Arzoo Jha Email & Phone Number

Toronto, On, Ca

Million Dollar Round Table (MDRT) is a global, independent association of the world's leading financial services and insurance professionals from more than 500 companies in 70 nations and territories.

Ontario, Canada

• Converting taxes to charity and helping people leave a legacy. • Providing tax efficient strategies for business owners and professionals.

Toronto, Ontario, Canada

• Providing comprehensive risk advisory and investment solution to build future for our clients.• Support clients for wealth creation to wealth protection.• Insuring clients against uncertainties.

Toronto, Canada Area

• Played a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions.• Increases customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy• Worked closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals• Stayed knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization.

Toronto, Canada Area

• Managed customer services, sales, client relationship and banking transactions at Square One, Mississauga.• Review the customer profile and engage customers in a needs based conversation to identify potential opportunities and address every day banking plans and credit card needs. • Executed financial transactions according to bank policies and procedures.• Responded to customer inquiries, providing information on bank accounts, policies, products, and services.• Researched and resolved service-related problems.• Welcome customers warmly & meet their banking service needs including transactions with seamless execution.• Offer advice and guidance on the digital and self-serve options available with the goal of making it easy, simple and fast to bank with BMO.

Toronto, Canada Area

• Driven sales for achieving desired targets in the assigned territories.• Conceptualized and implemented sales promotional programs to maximize market coverage and brand visibility.• Evaluating performance & monitoring of sales and marketing activities for the assigned region / territory.• Product detailing and description to customers.• Analysed current market trend and competitor activities. • Developed marketing strategies to build consumer preference and drive volumes.• Developing proficiency and knowledge of Rogers’s products and services with the ability to address and make suggestion to customer needs.• Identify opportunities to support growth and provide feedback to the respective stakeholder teams.

Mumbai Area, India

• Developed new B2B / corporate accounts and managing client’s relationships.• Managed sales and distribution channels through distributors, large format retail and wholesalers.• Managed the flawless execution of proposal writing, contract signing, contract negotiations and product launch.• Managed service level, attending to clients daily enquires and identifying, managing, and resolving issues through collaboration with the support teams.• Managed governance framework at varying levels within the client to ensure alignment on company’s performance and priorities for the relationship.• Implemented merchandising across merchant outlets to have best visibility of the entire product range.• Effectively administered commercial spends to achieve sales volume goals, trade spend goals and customer contribution, including administration, record keeping, tracking and follow-up.• Prepared and maintained key account's sales and profit account to forecast the future output. • Regularly monitored and reported competitive and industry intelligence on competitors to Head office to be cognizant of competition activities.

New Delhi Area, India

New Delhi Area, India

Executive General Management Program, Business Administration

Bachelor Of Technology - Btech

Master Financial Advisor - Philanthropy [Mfa-P]

Activities and Societies: Financial Planning and Services

Life License Qualification Program (Llqp), Canada

Activities and Societies: Insurance and Investment

Personal Financial Services Advice (Pfsa)

Activities and Societies: Financial Planning and Services

Investment Funds In Canada (Ific), Banking And Financial Support Services

Activities and Societies: Financial Planning and Services