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Ossama G. Email & Phone Number

Investments specialist at TD Securities
Location: Greater Montreal Metropolitan Area, Canada 10 work roles 7 schools
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Role
Investments specialist
Location
Greater Montreal Metropolitan Area, Canada

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Ossama G. is listed as Investments specialist at TD Securities, based in Greater Montreal Metropolitan Area, Canada. AeroLeads shows a matched LinkedIn profile for Ossama G..

Ossama G. previously worked as Senior Investment & Personal Banking Specialist at Scotiabank and Personal Banking Advisor at Rbc. Ossama G. holds Associate'S Degree, Information Technology, It Infrastructure Management. from Collège Lionel-Groulx.

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TD Securities

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About Ossama G.

Sales-oriented with ability to motivate employees to excel in sales and service.Displays professional attitude/conduct and high energy level. Evaluate quality of service provided to customers and develop procedures to minimize customer complaints.Ability to make sound decisions and take actions based on established policies and procedures.Strong organizational, interpersonal and task prioritization skills.

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Ossama G.'s current company

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TD Securities
Td Securities
Investments specialist
Montreal, QC, CA
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10 roles

Ossama G. work experience

A career timeline built from the work history available for this profile.

Investments Specialist

Montréal, Québec, Canada

Senior Investment & Personal Banking Specialist

Quebec, Canada

Develop and build trusted customer relationships with emphasis on providing advice relative to more complex investment and retirement planning strategies by:Understands customer’s life priorities and preferences, analyzing their needs and recommending the relevant advice and solutions to help them achieve their goals.Using financial planning tools to demonstrate the benefit of advice provided and support the solutions recommended with emphasis on meeting the customers short, medium and long term investment needsConducting comprehensive reviews for assigned clients including retirement planning, wealth accumulation and estate planning etc. actively engaging customers in the process.Identifying referral opportunities in response to changes in needs/preferences and where necessary, referring the customer to the appropriate Wealth Management Partner.Generating and closing in-branch referrals and mining of branch generated competitor statements.Provide high quality advice, across the full range of deposits and investment products and services.

Oct 2018 - Mar 2020

Personal Banking Advisor

Rbc

Montreal, Canada

Calling clients Proactively and engage them to a conversation with a holistic approach in order to identify and address their short, mid and long term goals, assist them the right banking advice and solutions to meet clients’ banking and financial needs with the everyday banking transactions by help them open the right account and promote the personal banking services.Responds to the client's primary needs and inquiries, providing information and proposing solutions which result in positive client experience and generate sales.Look for opportunities to offer additional advice beyond the immediate need by referring to appropriate partners in efficient manner.

Jun 2013 - Oct 2018

Inbound Sales/Customer Service Agent

Montreal, Canada Area

• Dedicated to meeting and strives to exceed the needs of internal and external customers by delivering high quality services. Acts with customers in mind, establishes and maintains effective relationship with customers and gains their trust and respect, communicates with customers in a warm, helpful and professional manner while simultaneously building credibility and rapport.• Impact and Influence – The ability to persuade, convince, negotiate with, influence, and/or sell others, in order for them to support ideas/objectives or purchase items. The desire to have a specific impact, to gain acceptance of an idea, plan, activity or sell a service or product.• Review and investigate customer issues/problems in accordance with Sears policies and procedures.• Communicate with customers in a warm, helpful and professional manner while simultaneously building credibility and rapport, regarding actions and satisfactory resolutions, communicate and consult with business units as required in resolving issues Home Central, retail stores.• Receive and respond to customer issues, concerns, queries, via telephone, e-mail and referrals from other departments. This includes problems with delivery, queries regarding account charges, damaged merchandise.• Follow-up with customers as required ensuring customer satisfaction with resolution. Item repaired accordingly, replacement merchandise delivered, incorrect charges removed from account.• Maintain appropriate documentation and records of customer issues, concerns, action taken for resolution, in accordance with Sears systems, policies and procedures. Communicate and share information and resolutions with other customer service staff.• Work in compliance with all laws and regulations and attend or complete all required health and safety training, report all accidents and take every precaution reasonable to ensure personal safety and the safety of others.

Jun 2012 - Jun 2013

Sales And Customer Service Manger ( Branch Manager )

Flash Tour

Aswan, Egypt

• Plan, direct, organize and evaluate daily operations, lead, direct and manage inbound and outbound site operations to ensure that the operations staff executes service agreements or above the customer's standards.• Responsible for the supervision of all branch departments (Tourism and Transportation) employees to ensure that day-to-day branch activities and operation achieve the highest possible level of Customer Service.• Lead 20 administrative and operational employees and over 70 Tour guides and sales team.. Develop annual operating budgets for sales, expense lines and approve complete operating budget, monitoring performance to achieve budgeted results, manage revenue and expenses to reflect budget constraints to reach the approved and planned budget, Set quarterly, annual targets and objectives.• Plan, direct, organize and evaluate daily operations, lead, direct and manage inbound and outbound site operations to ensure that the operations staff executes service agreements or above the customer's standards.• Provide services to all external and internal customers.• Responsible for Branch Profit and Loss including gross profit / cost control / net profit.• Establish and implement policies and procedures, Oversee the analysis of sales data and information, oversee the preparation of reports, Prepare reports, Respond to customer complaints.• Teambuilding, train and manage staff and assign duties, Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales.• Read guest comments reports and other ad-hoc reports, resolve problems that arise, such as customer complaints and supply shortages, Customer service oriented.• Develop and implement marketing strategies, Determine staffing requirements, recruit and train staff. • Develop effective business and corresponding action plans, set quarterly aims, targets and objectives.

Mar 2000 - Apr 2012

Sales & Costumer Service Operation Manager

Flash Tour

Louxor / Aswan

Organization Traveling programs• Manage the daily operational and fiscal activities of the departments (Transportation and Tourism) to include: staffing levels, budgets, and financial goals, daily movement transfers, visits, Departures and Arrivals of clients, busses and all excursions sightseeing areas, excursions tools are always in safe working condition, Ensured safety methods, practices and programs provided to clients were implemented.• Follows established policies and procedures. • Manage staff, preparing work schedules and assigning specific duties.• Plan, organize and direct activities, itineraries, excursions, sales promotions, coordinating with other department heads as required.• Direct and coordinate organization's financial and budget activities to fund operations, maximize investments, and increase efficiency.• Establish and implement departmental policies, goals, objectives, and procedures, conferring with board members, organization officials, and staff members as necessary.• Determine staffing requirements, and interview, hire and train new employees, and oversee those personnel processes.• Contribute to short and long-term organizational planning and strategy as a member of the management team.• Improved the operational systems, processes and policies in support of organizations mission, specifically, support better management reporting, information flow and management, business process and organizational planning.• Management of agency budget in coordination with the regional manager.• Development of individual program budgets• Responsible for leadership and coaching of the transfer men, tour guides, and the operations Team.• Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.• Strategic leader and entrepreneur with a successful background building and leading top performing teams focused on exceeding goals in the areas of sales marketing.

Jun 1997 - Mar 2000

Sales Operation Coordinator And Customer Service

Tarrot Tour Garranah

Hurghada / Egypt

• Compute cost of travel and accommodations, using calculator, computer, carrier tariff books, and hotel rate books, or quote package tour's costs.• Converse with customer (foreigner agents) to determine excursions and activities, mode of transportation, travel dates, financial considerations, and accommodations required• Plan, describe, arrange, and sell itinerary tour packages and promotional travel incentives offered by various travel carriers.• Provide customer with brochures and publications containing travel information, such as local customs, points of interest, country regulations.• Print, request transportation carrier tickets, using computer printer system, system link to travel carrier.• Book transportation and hotel reservations, using computer terminal, telephone, fax.• Preparing Bills and invoices.

Sep 1992 - Jun 1997

Tour Leader (Group Escort)

Tarrot Tour Garranah

Hurghada / Egypt

• Plan tour itineraries, applying knowledge of travel routes and destination sites.• Resolve any problems with itineraries, service, and accommodations.• Sell travel sightseeing packages.• Arrange for tour, expedition details such as accommodations, transportation, equipment, and the availability of medical personnel.• Evaluate services received on the tour, and report findings to tour organizers.• Lead individuals, groups to tour site locations and describe points of interest.• Escort individuals, groups on cruises, sightseeing tours, through places of interest such as Temples, Tombs, the Pyramids, the Egyptian Museum and other historical sightseeing.• Distribute brochures, and explain establishment processes and operations at tour sites.• Monitor visitors' activities to ensure compliance with establishment, tour regulations and safety practices.• Verify amounts and quality of equipment prior to expeditions, tours.• Pay bills and record checks issued.• Attend to special needs of tour participants.• Give advice on sightseeing and shopping.• Provide information about wildlife varieties and habitats at Eastern Arabian Desert and Red Sea Mountain, as well as any relevant regulations, such as those pertaining to diving and fishing.

Mar 1990 - Sep 1992

Sales Representative

Tarrot Tour Garranah

Cairo

• Greet and register visitors, and issue any required identification badges or safety devices.• Provide tourists with assistance in obtaining permits and documents such as visas, passports, and health certificates, and in converting currency.• Provide directions and other pertinent information to visitors.• Provide for physical safety of groups, performing such activities as providing first aid and directing emergency evacuations.• Research environmental conditions and clients' skill and ability levels in order to plan expeditions, instruction, and commentary that are appropriate.• Solicit tour patronage and sell souvenirs.• Speak foreign languages (French Language, English Language) to communicate with foreign Clients.• Plan, Organize, the provided itinerary and excursions to the clients and proposing other excursions to be sold for them in additional.• Conduct historical and educational activities for clients.• Describe tour points of interest to group members, and respond to questions.

Nov 1988 - Mar 1990
7 education records

Ossama G. education

Associate'S Degree, Information Technology, It Infrastructure Management.

Activities and Societies: IT Infrastructure managementIT Infrastructure management

Diplôme D’Études Professionnelles, Computer Technology/Computer Systems Technology, Diplôme D’Études Professionnelles

Activities and Societies: Technologie informatique / technologie des systèmes informatiquesTechnologie informatique / technologie des.

Diplôme De Premier Cycle D'Études Universitaires, Électromécanique De Systèmes Automatisés

Institut Supérieur Technique

Activities and Societies: Électromécanique de systèmes automatisés Automated Systems Electromechanics

Certficat, Secondary Education And Teaching

El Ahram Secondary School

Activities and Societies: Secondary-Science & Mathematic

Preparatory, Physical Sciences

Saint Joseph, Caire
FAQ

Frequently asked questions about Ossama G.

Quick answers generated from the profile data available on this page.

What company does Ossama G. work for?

Ossama G. works for TD Securities.

What is Ossama G.'s role at TD Securities?

Ossama G. is listed as Investments specialist at TD Securities.

Where is Ossama G. based?

Ossama G. is based in Greater Montreal Metropolitan Area, Canada while working with TD Securities.

What companies has Ossama G. worked for?

Ossama G. has worked for Td Securities, Scotiabank, Rbc, Sears Canada, and Flash Tour.

How can I contact Ossama G.?

You can use AeroLeads to view verified contact signals for Ossama G. at TD Securities, including work email, phone, and LinkedIn data when available.

What schools did Ossama G. attend?

Ossama G. holds Associate'S Degree, Information Technology, It Infrastructure Management. from Collège Lionel-Groulx.

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