Sam Islam Email & Phone Number

Whitby, Ontario, Canada

• Drive high-level pipeline activity and generate new business. Achieve growth using whitespace analysis, outbound contact, attend industry events, eg. auto trade shows, home shows, real estate and mortgage events. Collaborate with COI's, home and auto experts. Manage and retain current portfolio of clients at renewal. Update on industry news or changes. • Exceed monthly and quarterly plans (currently over plan). Provide clients with comprehensive insurance policies and ensure adequate coverage and asset protection in place. • Farm existing client base; Educate, advise, and inform on Allstate products, policies for home, auto, third party liability. • Ensure all regulatory and compliance requirements met for each policy. Write policies with minimal discrepancy , satisfy business underwriting requirements.

Toronto, Ontario, Canada

• Develop key customer relationships sourcing and engaging C-suite Executives and drive client satisfaction at assigned accounts with outbound reach, email communication, and whitespace prospecting.• Responsible for driving the overall long-term strategy for the account, aligned to client business objectives driving successful outcomes for cloud migration, digital workplace services, client software/hardware for small and mid-size businesses (500k – 1.9M revenue).• Coordinate/collaborate with internal Softchoice resources and specialists to meet client business needs. Provide support for quote creation/handling, SLA, SOW engagement, and admin for Sr. AE aligned to accounts. • Provide on-going client mentorship to deploy technology to ensure they are learning in every step of the journey.

Whitby, Ontario, Canada

• Provided in-depth, personalized investment and retirement planning advice for wealth management (mass affluent) clients while delivering exceptionally strong results. Closed over $8.1M in long term mutual funds (new dollars) within first fiscal year. • Consistently produced over 175% to plan on a monthly basis. Recognized as top quartile performer nation-wide through out fiscal quarters. • Drove high level pipeline activity for investment sales and new client acquisition. Promoted sustainable growth of proprietary investment business in the assigned market area (Durham region) by prospecting via outbound reach by phone/email, client referrals, and COI relationships.• Adhered to Global Sales Principles, compliance and regulatory requirements. Fulfilled all on going licensing and mutual fund course requirements.

Pickering, Ontario, Canada

• Provide in-depth, personalized service for local businesses around credit needs, investments, and day to day banking as part of CIBC's expansion initiatives towards business banking clients. Drive pipeline activity through telephone and email communication. • Business banking subject expert supporting the Durham/Scarborough market in business credit structuring and development - simultaneously assist core banking clients with banking and investment solutions. • Contribute to the growing success of business/personal banking; exceeded targets by 25% in the first fiscal quarter. • Assist clients with complex lending needs (refinance, commercial credit, mortgage), investment needs (mutual funds, business GIC option). Continuously grow and develop book of business.

Ajax, Ontario, Canada

• Drive high level pipeline activity by collaborating with partners in specialized areas such as Wealth, Private Banking, and Small Business/Commercial Banking.• Coach and mentor Client Experience Advisors to ensure the right discovery questions are being asked which helps understand client needs resulting in more solutions. • Meet and exceed goals set by reporting manager engaging all tools and resources to provide best possible solution and sound financial advice.

Ajax, Ontario, Canada

• Use key financial analysis and internal tools/systems to create successful and compliant lending applications. Discuss secured/unsecured lending options along with real estate lending resolutions to help clients meet their needs such as starting a small business or purchasing first home.• Deliver wide-range investment advice using sound financial knowledge to help clients achieve goals such as saving for retirement or child’s education through RRSP, RESP, TFSA, etc. Utilize investment vehicles such as mutual funds and market growth GICs to educate clients on maximizing potential returns.

Toronto, Canada Area

• Produced solutions based on client needs and suitability. Use internal tools and systems to determine mutual funds allocations which will help clients achieve their goals e.g. Purchase of a home or child’s education RRSP, RESP, and TFSA accounts. Recommend managed portfolio solutions using sound financial knowledge, after considering clients time horizon, risk tolerance, financial health, etc. • Provided investment advice to clients through in-bound contact, branch support, and internal support by advising on a variety of investment products, specializing in mutual funds. Meet and exceed targets set by team leaders which will put clients first and maximize revenue.• Followed guidelines and regulations set by CIBC Securities Inc. compliance team; write detailed documents describing client interaction, provide descriptions of high-risk trading activity, follow through with investment profile changes or updates.

Toronto, Canada Area

• Provided excellent client advice; recommending a full range of solutions (banking, credit/lines of credit, investment, and wealth protection) simultaneously exceeding targets using effective communication, relationship building, and sound financial knowledge. Exceeding targets by 2 – 5% on a quarterly basis and won the Q1 top performer. • Drove a high level of pipeline activity, collaborating with partners (Mortgage Specialists, Retirement Planners) to ensure maximum sales productivity. Display creativity / ingenuity in presenting solutions (financial, technical, lifestyle, practical) to clients considering but uncertain about financial/investment products.• Strengthened relationships with new and existing clients while meeting clients’ short and long term financial needs, and considering the clients’ current situation, risk profile, time horizon, and other personal factors. • Assisted clients with concerns regarding accounts, credit discrepancies, and investments such as Tax-Free Savings Accounts and Registered Retirement Savings Plan.• Maintained branch sales and performance following ethics, code of conduct policies, and regulatory policies set by RBC Royal Bank.

Toronto, Canada Area

• Ensured the highest level of guest relations by welcoming, engaging and exceeding guest’s expectations.• Handled all guest complaints and transactions with the highest level of hospitality and professionalism; accommodating special requests whenever possible.• Assumed duties of entire front office during assigned schedules – ensuring smooth operation of the hotel. Assisted management in recruitment, training, and performance management.• Ensured timely and accurate audit reports are being produced, oversee emergency situations, and make prompt decisions based on the best interest of hotel policies.

Bangladesh

• Managed small business and commercial clients, proactively met with them in person and over the phone to build relationships, discover financial needs and tailor product and service recommendations e.g. Equipment leasing and vendor finance, commercial loans.• Assisted commercial banking managers with sales support, maximizing their productivity by providing administrative and customer service support. Assisting managers with assessing credit reports, market index research, and value ratios.• Prepared files, booked appointment for new/existing clients, created leads and referrals through discovering client needs

Greater New York City Area

• Placed in industry groups to complete a case study on Ford Motor Company tackling particular issues within the corporation such as; the declining of equity and earnings.• Presented findings to executives and professors such as; Marketing strategies to attract deals.

Bachelor Of Arts - Ba

Associate Of Arts (A.A.)

Investment Funds Canada