Akash Bedi, Mba Email & Phone Number

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.

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.
• 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.
• 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.

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.

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.