Syed Ali Saim
Toronto,ON
Summary
- Experienced financial services professional with a proven track record in supervisory roles, adept at overseeing team performance and development. Skilled in business development, relationship management, transaction processing, and report distribution. Possesses strong leadership, organizational, and communication skills, committed to ensuring compliance, accuracy, and client satisfaction.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Banker
Bank of Montreal
Toronto, ON
05.2022 - Current
- Top performer at BMO's First Canadian Place Branch, exceeding targets in 8 sales categories, including mutual funds, home financing, and small business banking.
- Assisted 200+ clients in making informed investment decisions, generating over $5 million in mutual fund sales in fiscal 2024.
- Acquired over $25 million in new mortgage business.
- Collaborated with private wealth, commercial, and other partners to tailor financial solutions for clients.
- Managed daily branch operations, implemented policies for efficiency, ensured compliance, and mentored junior staff, contributing to achieving over 100% of the annual goal with significant successes in term investments, mutual fund sales, and mortgages.
- Conducted financial analysis and research to provide guidance on investment decisions.
- Analyzed industry trends to identify potential opportunities for growth.
- Executed trades on behalf of clients according to established guidelines.
- Monitored market conditions daily to identify trading opportunities that could benefit clients' portfolios.
- Delivered informational sales presentations to potential investors to build symbiotic client relationships.
Senior Financial Advisor
Scotiabank
Toronto, ON
04.2021 - 05.2022
- Achieved revenue growth of 16% to 20% within the first month
- Performed detailed financial analysis of client's personal net worth statement for individuals and balance sheets for business clients to identify opportunities for investments and lending
- Investigated, evaluated set conditions, approved or declined loan applications by way of adjudication of income, down payment source, security assessment and compliance documents within authorized lending limits
- Transitioned 40% of the assigned clients to online and digital banking platforms
- Designated as branch's Digital Navigator and Insurance Champ and acted as a point of contact for digital and protection related transactions.
Banking Advisor
RBC
Toronto, ON
10.2019 - 04.2021
- Proactively engaging with clients in all areas of the branch and in community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Achieved revenue target of $15 million, exceeding the target by 100%
- Achieved revenue growth from 12% to 32% by managing a portfolio of 200+ retail and small business clients
- Built investment and lending solutions tailored to client's specific financial goals
- Transitioned more than 75% contacted clients to digital channels and onboarded to RBC MyAdvisor platform
- Received recognition for partner referrals for more than 90% of investment and mortgage appointments
- Designated as Digital Navigator for the community for consistently demonstrating skills on bank's digital platforms.
Credit Analyst
OnDeck
Sydney, NSW
02.2016 - 07.2019
- Developed and managed a diverse portfolio of small business accounts of approximately $40 million
- Assessed credit applications submitted by businesses across the country through the online tool
- Analyzed and examined financial statements and other financial documents to make recommendations
- Structured credit packages tailored to individual business needs
- Gathered and merged data from various sources to investigate and mitigate lending risks
- Monitored portfolio performance, delinquencies and losses.
Education
Master of Accounting And Business Admin - Accounting And Finance
Holmes Colleges
Sydney, NSW, Australia09.2015
Master of Business Administration - Business Administration
Forman Christian University
Lahore, Punjab, Pakistan09.2010
Skills
- Client Relationship Management
- Problem Solving and Escalation Management
- Analytical Skills
- Technical Proficiency
- Compliance and Due Diligence
- Leadership and Supervision
- Communication
- Financial Acumen
- Database Management
- Organizational Skills
- Training and Development
- Stakeholder Management
- Financial Resource Management
- Data Analysis
- Business Relationship Management
- Sales professional
Certification
- Investment Funds in Canada Certification. 90% achieved in IFIC licensing exam.
- Certified Scrum Master, 92% achieved in Scrum Master Certification.
Accomplishments
- Quarterly Best of the Best Award for Q1 of 2024 in downtown region for exceeding sales target.
- Banker of the month for Feb 2024 voted by peers.
- Top 3 best performer for fiscal year 2023
Timeline
Senior Banker
Bank of Montreal
05.2022 - Current
Senior Financial Advisor
Scotiabank
04.2021 - 05.2022
Banking Advisor
RBC
10.2019 - 04.2021
Credit Analyst
OnDeck
02.2016 - 07.2019
Master of Accounting And Business Admin - Accounting And Finance
Holmes Colleges
Master of Business Administration - Business Administration
Forman Christian University
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