Akash Bedi, Mba Email & Phone Number

Canada

Edmonton, Alberta, Canada

Specializing in Healthcare Professionals, and working with professionals like dentists, doctors and veterinarians.. Applying my past business development experience for prospecting, and lead generation, to new and existing clients.. Managing moderate to higher complexity client portfolio and mitigating risk through the review of financial statements- identifying trends, monitoring risk, and assessing for credit restructuring.. Preparing discovery sheets, credit applications and collaboratively working with Underwriting and Credit team.. Experienced presenting complex deals to group risk management.. Performing due diligence and credit analysis following credit policies and lending procedures to determine credit eligibility, liquidity and risk involved.. Providing an exceptional client experience by delivering superior business and financial advice.. Leveraging the expertise of RBC by identifying referral opportunities, making introductions together with appropriate referrals to RBC partners.. Collaborating and coordinating with the various teams to develop and execute a client contact strategy.. Actively participating in local networking events, promoting RBC by supporting initiatives that are important to the success of Albertans.

Edmonton, Alberta, Canada

• Met customer needs by identifying products, services and opportunities they might not be aware of, in order to grow their business. Also educated them with various entrepreneurial solutions which includes Business term loans, Business Lines of credit, Canada Small Business Financing loans, Equipment Financing, Margining Lines of credit (secured by AR-AP listings, Inventory etc.), Commercial real estate, Healthcare professional Loans, Letters of credit and Business MasterCard.• Responsibly managed risk to maintain the short- and long-term health of the portfolio . Also worked as a partner with three branches and two agencies under my portfolio.• Effectively managed my existing portfolio of B&Ag. customers, which includes renewing expired credits, initiated and followed up on arrears and debt recovery• Referred customers to the appropriate partner for their more in-depth needs and effectively translated B&Ag and Market information for the entire branch team emphasizing relevance to their business while growing partnerships.• Actively participated in Edmonton Chamber of Commerce events and other local networking events,promoted ATB Financial by supporting initiatives that are important to the success of Albertans.• Proactively called and engaged with clients to offer excellent customer service. Also handled customer inquiries, concerns, and complaints expertly by resolving them in a timely manner.• Worked collaboratively with clients in a virtual manner, and proactively build relationships with clients and communities.

Edmonton, Alberta, Canada

• Proactively engaged with clients, uncovered banking needs, provided advice and identified sales and referral opportunities.• Top Team Member in the branch with maximum number of land secured deals and closed the highest volume , in terms of borrowing and new deposits.• Advised clients on tailored financial solutions such as personal/business accounts, credit cards, loans/line of credit, overdraft, mortgages and investments that meet client needs.• Maintained and had grown the client’s portfolio by identifying and promoting personal/ business banking advice and solutions with a continuous focus on client service, digitisation and new business development.• Educated clients about various ATB digital solution platforms.• Consistently done follow up activities with clients and proactively asking for friends and family referrals to deepen client’s relationship.• Teamed up with Business ME/Commercial Account Managers, doing joint clients visit at their workplace and had become the top referral person in the branch.• Met and exceeded personal goals, professional goals and targets.• Provided coaching, scripting and helping CSR’s to better serve clients and identify opportunities.

Edmonton, Alberta, Canada

• Closed 11.85-million-dollar sales volume in the year 2016.• Provided holistic financial advice by uncovering various client needs and identifying sales and referral opportunities.• Educated clients on their everyday banking, investing and borrowing solutions that meet their needs.• Maintained and further grew the client’s portfolio by identifying and promoting personal/ business banking advice and solutions with a continuous focus on client service, digitisation and new business development.• Proactively met and exceeded personal and professional goals and targets

Edmonton, Alberta, Canada

• Provided comprehensive financial solutions to existing and prospective CIBC clients.• Assisted clients with their everyday personal and business banking, borrowing, retirement planning and investments needs.• Provided exceptional customer service to build and maintained long term relationships.• Advised clients based on a comprehensive financial planning approach including cash management, credit (credit cards, loans, lines of credit, mortgages and home power plan) investment and wealth protection.• Demonstrated the benefits and assisted clients in using all channels such as Bank Machines, Telephone Banking, Mobile and Online Banking

Calgary, Alberta, Canada

• Uncovered client’s financial needs and presented customized solutions.• Proactively approached and acquired clients.• Presented investing concepts to prospective clients.