developed and implemented tailored portfolio management strategies to meet specific client objectives.
MANAGER OF BUSINESS BANKING AND LEGAL
Scotiabank
08.2020 - 02.2022
- Managed several multimillion/high-value and complex businesses to achieve retention and negotiate deals while meeting Scotiabank's service standard for Canada, partnering with various departments to create a customer-centric environment and de-risking the bank.
- Engaged with existing clients to build strong, ongoing relationships and provide comprehensive advice, enabling them to de-risk bank exposure.
- Created a training program for business advisors in credit and lending acumen.
- Resolved conflicts between employees by providing guidance on company policies and procedures.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Provided leadership during times of organizational change or crisis situations.
- Ensured compliance with all applicable laws, regulations, industry standards.
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Managed vendor relationships by negotiating contracts and ensuring timely delivery of goods and services.
- Ensured compliance with regulatory requirements and industry standards.
- Developed and implemented strategic plans to achieve company objectives.
- Implemented process improvements, resultingin an increase in operational efficiency.
- Analyzed business performance data and forecasted business results for upper management.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
BUSINESS ADVISOR
Scotiabank
10.2018 - 08.2020
- Managed an assigned portfolio of high-value and complex business owner relationships to achieve sales objectives.
- Created a strong presence within the local business community by developing relationships with various centers of influence, proactively engaging with new and existing clients to build strong, ongoing relationships and provide comprehensive advice.
- Achieved top performer status in business banking for three consecutive years in a row for the whole of Canada.
FINANCIAL ADVISOR
Scotiabank
05.2017 - 10.2018
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on clients' needs and asset availability in mortgages, lending, and mutual funds.
- Trained front-line employees, holding the record in the Avalon region for most sales in a year.
FINANCIAL/CUSTOMER SERVICES REPRESENTATIVE
TD CANADA TRUST
St. John's, Canada
01.2016 - 04.2017
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on clients' needs and asset availability in mortgages, lending, and mutual funds.
- Trained front-line employees, holding the record in the Avalon region for most sales in a year.
- Contributed to the ongoing improvement of the overall branch customer experience by engaging customers in conversation to understand and meet their current and future financial needs proactively.
Education
POSTGRADUATE - ACCOUNT MANAGEMENT
SHERIDAN COLLEGE
OAKVILLE01.2015
BACHELOR'S - BUSINESS COMMERCE
BANGALORE UNIVERSITY
India01.2012
Skills
- Project Management
- Marketing
- Sales Techniques
- Staff Development
- Lead Generation
- MS Office Suite
- Key Accounts and Territory Management
- Contract Development and Management
- Relationship Building
- People’s Skills
- Analytical Research
- Self-Motivated Professional
- Brand Management
- Capital Improvement Planning
- Sales And Marketing
- Financial Modeling
- Business Development Assistance
- Strategic planning
- Customer acquisition
- New business development
- Customer portfolio management
- Data analytics
- Business relationship cultivation
- Analytical problem solving
Certification
- Canadian securities course - CSI and Moody's Analytics
- Certificate in Business Banking - Moody's Analytics
- Financial Modeling and Valuation analysis - Corporate Financial Institute
- Project Management Professional PMP - Project Management Institute
- Scrum Master Certificate - Scrum Alliance
Accomplishments
- Top performer for 3 years in a row, over exceeding the sales goal by 200%
- I have won best of the best within Scotiabank for 2 years in a row.
- Developed key relationships with technology incubators and managed to get many key clients.
Additional Information
As a dedicated professional in the financial industry, my expertise lies in managing business clients with specific financial needs and guiding them towards achieving their target goals. Throughout my career, I have worked on numerous learning and development projects, aimed at enhancing the professional and personal growth of my team. I strongly advocate for the importance of continuous learning and development within the team and have coordinated with different marketplaces to develop and execute professional learning projects, specifically tailored to the banking sector. In my role as a portfolio manager, I have successfully increased the bank's footprint by providing exemplary relationship management and service to a set portfolio of clients, in conjunction with managers and operational heads. I have also collaborated with various industry heads to gain insights and offer better solutions to my clients. In addition, I have created and implemented effective strategies for business development and sales practices, ensuring that all activities and programs are managed within the timeline and budget constraints of several business clients. My passion for client service, attention to detail, and ability to manage multiple tasks simultaneously, has resulted in my success as a top performer in the industry. I am committed to ensuring the continued growth and success of both myself and the team I lead.
Timeline
RELATIONSHIP MANAGER
Med Market/CANADIAN WESTERN BANK
01.2024 - Current
PORTFOLIO MANAGER Treasury and Cash Management
Med Market/BMO
02.2022 - 01.2024
MANAGER OF BUSINESS BANKING AND LEGAL
Scotiabank
08.2020 - 02.2022
BUSINESS ADVISOR
Scotiabank
10.2018 - 08.2020
FINANCIAL ADVISOR
Scotiabank
05.2017 - 10.2018
FINANCIAL/CUSTOMER SERVICES REPRESENTATIVE
TD CANADA TRUST
01.2016 - 04.2017
POSTGRADUATE - ACCOUNT MANAGEMENT
SHERIDAN COLLEGE
BACHELOR'S - BUSINESS COMMERCE
BANGALORE UNIVERSITY
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