Junaid Alam Email & Phone Number

Burlington, Ontario, Canada

Oakville, Canada

• Identified prospects through Centers of Influence or market study, determined their financial needs, presented bank’s products, and completed paperwork to execute transactions in order to achieve sales targets.• Retained and strengthened current relationships and developed new businesses through cross-sell and referrals.• Partnered with internal specialists across organization (Treasury Management, Wealth Management, Cash Management, Trade Finance, Retail Banking and Insurance) to achieve bank’s cross selling objectives. Formulated sales strategies with internal specialists to increase share of wallet.• Managed portfolio of clients from diversified sectors including manufacturing, trading, contracting and real estate. In manufacturing, the clients were from petrochemicals, oil & gas, steel pipe, food, paper and building materials including cement. • Evaluated and prepared credit requests through risk assessment, credit analysis, financial statement analysis, and made appropriate recommendations to the higher bank management for approval.

• Developed business by extending credit facilities to existing and new clients.• Executed a calling program to meet existing and prospect clients to understand their financial needs and to market bank’s products. • Assisted internal partners with their business development goals by providing referrals and making joint calls. Also, formulated sales strategies with business partners to increase share of wallet. • Undertook and managed credit evaluation process (risk management, due diligence, credit analysis and financial analysis) of the assigned portfolio on a periodical basis.

Certificate, Investment Funds In Canada

Master Of Business Administration - Mba, Banking & Finance

Activities and Societies: Treasurer of the Banking Students Forum

Bachelor Of Commerce - Bcom

High School, Science