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Akash Kumar Email & Phone Number

Financial Advisor at Scotiabank | IFC | RFRA® | Tailored Financial Solutions | Wealth Management & Planning at Scotiabank
Location: Waterloo, Ontario, Canada 7 work roles 4 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Advisor at Scotiabank | IFC | RFRA® | Tailored Financial Solutions | Wealth Management & Planning
Location
Waterloo, Ontario, Canada
Company size

Who is Akash Kumar? Overview

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Akash Kumar is listed as Financial Advisor at Scotiabank | IFC | RFRA® | Tailored Financial Solutions | Wealth Management & Planning at Scotiabank, a with 62849 employees, based in Waterloo, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Akash Kumar.

Akash Kumar previously worked as Financial Advisor at Scotiabank and Senior CEA at Scotiabank. Akash Kumar holds Postgraduate Degree, Financial Technology, 3.9 Gpa from Seneca Polytechnic.

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Scotiabank

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Profile bio

About Akash Kumar

Welcome to my professional journey! I am a dedicated and results-driven financial services professional with a diverse background in the banking and retail industry. With a strong foundation in customer relationship management and a proven track record of delivering exceptional results, I am passionate about helping clients achieve their financial goals.

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Akash Kumar's current company

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Scotiabank
Scotiabank
Financial Advisor at Scotiabank | IFC | RFRA® | Tailored Financial Solutions | Wealth Management & Planning
toronto, ontario, canada
Website
Employees
62849
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7 roles

Akash Kumar work experience

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Financial Advisor

Current

Stratford, Ontario, Canada

Sep 2024 - Present

Senior Cea

Waterloo, Ontario, Canada

May 2024 - Aug 2024

Customer Experience Associate

Waterloo, Ontario, Canada

Delivering exceptional customer service, addressing banking inquiries, resolving issues, andfostering strong customer relationships through personalised banking solutions.

Sep 2023 - Apr 2024

Relationship Manager Corporate Banking

Panchkula, Haryana, India

Cultivated and managed relationships with a portfolio of key corporate clients, ensuring high levels of customer satisfaction and loyalty.Achieved a notable 30% growth in the liability book size from ETB customers, driving increased revenue and market share.Successfully created a New-To-Bank (NTB) customer base of 41 crore, representing approximately 25% of the total book size.Demonstrated expertise in understanding the unique banking needs of large corporates and providingcomprehensive financial solutions.Secured an impressive 80% wallet share of the top 20 customers in my portfolio, effectively cross-selling and upselling banking products and services.Managed relationships with the largest corporates in the city, demonstrating expertise in understanding their banking needs and providing tailored solutions.Proven ability to deepen relationships with old customers who had stopped banking with us, capturing significant shares of their asset and liability portfolios.

Jun 2022 - Apr 2023

Preferred Relationship Manager/Senior Fa

Chandigarh, India

Provided personalized financial advice and solutions to clients, addressing their wealth management needs.Strengthened customer relationships through proactive communication, fostering trust and loyalty.Consistently achieved sales targets and surpassed performance expectations, leading to promotions andrecognition.Successfully increased portfolio value from 100 crore to 180 crore resulting in a growth of 80 crore in just 2 years.Managed a diverse client base of 1400 unique customers, providing comprehensive banking services.Demonstrated strong leadership skills, progressing from Assistant Manager to Manager within 4 years.Recognized as the top performer in the country, achieving the number 1 position in the scorecard for 2022-2023.Received the prestigious Outstanding Banker Award in 2020, presented by Sir Aditya Puri, MD of HDFC Bank

Apr 2021 - Jun 2022

Personal Banker

Chandigarh, India

Diversified selling strategy across a new portfolio by introducing new digital solutions and managed a team of 12 direct reportee by offering support and constructive feedback.Used excellent verbal skills to engage customers in effective conversation to determine their financial need and requirements.

Oct 2018 - Mar 2021

Customer Service Representative

New Delhi, Delhi, India

Provided exceptional customer service to walk-in customers, addressing their banking needs and resolving inquiries promptly and efficiently.Offered services and assistance to customers on call, ensuring prompt resolution of their queries and concerns.Successfully managed a CSR portfolio of 7 crore, ensuring accurate account maintenance and timely transaction processing.Proficiently handled various banking operations, including fund transfers, demand drafts, cash deposits and withdrawals, and statement generation.Effectively managed lobby operations, ensuring a smooth and efficient customer experience during peak hours.Recognized with the prestigious STAR award for outstanding service, based on consistently positive feedback received from customers.Promoted from Assistant Manager to Deputy Manager within 18 months, reflecting a strong service reputation and achievement in cross-sales targets.

Sep 2016 - Oct 2018
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Colleagues at Scotiabank

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4 education records

Akash Kumar education

FAQ

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What company does Akash Kumar work for?

Akash Kumar works for Scotiabank.

What is Akash Kumar's role at Scotiabank?

Akash Kumar is listed as Financial Advisor at Scotiabank | IFC | RFRA® | Tailored Financial Solutions | Wealth Management & Planning at Scotiabank.

Where is Akash Kumar based?

Akash Kumar is based in Waterloo, Ontario, Canada while working with Scotiabank.

What companies has Akash Kumar worked for?

Akash Kumar has worked for Scotiabank, Axis Bank, and Hdfc Bank.

Who are Akash Kumar's colleagues at Scotiabank?

Akash Kumar's colleagues at Scotiabank include Carman Lamb, Maria Fernanda Parra, Jordan White, Amelia Urteaga, and Matthew Tarhabi-Boucher.

How can I contact Akash Kumar?

You can use AeroLeads to view verified contact signals for Akash Kumar at Scotiabank, including work email, phone, and LinkedIn data when available.

What schools did Akash Kumar attend?

Akash Kumar holds Postgraduate Degree, Financial Technology, 3.9 Gpa from Seneca Polytechnic.

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