Hoda Naderi Email & Phone Number

Vancouver, British Columbia, Canada

• Providing investment advice and educating clients with respect to their individual criteria to address complex credit and investment needs.• Provide investment advice to clients with regard to Mutual Funds, GICs or other types of investment.• Advising clients on Lending and credit products, both secure and unsecured loans, credit restructurings, personal Line of credit, and Home line of credit.• Providing advice on Mortgages, Refinancing, and Mortgage renewal.• Engaging proactively with clients to uncover their banking needs, providing help and advice, and identifying sales and referral opportunities.• Develop investment strategies to meet short and long-term financial objectives.• Initiated Leads to prospective clients and follow-up routine to maintain higher satisfaction of existing clients.

• Provided expert financial advice in day-to-day banking: Chequing, savings, credit cards, lines of credit, and personal loans.• Supported branch to drive growth and development, consistently exceeding 100% of sales targets and referral targets each quarter.• Engaged in promotional campaigns and advised customers of new valuable services and products – leading to top-quartile performance. • Led branch in referrals to mortgage and investment specialists – always doing right by the customers.• Managed leads and renewal call lists to grow customer acquisition and reduce attrition.

Burnaby, British Columbia, Canada

• Engaged customers in friendly, professional dialogue to determine needs.• Developed relationships with customers and effectively presented Neo Credit Service Promotions that exceeded sales goals• Offered each customer top-notch, personal service to boost sales and customer satisfaction• Drove substantial sales through suggestive selling and by promoting add-on purchases.

Sari County, Mazandaran, Iran

• Conducted thorough financial analysis to support decision-making processes.• Developed and maintained financial models for forecasting and budgeting purposes.• Prepared comprehensive financial reports and presentations for stakeholders.

Mazandaran, Iran

• Conducted training sessions to enhance workforce skills and ensure compliance with industry standards.• Provided strategic guidance for performance management and employee development.• Collaborated with clients to address specific HR challenges and deliver tailored solutions.• Aided senior leadership during the executive decision-making by generating daily status and maintenance activity reports recommending corrective actions and improvements.

Master'S Degree, Marketing

Bachelor'S Degree, Computer Software Engineering