Vineet Chauhan
Scarborough,ON
Summary
Result-driven professional with experience in relationship management, investment and lending solutions
- 3years of experience in competitive and performance driven roles within the banking sector
- Consistently recognized for achieving and exceeding role specific sales goals
- Knowledgeable in providing need-based investment solutions
- Extensive experience in providing real estate lending solutions
- Strong interpersonal abilities with excellent communication skills
- Methodical in approach, coupled with strong analytical, problem-solving, and research skills
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
12.2023 - Current
- Building and growing meaningful relationships with a portfolio of clients. Understanding their financial goals and providing sound financial advice to help them achieve those goals.
- Taking proactive approach to discover client’s needs and identifying their financial goals
- Working within a team to retain and grow branch business, by providing need specific solutions to the clients
- Coordinating with internal banking partners to provide holistic banking solutions to clients
- Recognized as top advisor in Q2 (Top 40%), Q3 (Top 25%) and Q4(Top 40%) of 2024, for exceptional performance
- Currently expected to achieve top advisor recognition for Q1 of 2025
Customer Experience Associate
Scotiabank
09.2022 - 12.2023
- Collaborated with internal team members to resolve customer concerns and deliver enhanced customer experiences.
- Investigated customer complaints and escalated issues to address critical requests.
- Identified opportunities for sales and referred the clients to the advisors.
Sales Consultant
Moores Clothing
05.2022 - 09.2022
- Created detailed sales presentations to communicate product features and market data.
- Maximized customer retention by resolving issues quickly.
- Maintained sense of urgency in answering customer questions and requests through email or voice message.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Education
Post Bachelor Ate Diploma - Marketing Research And Analytics
Centennial College of Applied Arts And Technology
Scarborough, ON09.2023
Post Bachelor Ate Diploma - International Business Management
Seneca College of Applied Arts And Technology
North York, ON08.2022
Bachelor in Commerce - Business Economics
Dayalbagh Educational Institute
Agra, India05.2021
Skills
- Proficient in performing credit analysis and developing financial models on credit applications
- Proficient in operating MS Excel, Word, Power Point, Outlook and Salesforce applications
- Capable of using Moody’s Financial Assessment Tool to assess company financial statements
- Fluent in English and Hindi Capable to speaking and understanding Urdu and Punjabi
Certification
• Financial Planning 2 (FP2), Canadian Securities Institute, 2025
• Personal Financial Services Advice (PFSA), Canadian Securities Institute, 2025
• Financial Planning 1 (FP1), Canadian Securities Institute, 2024
• Investment Funds in Canada (IFC), Canadian Securities Institute, 2023
Timeline
Financial Advisor
Scotiabank
12.2023 - Current
Customer Experience Associate
Scotiabank
09.2022 - 12.2023
Sales Consultant
Moores Clothing
05.2022 - 09.2022
• Financial Planning 2 (FP2), Canadian Securities Institute, 2025
• Personal Financial Services Advice (PFSA), Canadian Securities Institute, 2025
• Financial Planning 1 (FP1), Canadian Securities Institute, 2024
• Investment Funds in Canada (IFC), Canadian Securities Institute, 2023
Post Bachelor Ate Diploma - Marketing Research And Analytics
Centennial College of Applied Arts And Technology
Post Bachelor Ate Diploma - International Business Management
Seneca College of Applied Arts And Technology
Bachelor in Commerce - Business Economics
Dayalbagh Educational Institute
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