Rahul Joshi work email
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Rahul Joshi personal email
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Having rich experience of 19 years working as Wholesaler/Business Development Specialist/Financial Advisor/Team Leader/ Lending Specialist / B2B & B2C Sales Expert with strong skills in the following areas:-• Excellent communication skills• Mortgage Lending & Mortgage Protection Insurance Sales Experience• Demonstrated ability to work in a fast paced environment.• Good working knowledge of mutual fund industry and KYC, Audit/Compliance requirements.• In depth knowledge of promoting and selling financial services to meet given sales targets to retail and institutional clients. Handled Sales Teams in 4 provinces.• Highly skilled in conducting in-depth view of clients’ financial circumstances, future aims and advising appropriate financial salutations.• Relationship Building with Advisors, soliciting mutual funds to Advisors & a team player. • Multi-tasking ability and workaholic. • Well versed with MS Office applications.
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Business AdvisorScotiabankEdmonton, Ab, Ca
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Internal Business Development Manager(Pmc)-Broker ChannelManulife Bank Of Canada Aug 2022 - PresentGreater Edmonton Metropolitan Area -
Mortgage SpecialistTrue North Mortgage Jun 2021 - May 2022Calgary, Alberta, Canada -
Financial Services ManagerBmo Financial Group Jan 2017 - May 2021Calgary, Canada Area• Engage customers in needs based conversations in an effort to uncover, understand and provide solutions to customers' everyday banking needs • Guide customers in determining which investment solution will not only suit his or her needs, but also create future value • Demonstrate lending expertise through following the banks established guidelines in efforts to create holistic lending solutions for the customer • Proactively connect with customers through outbound calling • Consistently interact with team members and partners in order to deliver the best customer experience possible -
Managing DirectorRuhani Impex Llp Jan 2013 - May 2015Chandigarh Area, India• Providing One Stop Solutions to Realty Developers for Residential & Commercial Projects in India • Sourcing from China• Marketing• Business Development • Sales Team Management• After Sales Service
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Assistant Vice PresidentDsp Blackrock Mutual Fund Jun 2011 - Dec 2012Chandigarh Area, India• Managing dedicated sales & operations team of 12 comprising ranks Manager, Assistant Manager & Officers• Handling Institutional, Distribution, Banking & IFA Channels sales• Responsible for generating MF business in 4 provinces in India• Activating the agency & alternate business model in the region• Increasing business share among all channel partners -
Associate Vice PresidentHsbc Global Asset Management Aug 2010 - Jun 2011Chandigarh Area, India• Managed dedicated sales & operations team for the region.• Handled Institutional Clients, National Distribution partners, Private Banks & Individual Financial Advisors • Responsible for generating assets under management business across 4 provinces• Activating the agency model in the region• Increasing business share among all channel partners & handling Corporate Clients
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Regional Sales HeadBirla Sunlife Asset Management Erstwhile Ing Investment Management (India) Pvt. Ltd. Aug 2009 - Aug 2010Chandīgarh Area, India• Handled Institutional Sales & Portfolio Management Business at Delhi NCR region.• Managed Retail, National Distributors,Private Banks & Corporate Channel Sales • Covering 4 provinces• Actively contributed in developing high value, long term business relationships• Actively Interacted with Premium High Net worth clients & Corporate Clients for building the Portfolio Management Services(PMS)
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Regional Sales HeadInvesco Asset Management (India) Private Limited Erstwhile Lotus India Asset Management May 2006 - Mar 2009Chandigarh Area, India• Designed and implemented highly productive and result oriented sales strategies and developed tactics related to local competitive situation.• Handled Retail, ND, Banking & Corporate Channel Sales of Lotus India Mutual Fund.• Motivated distributors to meet sales targets across 4 provinces• Developing new sales channels in Rural & Urban Areas.• Managed dedicated sales team of 14 comprising ranks Assistant Managers, Relationship Managers & Senior Sales Officers & actively contributed in developing high value, long term business relationships• Actively Interacted with Premium High Net worth Corporate Clients & Small & Medium Enterprises in across all provinces to understand their key financial goals and synchronized it with Tactical Asset allocation strategies.
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Relationship ManagerSbi Mutual Fund Nov 2004 - May 2006• Handling Channel Sales of SBI MUTUAL FUND.• Covering Area from J&K to Haryana.• Motivating distributors to meet sales targets.• Developing new sales channels in Rural & Urban Areas.• Coordinating a team of Assistant Relationship Managers in Jammu, Amritsar, and Shimla.• Motivating State Bank of India Relationship Managers & Personal Bankers in cross selling SBIMF schemes to SBI customers.• Conducting Association of Mutual Funds in India Exam Training classes for potential distributors.• Creating alternate sales channels to fight competition from other Asset Management Companies. -
Financial AdvisorTata Aia Life Insurance Apr 2002 - Nov 2004Chandigarh Area, India• Worked in all verticals of TATA AIA - Retail / Institutional / Group Insurance• Prospecting & Cold Calling new and existing Clients• Focused on need based selling • Presented life goal plans to meet client present & future needs.• Maximized territory coverage by proactively making outbound calls, and responding to inbound calls, to initiate business opportunities and leverage expertise of the organization• Assist with offsite support and presentations and attend industry events, as required• Built and maintained knowledge and understanding of current market trends and competitive landscape, competitor product lines, and Tata AIA's defined sales process and practices for investments and insurance• Applauded by seniors for outstanding sales achievement
Rahul Joshi Education Details
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Finance -
Information Technology -
Commerce
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Cardone On-Demand Automotive Sales TrainingAutomotive
Frequently Asked Questions about Rahul Joshi
What company does Rahul Joshi work for?
Rahul Joshi works for Scotiabank
What is Rahul Joshi's role at the current company?
Rahul Joshi's current role is Business Advisor.
What is Rahul Joshi's email address?
Rahul Joshi's email address is ca****@****ail.com
What schools did Rahul Joshi attend?
Rahul Joshi attended Panjab University, Punjab Technical University, Panjab University, Cardone On-Demand Automotive Sales Training.
Who are Rahul Joshi's colleagues?
Rahul Joshi's colleagues are Sadaf Imdad, Javier Varela, Al Loui, Jorge Hernández González, Harsh Patel, Mba, Martin Theyer, Pavan P.
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Rahul Joshi
Toronto, On -
2wpi.edu, gmail.com1 +185738XXXXX
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Rahul Joshi
Toronto, On -
Rahul Joshi
Mississauga, On
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