Vijay Abrol
Surrey,BC
Summary
Motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
9
9
years of professional experience
Work History
Financial Advisor
TD Canada Trust Bank
04.2018 - 03.2023
- Mutual Fund licensed.
- Increased qualified leads by 20% by building tools to identify prospective customers who were mostly likely to convert.
- Coordinate with the wealth management team, prospecting leads with portfolios over 100K.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Built and established relationships with clientele to improve future business opportunities.
- Obtained copies of applicants credit histories and reviewed paperwork to determine feasibility of granting loans.
Customer Service Manager
Walmart Canada
10.2017 - 03.2018
- Top sales performer in Visa Card.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Assisted with pricing questions, inventory availability and changes to existing order and shipping information.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
Business Manager
Ganpati Medicos
09.2015 - 08.2017
- Analyze reports include financial spreadsheet.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Grew businesses by adopting market expansion strategy to serve different customer needs.
- Attended industry shows, conventions, and other meetings with primary mission of expanding market opportunities.
Sales Manager
Zydus Cadila
04.2014 - 08.2015
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Analyzing and investigating competition strategies.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
Education
Post Graduate Diploma - Financial Analysis
Douglas College
2019
Post Graduate Diploma - International Business Management
Douglas College
2018
Graduate Degree- Bachelor of Commerce -
Panjab University
2014
Skills
- Time Management Skills
- MS Office- PowerPoint, Excel, Adobe, Microsoft Teams
- FactSet
- Team Player
- Financial Knowledge
- Managing Wealth
- Client Needs Assessment
- Customer Referrals
- Mutual Funds
- Lead Generation
- Financial and Estate Planning
- Insurance Recommendation
Timeline
Financial Advisor
TD Canada Trust Bank
04.2018 - 03.2023
Customer Service Manager
Walmart Canada
10.2017 - 03.2018
Business Manager
Ganpati Medicos
09.2015 - 08.2017
Sales Manager
Zydus Cadila
04.2014 - 08.2015
Post Graduate Diploma - Financial Analysis
Douglas College
Post Graduate Diploma - International Business Management
Douglas College
Graduate Degree- Bachelor of Commerce -
Panjab University
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