Bharat Rawat Email & Phone Number

Financial Advisor of the Year 2021 West Division! 2022 Beyond Recognition Recipient for Excellence in Sales and Service!

Delta, British Columbia, Canada

Burnaby, British Columbia, Canada

Delta, British Columbia

Over 3 years of full time work experience at CIBC helping clients achieve their financial goals by providing trusted advice and solutions to clients using effective probing skills, understanding client needs and goals and leveraging my knowledge of investments, lending and cash management services. Experienced in delivering a well rounded client experience by covering the four important quadrants of Cash Management, Retirement/Investment Planning, Credit Planning and Wealth Protection. Consistently been among the top performers in Surrey Delta New Westminster district in achieving sales targets through proactive planning, outbound calls, lobby leadership, gap analysis, identifying the right opportunities and building rapport and trustworthy relationships with clients by providing meaningful and right advice. Active engagement of business partners such as Mortgage Advisors and Financial Advisors as needed. Quartile 1 rank in the third 120 day period for fiscal 2017. Ranked 4th in the district for Market-Linked GIC sales under the Managed Money segment with 328% to plan for fiscal 2017. Q1 Achiever for first Quarter of Fiscal 2018. 103.4% benchmark score for Individual Performance report for Fiscal 2018. Ended Fiscal 2018 with 197% for Secured Lending (Mortgages, Lines of Credits) and 187.7% for Managed Money (Mutual Funds, GICs). Demonstrated effective team management skills by organising branch meetings and demonstrated efficient coaching skills as a mentor for new FSRs as part of an all new look branch sales team for second half of fiscal 2017 and entire 2018. MFDA Mutual Funds Licensed. Investment Funds in Canada (IFIC) certified.

Vancouver

• Successfully evaluated customer rental needs and provided exceptional customer service experience for customers in a major dealership at Brian Jessel BMW, Boundary Road. Increased the Enterprise Service Quality Index (ESQI) from 86% to 93% in a space of a month while overseeing branch operations for 2 months in the absence of Assistant Manager. • As a Management Trainee, successfully ran Branch operations in the Dealership store for a period of 2 months. Implemented operational policies and SMART action plans, with regular customer feedback and follow up, to increase operational revenue, provide excellent customer service and increase Service Quality Index scores. • Actively involved in Fleet Planning/Logistics and forecasting to meet customer expectations. • Successfully learned and implemented operational goals to improve branch performance. • Exhibited proficient sales skills and successfully achieved Top Half of Performance Matrix standings with increased additional revenue for consecutive 5 months in a 6 months period. Earned monthly sales bonuses for 6 consecutive months in a 10 month period. • Successfully completed 3 Career Advancement Training (CAT) programs and Management Qualification Interview (MQI) to be promoted to Management Assistant in 1 year.• Trained new employees at branch level and on branch operational policies and operational tools like Rental Financial Systems for Account receivables, invoices and payments. • Regularly Updated Performance Development Meeting (PDM) tool and conducted marketing/sales calls at various dealerships, auto body shops and corporate accounts to increase rental business and customer referrals at Branch level.

Vancouver, Canada Area

• Supporting business operations and solution product organization. Helping in providing access to reports to the Platform Solutions team. Solving queries for the same. • Participating in forecasting calls with regional sales teams and understanding the business process. • Assisting in global operational reviews to assess quarterly performance across regions and solutions and preparing reports for the same. • Assisting in various projects of team members and perform data analysis to identify discrepancies in data. • Learning about key Sales Intelligence focus areas, such as Competitive Intelligence and Strategy & Planning.• Regularly communicating team activities and deliverables to team members and organizing team meetings. • Coordinating cadence and planning across the team.

Bangalore

• Achieved a good growth in institutional business for my products in Sri Jayadeva Institute of Cardiovascular Sciences, a major Cardiac Institute in India and Asia via strategic sales. Was able to progressively increase my sales target using strong organisational, planning skills and marketing of professional services via organising and conducting CME’s (Continuing Medical Education) programs. • Used efficient market research skills, sales planning, sales forecasting and implementation to achieve a growth on sales of 125% in 2 years for a given territory. • Received regular recognition and appreciation from the Product Management team and Sales Manager at Head Office for my work in increasing demand of my products at a major medical institute in my domain – Sri Jayadeva Institute of Cardiovascular Sciences. • Received IRP’s (Instant Recognition Points) for my consistent performances. • Organized classroom sessions and training sessions for the new employees and also inducted the new employees by coaching them and communicating to them the work norms of the company as well as, by helping them in the field activities. • Increased my productivity by 50-60% in the last 2 years of my career with Pfizer in my products segment and territory (medical institutes and hospitals). • Demonstrated persuasive communication skills and effective customer-relationship building skills for introducing our new launch product “Cyklokapron” in a major institute, Sri Jayadeva Institute of Cardiovascular Sciences. Initiated Protocol Busting Campaign at the medical institute and was able to get the product registered in the protocol for surgeries.• Demonstrated team management skills in initiating team building activities via organising meetings every week for my team members. Encouraged sharing of good practices amongst them. Achieved a 150% performance for the new product "Cyklokapron" after launch for first 4 months and maintained consistent sales at 90-120% thereafter.

Bangalore

• Demonstrated personable skills in clarifying Demon Internet account details of the UK customers. Demonstrated problem-solving skills in helping customers receive their service on time by following protocols and providing them technical as well as non-technical support. • Took active participation in team meetings. Achieved Quality Service Instant Recognition for my services to customers. Used effective coaching skills in inducting new employees on the floor and initiated and organised training sessions for them.

Bangalore

• Demonstrated good communication skills and problem-solving skills in interactions with US Microsoft customers and solved their queries with relation to their products and services. Aligned the customers with the Technical Support Team and helped them in having their issues solved.• I was also a part of the “Floor Support” team and helped the new inductees in solving queries they had and in helping them getting acquainted with the processes involved.