Abhishek Kalla Email and Phone Number
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A seasoned banking proffesional with over 11 years of experience in the financial services sector, specializing in administration, home and personal loans, insurance, mutual funds investments and customer service.
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Estate Support AdvisorServus Credit UnionCalgary, Ab, Ca -
Assistant Branch ManagerConnectfirst Credit Union Oct 2022 - PresentCoventry Hills -
Financial Experience AdvisorConnect First Credit Union Mar 2020 - Oct 2022 -
Financial AdvisorTd Aug 2018 - Mar 2020Calgary, Canada Area -
Financial Service ManagerBmo Financial Group Sep 2016 - May 2017Creekside BranchKey responsibilities: • Providing Personal and Commercial lending services to clients including loans, line of credits and mortgages• Achieving personal and commercial lending targets of CAD 10 million per year and personal investment targets of CAD 1.5 million per year• Engaging cross-functional teams such as credit, legal, pricing and operations to meet branch’s yearly revenue targets• Identifying and exploring business opportunities with both new and existing customers• Engaging customers in complete, needs-based conversations to provide the right banking product and/or service• Proactively proposing financial solutions to existing customer base to promote new products and drive revenue • Meeting all benchmarks for closing percentage and sales• Educating clients on adoption of digital banking practices -
Manager Of Customer Service And SalesTd May 2016 - Sep 2016Beddington Brnach● Leading a team of 15+ employees including tellers, financial service representatives,customer service executives and trainees● Establishing prescribed limits to ensure team members have a clear understanding ofindividual performance expectations● Demonstrating excellent collaborative management/teamwork skills by working closelywith the sales force to develop/retain business and resolve customer issues● Applying the bank’s performance management system by providing open and honestfeedback to teams as well as appropriately and fairly assessing and rewardingperformance● Assigning individual employee’s sales targets, service, and operational effectivenessplans to support the branch’s and divisional targets● Working collaboratively with partners and other specialists to optimize marketplaceopportunities, maximize overall branch growth and profitability● Monitoring the completion of operational effectiveness requirements as outlined inpolicy and procedures to manage risk within acceptable limits -
Senior Manager Financial ServicesBmo Financial Group Sep 2014 - May 2016Calgary, CanadaKey responsibilities: • Providing Personal and Commercial lending services to clients including loans, line of credits and mortgages• Achieving personal and commercial lending targets of CAD 10 million per year and personal investment targets of CAD 1.5 million per year• Engaging cross-functional teams such as credit, legal, pricing and operations to meet branch’s yearly revenue targets• Identifying and exploring business opportunities with both new and existing customers• Engaging customers in complete, needs-based conversations to provide the right banking product and/or service• Proactively proposing financial solutions to existing customer base to promote new products and drive revenue • Meeting all benchmarks for closing percentage and sales• Educating clients on adoption of digital banking practices -
Assistant Branch ManagerBmo Financial Group Sep 2012 - Aug 2014Calgary, AbKey responsibilities:• Leading a team of 25+ employees including tellers, financial service representatives, customer service executives and trainees• Establishing prescribed limits to ensure team members have a clear understanding of individual performance expectations • Demonstrating excellent collaborative management/teamwork skills by working closely with sales force to develop/retain business and resolve customer issues• Applying the bank’s performance management system by providing open and honest feedback to teams as well as appropriately and fairly assessing and rewarding performance• Assigning individual employee’s sales targets, service and operational effectiveness plans to support the branch’s and divisional targets • Working collaboratively with partners and other specialists to optimize marketplace opportunities, maximize overall branch growth and profitability• Monitoring the completion of operational effectiveness requirements as outlined in policy and procedures to manage risk within acceptable limits -
Financial Services ManagerBmo Financial Group Oct 2007 - Sep 2012Calgary, CanadaKey responsibilities: • Opening personal, commercial, business and investment accounts • Advising and educating customers on appropriate banking solutions based on their needs• Processing personal lending applications including personal loans, line of credits and mortgages • Meeting with branch partners to discuss appointments and cross-referral opportunities• Creating innovative ways to build business from individual accounts and meeting annual targets• Proactively pursuing to close sales opportunities to bring in additional revenue for the branch -
Customer Service RepresentativeBmo Financial Group May 2007 - Oct 2007Calgary, CanadaKey responsibilities:• Helping customers with everyday transactions including cash withdrawal, deposits, • Balancing daily cash deposits and bank vault inventory with a zero error rate• Meeting monthly credit card and account referral targets • Maintaining positive professional relationships with customers and coworkers• Selling travel insurance products to customers
Abhishek Kalla Skills
Abhishek Kalla Education Details
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Business Administration And Management, General -
Business/Commerce, General
Frequently Asked Questions about Abhishek Kalla
What company does Abhishek Kalla work for?
Abhishek Kalla works for Servus Credit Union
What is Abhishek Kalla's role at the current company?
Abhishek Kalla's current role is Estate Support Advisor.
What is Abhishek Kalla's email address?
Abhishek Kalla's email address is ab****@****bmo.com
What is Abhishek Kalla's direct phone number?
Abhishek Kalla's direct phone number is +140389*****
What schools did Abhishek Kalla attend?
Abhishek Kalla attended Jai Narain Vyas University, Jai Narain Vyas University.
What are some of Abhishek Kalla's interests?
Abhishek Kalla has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Human Rights, Arts And Culture.
What skills is Abhishek Kalla known for?
Abhishek Kalla has skills like Financial Analysis, Banking, Credit, Management, Finance, Risk Management, Retail Banking, Portfolio Management, Analysis, Credit Analysis, Relationship Management, Hiring.
Who are Abhishek Kalla's colleagues?
Abhishek Kalla's colleagues are Diane Shillington, Servus Hallo, Fiona Hutchison, Brenda Ridley, Paul Downey, Olawale David Johnson, Pmp®, Monika Wityk.
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Abhishek kalla
"Dental Practice Manager With 9+ Experience And Post-Graduate In Business Administration: Excelling In Leadership And OperationsAuckland1lumino.co.nz -
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