Tarun Kumar
64 Ave Surrey
Summary
High-caliber financial advisor with over 2 years of wealth management, investments, estate planning and real estate lending expertise. Proven track record with 8 years of experience providing clients with tailored services and products required for their financial and overall needs. Driven and detail-oriented with the ability to thrive in high-pressure environments. Adept at leveraging key relationships, furthering business development and assisting corporations in reaching goals.
Overview
10
10
years of professional experience
Work History
Personal Banker/ Financial Advisor
TD Canada Trust
02.2022 - Current
- Surpassed 2023 sales target of $12 million by achieving $17 million in sales, demonstrating exceptional performance and exceeding expectations by 60% encompassing mutual funds and real estate lending products.
- Successfully retained 11 million in mortgage renewals and 5 million in long-term investments in 2023, demonstrating strong client relationship management and retention skills.
- Interviewed clients to access income, expenses, insurance coverage, tax status, financial investment goal, and to formulate an actual strategic financial plan.
- Articulated value of financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on each product.
- Collaborated with business partners like TD Wealth, Private Investment Advice and Wealth Management to develop and implement long-term investment strategies aligned to high net worth clients.
Escalation Supervisor
Bell Canada
07.2019 - Current
- Fostered successful relationships with clients, providing them with top-of-the-line financial advisement
- Promoted and sold company services with products in accordance with Bell's ethical sales standards
- Managed consumer, small business and corporate clients by probing their needs and develop a tailored solution
- Conducted and coordinated with third party vendors to settle client demand with empathy and integrity as the face of Bell brand
- Trained and supported new hires for them to excel and achieve team sales goals
- Used Salesforce customer relationship management (CRM) tools to track and manage sales funnel
- Proven track record of consistently performing in Tier 1through out the working tenure in terms of 100% Sales and 90% Retention target.
Assistant Manager
eCdemy Learning Solutions
03.2017 - 08.2017
- Presented company's services to the small businesses, start-ups, and corporate clients to develop new business in retail, education, and immigration industry
- Building a long-lasting relationship with potential and existing clients
- Developing procedures for E-Marketing, Online Advertising and all other forms of sales and marketing
- Proactively communicate and collaborate with stakeholders and end users to analyze and identify functional requirements
- Promoting initial follow ups and new leads for sales of the services
- Responsible for revenue generation from new client and existing and managing their accounts.
Senior Business Consultant
Mond Technologies PVT LTD
06.2016 - 12.2016
- Created a sales roadmap which targeted schools and universities to provide them leads generating platforms
- Successfully closed deals with 27 schools and their chains counting more than 100 units into a 2-year contract for all learning platforms in Northern India contributing to an annual growth of $15M in the first quarter of year
- Dealt with clients (school principals, trusties, board members) managing and building genuine relationship for sustainable company's value
- Understanding client needs using interviews, new business prospects, negotiate business terms via product analysis, workshops, surveys
- Senior management professional & strategic thinker with proven track record to drive revenue growth, cost reduction
- Thought leadership on creating business value through new innovative technologies such as Inbound Marketing, outbound marketing.
Crew Leader
Solitaire Group, Associates of Appco Group
04.2014 - 04.2016
- One of the world's largest UK based Direct Sales Company
- Increased annual sales to $5M in the year 2015 which was $2M in the year 2014 through strategic marketing campaigns
- Hired, trained, and managed a team of 12 successful corporate trainers
- B2B sales and presentation of the product, to drive results from the existing ones and acquire new customers as well
- Developed and pitched a sales plan for ICICI Bank India
- Initiated many public relation campaigns for non-profit on a tight budget, rising over $100,000.
Education
Financial Planning I -
CSI
2024
Personal Financial Services Advice -
CSI
2024
Investment Funds in Canada -
IFSE
12.2021
MBA -
Vancouver Island University
Nanaimo, BC01.2019
Bachelor of Information Technology: Software engineering -
Punjab Technical University
Chandigarh, India01.2013
Skills
- Asset Management
- Investment consulting and planing
- Relationship building and nurturing
- Negotiation skills
- Public relations expert
- Financial Modeling
- Trend forecasting
- Credit underwriting
- Direct marketing
- Risk Management
- Portfolio assessment
- Client Relationship Management
Timeline
Personal Banker/ Financial Advisor
TD Canada Trust
02.2022 - Current
Escalation Supervisor
Bell Canada
07.2019 - Current
Assistant Manager
eCdemy Learning Solutions
03.2017 - 08.2017
Senior Business Consultant
Mond Technologies PVT LTD
06.2016 - 12.2016
Crew Leader
Solitaire Group, Associates of Appco Group
04.2014 - 04.2016
Financial Planning I -
CSI
Personal Financial Services Advice -
CSI
Investment Funds in Canada -
IFSE
MBA -
Vancouver Island University
Bachelor of Information Technology: Software engineering -
Punjab Technical University
Similar Profiles
Alessandro PompiliAlessandro Pompili
Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)
Abhilash NyatiAbhilash Nyati
Personal Banker at TD Bank Group - TD Canada TrustPersonal Banker at TD Bank Group - TD Canada Trust
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)
Aazad SaraAazad Sara
Mortgage Specialist at TD Canada TrustMortgage Specialist at TD Canada Trust
Milot AugusteMilot Auguste
Construction Foreman at NGN ConstructionConstruction Foreman at NGN Construction