Financial planning analyst at Ameriprise Financial

• Reviewed and evaluated financial loan applications, assessed applicants’ credit worthiness, and risk assessments to improve the sales and limit future collection items.• Exceeded branch targets by upselling high margin Easy Financial Service Insurance products attached with loan applications.• Advised customers on how credit works and different ways on how they can achieve a good credit by reviewing their credit report• Built superior relationships with customers by listening and understanding their long term and short term financial goals and needs, and match it with the best lending solutions.• Increased Sales opportunities by setting up creative walk-in campaigns as well as by outbound sales call

• Recommended and sold products that matched with the profile of the client for financial success• Developed brilliant relationships with clients with a high attach rate of sold financial products• Partnered with President Choice and AMEX to build better rapport with clients• Collaborated with other team members to provide clients with the right opportunities• Leveraged the use of technology across broad range of devices to fill out the applications for the clients

• Fielded an average of 100 customers per day• Partnered with various banks such as Rogers, Canadian Tire, President's Choice, CIBC and promoted features of their MasterCard to acquire applications• Increased customer satisfaction and loyalty by responding to customers inquiries and resolving customers’ concern on the spot• Monitored timescales and resources used to achieve daily sales target• Complied with regulatory requirements such as Know Your Customer (KYC) as part of the work• Boosted daily sales by 10% by being adaptive to customer behavior

• Partnered with Rogers Bank to promote their MasterCard and acquired applications for the same• Synchronous interaction with the customers• Used interpersonal skills to establish strong relationship with the customers• Developed a clear understanding of the clients financial goals• Implemented problem solving skills to assist customers experiencing issues• Monitored team progress and enforced deadlines• Monitored the effective utilization of the available resources

• Tracked current and emerging designs and consumer trends• Recommended fresh innovative and creative ideas to the designers• Delivered the products and services within the time constraint• Displayed and presented trousseau designing for exhibitions• Gathered and documented business requirements, extraction, compilation and reporting tasks • Provided after sales services• Developed excellent spoken and written communication and presentation skills by sending emails and interacting with the clients• Monitored the effective utilization of the available resources