If you learn how to learn, you'll be able to accomplish anything.Formerly, I was the youngest licensed Financial Advisor for Scotiabank, I worked hard, exceeded metrics, and took home awards with a feeling of gratitude, knowing, I was helping my clients get one step closer to their financial goals. While the experience was incredible, I knew I was not done yet. I decided I wanted to make bigger impacts, while working with some products and tailoring customer profiles I consistently pursued ways of making the client experience better. It was in those moments I started to realize, to make substantial changes for the better, I need to influence projects/products to better serve the people they are made for. This is where my curiosity for project/product management began. As a result of this newfound goal, I decided to pivot my career, and I'd start by going back to university. I enrolled in a commerce program specialized in Global Management, and in between semesters took on certifications and boot camps to consistently expand my education. In these moments, I figured out, I had inadvertently taught myself how to learn, effectively and efficiently. This is a crucial tool, many of us do unconsciously, but being aware of it has allowed me to successfully pursue more than I ever thought I could.Over the last year alone, along with full course loads (summer included), knowing how to learn has allowed me to achieve my Certificate Associate in Project Management (above target), learn HTML, CSS, Microsoft Office Suites, Power BI, Power platforms, and more!I know I'm not done learning, nor will I ever be, but my next goal is to expand my horizons to embark on positive change to better society as a whole, starting within the mental health community. If you find this story resonates with you, please, feel free to reach out. I love keeping a conversation open with like-minded individuals and I'd love to grow with the community around me.
Sour Delusions
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FounderSour Delusions May 2024 - PresentToronto, Ontario, Canada
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Sales DirectorGlimmer - Mental Health Aug 2023 - Oct 2024 -
Manager, Sales And MarketingGlimmer Oct 2022 - Aug 2023North York, Ontario, Canada● Primary source of new revenue/sales growth, with a focus on consistently improving the success and retention rate of new leads● Responsible for lead discovery and first contact with prospective clients ● Engage in SEO, ad tech, and marketing campaign management● Understanding, and best-utilizing marketing sources (including Bark, Google ads/analytics, Meta ads, etc.) ● Develop and manage the bridge between clients, intake representatives, and, respective providers ● Lead… Show more ● Primary source of new revenue/sales growth, with a focus on consistently improving the success and retention rate of new leads● Responsible for lead discovery and first contact with prospective clients ● Engage in SEO, ad tech, and marketing campaign management● Understanding, and best-utilizing marketing sources (including Bark, Google ads/analytics, Meta ads, etc.) ● Develop and manage the bridge between clients, intake representatives, and, respective providers ● Lead sales team, ensuring company ethics, goals, and best interest are maintained throughout the client lifecycle● Create iterative repeatable sales processes used to enhance sales training and team development● Aggregate, track, and analyze key performance indicators to find and maintain high-quality tactics, leads, and lead sources ● Ensure sales targets are exceeded or achieved, and reporting results via weekly pulse and recorded to achieve quarterly milestones Show less
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Learning FacilitatorTed Rogers School Of Management At Ryerson University May 2022 - Oct 2022Toronto, Ontario, Canada● Ensured systems are fully functioning prior to lesson start, and assist in correcting any technical issues● Delivered student learning related to Microsoft Excel for both business fundamentals and financial management● Provided feedback and one-on-one assistance to fortify student’s successful learning● Worked with other facilitators to ensure student questions or concerns are addressed accordingly and efficiently -
Financial AdvisorScotiabank May 2019 - May 2020Ontario, Canada• Consistently exceeded weekly metrics including pro-active calls, booked meetings, credit, investment, and day-to-day, increasing sales/transfer-ins while maintaining company strategy and customer’s best interest• Created tailored financial plans and adjustments from new, ‘walk-ins’ as well, a portfolio of 500+ designated clients using analyzed customer trends, profiles, and feedback to deepen client relationships• Drove team leadership by delegating sales and referrals to other team… Show more • Consistently exceeded weekly metrics including pro-active calls, booked meetings, credit, investment, and day-to-day, increasing sales/transfer-ins while maintaining company strategy and customer’s best interest• Created tailored financial plans and adjustments from new, ‘walk-ins’ as well, a portfolio of 500+ designated clients using analyzed customer trends, profiles, and feedback to deepen client relationships• Drove team leadership by delegating sales and referrals to other team members to ensure branch growth holistically• Presented market/competitor analysis to management, identifying growth opportunities and pivoting direction of product strategy including taking part in beta testing, training, and competitive analysis • Led the team in customer satisfaction, maintained a spot in the top 3 throughout my career entirety for satisfaction responses (C-Pulse), leading to stronger retention, and increased transfer-ins from direct competitors• Investigated areas to improve client experience, prioritized success metrics, and long-term roadmap to leadership Show less -
Universal BankerScotiabank Jun 2018 - May 2019Ontario, Canada• Consistently exceeded weekly sales and service goals, while staying aligned with the organization’s strategic/ethical obligations (KYC, AML, Cash and Custody etc.) and appropriate risk appetite• Received Scotiabank’s 2018 top individual performance award ‘Best of the Best’ representing superlative growth and sales• Developed and maintained strong relationships with management, built from clear communications, reports and consistent strategic metrics being achieved• Presented… Show more • Consistently exceeded weekly sales and service goals, while staying aligned with the organization’s strategic/ethical obligations (KYC, AML, Cash and Custody etc.) and appropriate risk appetite• Received Scotiabank’s 2018 top individual performance award ‘Best of the Best’ representing superlative growth and sales• Developed and maintained strong relationships with management, built from clear communications, reports and consistent strategic metrics being achieved• Presented tailored product solutions to clients and provided a reliable point of contact for customer requests• Drove initiative in customer/employee health and wellbeing, appointed to Occupational Health and Safety representative Show less
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Customer Service RepresentativeScotiabank Feb 2018 - Jun 2018Ontario, Canada• Effectively performed in a fast-paced environment with impeccable customer service and communication skills• Learned about client needs and made quality referrals to advisors and small business representatives when appropriate• Demonstrated a consistent desire to learn and problem solve throughout the day to day operations• Focused on customer satisfaction with efficient service, problem resolution, and service with a smile
Shaqeel Sarif Skills
Shaqeel Sarif Education Details
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Global Management Studies W/Finance Minor
Frequently Asked Questions about Shaqeel Sarif
What company does Shaqeel Sarif work for?
Shaqeel Sarif works for Sour Delusions
What is Shaqeel Sarif's role at the current company?
Shaqeel Sarif's current role is Financial and Insurance Advisor.
What schools did Shaqeel Sarif attend?
Shaqeel Sarif attended Ted Rogers School Of Management At Ryerson University.
What skills is Shaqeel Sarif known for?
Shaqeel Sarif has skills like Leadership, Customer Experience, Financial Advisory, Banking, Product Knowledge, Retirement Planning, Sales, Microsoft Powerpoint, Teaching, Customer Retention, Customer Satisfaction, Communication.
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Shaqeel Sarif
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