Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
References
Timeline
OfficeManager
Timur Alim

Timur Alim

Markham,Ontario

Summary

Business Developer with strong financial background and a project-oriented mindset. Highly skilled in building trust with existing and potential clients, connecting people, ideas, and funds. Practical understanding of entrepreneurs’ needs for professional advice on strategy development, money management, planning and implementation. Thrive in an environment that calls for problem-solving, critical, and creative thinking. Motivated achiever that succeeds in goal-setting business culture. Successful launcher and communicator who can inspire, develop, and lead projects and be a team player.

Overview

14
14
years of professional experience
1
1
Certification
3
3
years of post-secondary education

Work History

Personal and Business Coach

Self Employed
Toronto
01.2022 - Current
  • Certified Personal and Business Coach
  • Communicated with clients to determine goals and performed client assessments.
  • Grew customer base through word-of-mouth referrals based on customer satisfaction and results.
  • Provided financial, budget and investment counseling.
  • Helped clients identify goals, obstacles and strategies for attaining greater fulfillment.
  • Followed PERFORM methodology to deliver optimum counseling meeting individual needs.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Business Account Manager

RBC
Ottawa, ON
06.2020 - 06.2021
  • Responsible for providing professional advice to 150+ small businesses in Ottawa in relation to financing, transforming, and growing client’s businesses
  • Proactively engaged with clients to anticipate their needs and provide required solutions.
  • Managed sales funnel effectively and forecasted requirements across multiple industry accounts.
  • Used CRM database to track referral and appointment data.
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
  • Worked with clients to address and respond to client and partnership management issues.

Financial Advisor

Sun Life Financial
Ottawa, ON
08.2018 - 10.2019
  • Was responsible for developing marketing strategies and promoting insurance contracts
  • Established productive relationships with existing clients and created a pool of new prospective clients from different sources by networking, referrals, cold calling
  • Evaluated individual customer/business needs and financial situation and offered solutions that met their criteria and protected the client's interests.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

Director/Co-Founder

New Finance Invest
Almaty, Kazakhstan
01.2013 - 01.2018
  • The finance company that provided strategic advice/consulting, guidance, training, and funds to small companies in Almaty city, Kazakhstan
  • Advised owners on optimal funding structures of their businesses, coached clients how to negotiate with government officials, to win government contracts
  • Conflict management advice.
  • Implemented and prepared comprehensive business plans to expand business.
  • Met with stakeholders to address issues and implement solutions.
  • Investigated and evaluated customers for creditworthiness and potential risk factors.
  • Streamlined processes for early identification of potential credit system and monitoring problems.
  • Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
  • Reviewed and analyzed loan procedures.

Regional Director/Head of Business

Al Hilal Bank
Almaty, Kazakhstan
11.2009 - 04.2013
  • First bank to offer alternative banking products in Kazakhstan
  • Developed corporate banking portfolio from the scratch
  • Responsible for relationship management, credit and risk assessment of top private and government companies working in different sectors such as engineering, procurement and construction, telecom, logistics, trade, oil and gas, transportation and agriculture
  • Collaborated with team members in developing best practices to support company objectives.
  • Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
  • Maximized selling effectiveness through coaching, recognition and providing effective feedback.
  • Led regional operations to consistently exceed financial targets with P&L in excess of $2mln.
  • Established training programs for staff members to increase sales, customer relations and performance.
  • Informed decision making by collecting data and analyzing reports.
  • Product development and policy development.
  • Promoted company by giving exciting and dynamic presentations to customers.
  • Represented company at various national and global events.
  • Monitored staff performance by actively engaging in and observing day-to-day activities.

Education

Highlights of Qualifications

BBA -

Narxoz University
09.1998 - 06.2001

MBA - Management

University of Edinburgh Business School
UK
11.2006

Skills

  • Leadership Development
  • Microsoft Office
  • Problem-Solving
  • Critical Thinking
  • Coaching and Development
  • Account Management
  • Excellent Communication
  • New Business Development
  • Overcoming Objections

Certification

  • High Performing Coaching, London, UK, 2022-06-01, 2023-09-01
  • Personal and Business Coaching, Canada Coach Academy, 2021-08-01, 2022-04-01
  • Data science R Basics, Data Camp, 2020-05-01
  • LLQP, Financial Services Commission of Ontario, 2023-11-10
  • Moody’s Risk Analyst, Almaty, 2012-01-01
  • Financial Analysis for Credit Experts, Ernst &Young, 2010-01-01

Languages

English
Full Professional
Kazakh
Native/ Bilingual
Russian
Full Professional

References

References available upon request.

Timeline

Personal and Business Coach

Self Employed
01.2022 - Current

Business Account Manager

RBC
06.2020 - 06.2021

Financial Advisor

Sun Life Financial
08.2018 - 10.2019

Director/Co-Founder

New Finance Invest
01.2013 - 01.2018

Regional Director/Head of Business

Al Hilal Bank
11.2009 - 04.2013

BBA -

Narxoz University
09.1998 - 06.2001

Highlights of Qualifications

MBA - Management

University of Edinburgh Business School
Timur Alim