Yogesh Gandhi
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
9
9
years of professional experience
Work History
Account Manager
Canadian Western Bank
06.2022 - Current
- Managed complex retail mortgages which requires replying on Corporate FS and calculating cashflow to support/use to qualify commercial clients.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
Snr FSR & Small Business Banking
CIBC BANK
03.2021 - 12.2021
- Increased client satisfaction by providing personalized small business solutions and support.
- Maximized revenue generation by identifying new business opportunities within the local community.
- Utilizes bank sales tool and advise suitable investment options
- Collaborated with colleagues to cross-sell products and services, attending regular branch activities and networking events to drive business growth.
- Enhanced small business growth through targeted marketing strategies and financial analysis.
Premium Banker
HSBC Bank
05.2019 - 03.2021
- Provided exceptional customer service and sales support, achieving over 1700% target on Advised based wealth (mutual fund) in 2020.
- Improved customer satisfaction by delivering personalized banking solutions and exceptional service.
- Enhanced client relationships through proactive outreach and regular follow-ups to address financial needs.
Analyst
Bank of America Corp. Inc.
03.2015 - 12.2016
- Global Market Operations & Middle Office Derivatives Project.
- Assisted in decision-making processes by presenting accurate, data-driven recommendations to stakeholders.
- Developed new analytical models that improved forecasting accuracy and reduced risk exposure.
- Increased efficiency by streamlining data analysis processes and implementing automation tools.
- Identified trends and patterns in large datasets, leading to actionable insights for business growth.
- Received a Bronze award in Q3,2016 Bank of America Annual Global Award Recognition.
Education
Investments Funds in Canada (Mutual Fund license) -
Canadian Security Institute (CSI)
Diploma - Finance
Thompson Rivers University
Kamloops, BC12.2018
MBA - Finance
Guru Gobind Singh Indraprastha University
Delhi, India05.2015
BBA - BUSINESS
JIMS, GJUS&T
DELHI, INDIA05.2012
Skills
- Sales & Relationship Management
- Written and Verbal Communication
- Financial Analysis & Risk Management
- Retail Mortgage & Lending's
- Account Management
- Project Management
- Trend Forecasting
- Data Analysis
- Time Management
- Microsoft Office, PowerBI,
- JIRA, SQL & CRM
Volunteer Experience
- BC Children Hospital: Raising funds for BCCH at branch office.
- United Way of Canada: Raising funds for charity.
Timeline
Account Manager
Canadian Western Bank
06.2022 - Current
Snr FSR & Small Business Banking
CIBC BANK
03.2021 - 12.2021
Premium Banker
HSBC Bank
05.2019 - 03.2021
Analyst
Bank of America Corp. Inc.
03.2015 - 12.2016
Investments Funds in Canada (Mutual Fund license) -
Canadian Security Institute (CSI)
Diploma - Finance
Thompson Rivers University
MBA - Finance
Guru Gobind Singh Indraprastha University
BBA - BUSINESS
JIMS, GJUS&T
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