Highly motivated Senior Financial Advisor with career spent turning prospective leads into lucrative clients. Poised, sharp and possessing extensive strategy and client engagement experience. Proven history of accuracy and great client service.
Hi, I’m
Vijila Richard
Summary
Overview
13
years of professional experience
Work History
Scotiabank
Senior Financial Advisor
04.2021 - Current
Job overview
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Crafted suitable financial strategy for each client based upon his or her needs and future goals.
- Facilitated new client onboarding process and investment account setup.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Hudson's Bay
Sales Manager
09.2017 - 03.2021
Job overview
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
STAPLES BUSINESS DEPOT
Divisional Sales Manager
01.2011 - 01.2018
Job overview
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Built relationships with customers and community to establish long-term business growth.
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
Education
Certificate in IFIC (Investments)
University Overview
TRIOS COLLEGE
Diploma of Supply Chain And Logistics from Logistics And Supply Chain Management
04.2022
University Overview
Manonmaniam Sundaram UniversityTirunelveli, ON, Tamil Nadu
Master of Arts from Banking & Finance, English Literature
06.2003
University Overview
Skills
- Mutual funds
- Investment strategies
- Financial Planning
- Retirement planning
- Client service and support
- Know Your Customer
- Client Assessments
- Interpersonal and written communication
Languages
English
Native or Bilingual
Hindi
Full Professional
Tamil
Professional Working
Timeline
Senior Financial Advisor
Scotiabank
04.2021 - Current
Sales Manager
Hudson's Bay
09.2017 - 03.2021
Divisional Sales Manager
STAPLES BUSINESS DEPOT
01.2011 - 01.2018
Certificate in IFIC (Investments)
TRIOS COLLEGE
Diploma of Supply Chain And Logistics from Logistics And Supply Chain Management
Manonmaniam Sundaram University
Master of Arts from Banking & Finance, English Literature
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