Shaleen Sharma, Cfp® Email & Phone Number

Toronto, Canada Area

• Proactively establish, develop and maintain strong client relationships through regular contact and by providing timely, value-added information, advice and recommendations
• Engage with several new and existing clients every day to understand their long term financial goals and objectives and their short term financial needs, present customized financial recommendations, offer advice and.
• Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in consolidation of assets and earn referrals from your clients and friends
• Monitor overall portfolio, reviewing progress against planned activities and targets and maintain overall responsibility for portfolio management including credit management
• Network regularly with existing clients and referrals in order to build relationships and gain referral business
• Acting as a clients’ main point of contact and accountable for responding to their questions and concerns and ensuring they are aware of all the ways to do their day to day banking

Toronto, Canada Area

• Provide an exceptional experience for new and existing clients by identifying their needs through the utilization of CIBC Financial tools
• Plan business activities to meet weekly sales, service and referral targets for personal and small business clients
• Proactively initiate phone calls to book appointments with clients to discuss their needs and to offer financial solutions
• Accurately capture and validate clients’ personal and financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures
• Act as Branch Manager during his/her absence
• Demonstrate a strong code of ethics while adhering to and protecting client privacy

Toronto, Canada Area

• Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients
• Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities
• Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection
• Demonstrate the benefits and assist clients in using all channels such as Bank Machines, Telephone Banking, Mobile and Online Banking
• Resolve client problems quickly and/or refer to colleagues, as appropriate
• Work as part of a team to ensure the client is receiving the most appropriate advice and introduce them to the appropriate colleague to meet their needs

Toronto, Canada Area

• Appreciated for excellent customer service based on customer feedback.
• Held lowest cash variance for 2 consecutive months thereby preventing loss for the business.
• Promoted from Sales Associate to Certified Senior Sales Associate within 2 months of hiring.
• Provided prompt, efficient and courteous customer service.
• Developed & executed marketing/sales plans.
• Recruited and trained staff along with assigning duties to them.

Gurgaon, India

• Sourced new accounts from the existing corporate base and delivered on meeting assigned targets.
• Cross-sold asset products of the bank, namely, Mortgage, Line of Credit, Cards.
• Ensured that the KYC/AML norms of the bank are complied with at all times.
• Executed marketing events and promotions to generate business in their catchments, in conjunction with support departments.
• Maintained call reports and MIS as required.
• Responded to customer complaints in a timely manner and to customer satisfaction.

Toronto, Canada Area

• Worked independently and as part of a team to achieve high sales objective. Addressed at least 100 website inquiries per day, and resolving their grievances the same day.
• Researched and developed a database of products which could be sold online which resulted in increasing the sales of the company.

Global Business Management, Global Business

B.Com.(Hons), Accounting And Finance