Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
Generic

Vijila Richard

Caledon,ON

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Directed sales and administration of all banking services, including deposits, loans, investments and individuals within assigned region. Worked with customers to develop investment and financial plans. Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.

Overview

12
12
years of professional experience
2
2
years of post-secondary education

Work History

Banking Advisor

scotia bank
Brampton, ON
05.2021 - Current
  • Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Coordinated with various divisions and departments in servicing of routine banking transactions.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Customer Experience Manager

HUDSON'S BAY
Richmond Hill, ON
01.2018 - 02.2021
  • Engaging with customer that results in customer satisfaction & sales
  • Hiring, training & developing associates to achieve the maximum sales by constant and ongoing coaching
  • Developing a team that maximized the sales & store process that helped with day to day operations
  • Coaching the team in understanding KPI'S & why it is important for the business
  • Involved in building Radically better team for the Business
  • Joint Health & Safety Lead
  • Introduced Monthly recognition for the team
  • Part of the ISM & sales team to enhance BOPIS
  • E-commerce for store shipping & receiving

Customer Service & Sales Manager

STAPLES BUSINESS DEPOT
Brampton, ON
01.2011 - 01.2018
  • Maximized sales growth by leveraging selling techniques and company programs to develop and lead high performance teams consistently meet or exceed planned goals and objectives
  • Ensured operational readiness, inspired engaging, customer-focused behaviour, drove positive first impressions, and empowered staff to deliver top-notch shopping experiences for clients
  • Analyzed KPI, staff performance, and sales activity reports to identify areas of cost reduction and program improvement to ensure that company goals were attained
  • Stringently followed, educated, informed, and enforced company standards for a safe and healthy working environment
  • Exceeded YOY sales targets for last three years with 100% bonus awarded
  • Consistently received high customer satisfaction and approval ratings.

Education

Diploma - Supply Chain Management - Logistics

TRIOS COLLEGE
BRAMPTON
04.2021 - 12.2022

Certificate in IFIC (Investments) - INVESTMENTS

INVESTMENT FUNDS INSTITTUE OF CANADA
12.2021 - 04.2022

Skills

    Mutual funds

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Accomplishments

  • Caledon, ON l7c 3v3
  • Skills
  • Sales & Marketing
  • Leadership & Team-Building
  • Human Resource Management
  • KPI Management
  • Planning & Scheduling
  • Customer satisfaction
  • Customer Service
  • Financial management
  • Gross profit
  • Hiring
  • Human Resource
  • Inventory
  • Investments
  • Team-Building
  • Leadership
  • Retail
  • Safety
  • Sales
  • Selling
  • Cash Handling
  • Staff Management
  • Sales Goals
  • Point of Sale Systems
  • Business Planning
  • Performance Appraisals
  • Key Performance Indicators (KPIs)
  • Store Operations
  • Service Level Agreements
  • Product Sales
  • Preparing Presentations
  • Consulting

Interests

CONTINUING EDUCATION

COACHING

LEADERSHIP

Timeline

Certificate in IFIC (Investments) - INVESTMENTS

INVESTMENT FUNDS INSTITTUE OF CANADA
12.2021 - 04.2022

Banking Advisor

scotia bank
05.2021 - Current

Diploma - Supply Chain Management - Logistics

TRIOS COLLEGE
04.2021 - 12.2022

Customer Experience Manager

HUDSON'S BAY
01.2018 - 02.2021

Customer Service & Sales Manager

STAPLES BUSINESS DEPOT
01.2011 - 01.2018

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Vijila Richard