Abhishek Kalla

Abhishek Kalla Email and Phone Number

Estate Support Advisor @ Servus Credit Union
Calgary, AB, CA
Abhishek Kalla's Location
Greater Calgary Metropolitan Area, Canada
Abhishek Kalla's Contact Details

Abhishek Kalla work email

Abhishek Kalla personal email

n/a

Abhishek Kalla phone numbers

About Abhishek Kalla

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.

Abhishek Kalla's Current Company Details
Servus Credit Union

Servus Credit Union

View
Estate Support Advisor
Calgary, AB, CA
Website:
servus.ca
Employees:
2083
Abhishek Kalla Work Experience Details
  • Servus Credit Union
    Estate Support Advisor
    Servus Credit Union
    Calgary, Ab, Ca
  • Connectfirst Credit Union
    Assistant Branch Manager
    Connectfirst Credit Union Oct 2022 - Present
    Coventry Hills
  • Connect First Credit Union
    Financial Experience Advisor
    Connect First Credit Union Mar 2020 - Oct 2022
  • Td
    Financial Advisor
    Td Aug 2018 - Mar 2020
    Calgary, Canada Area
  • Bmo Financial Group
    Financial Service Manager
    Bmo Financial Group Sep 2016 - May 2017
    Creekside Branch
    Key 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
  • Td
    Manager Of Customer Service And Sales
    Td May 2016 - Sep 2016
    Beddington 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
  • Bmo Financial Group
    Senior Manager Financial Services
    Bmo Financial Group Sep 2014 - May 2016
    Calgary, Canada
    Key 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
  • Bmo Financial Group
    Assistant Branch Manager
    Bmo Financial Group Sep 2012 - Aug 2014
    Calgary, Ab
    Key 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
  • Bmo Financial Group
    Financial Services Manager
    Bmo Financial Group Oct 2007 - Sep 2012
    Calgary, Canada
    Key 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
  • Bmo Financial Group
    Customer Service Representative
    Bmo Financial Group May 2007 - Oct 2007
    Calgary, Canada
    Key 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

Financial Analysis Banking Credit Management Finance Risk Management Retail Banking Portfolio Management Analysis Credit Analysis Relationship Management Hiring Home Financing Team Management Mortgage Lending

Abhishek Kalla Education Details

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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