Teresa Raju Email & Phone Number

Calgary, Alberta, Canada

Calgary, Alberta, Canada

Managed the Client Care Team consisting of 2 Client Care Team Leads and 22 Client Care Representatives.Recommended process Improvements, created workflows & implemented KPIs related to Client Care.Led the Client Care department through the roll-out of Salesforce and ongoing enhancements to improve performance results and deliver client-centric and timely service.

Led remote marketing strategy consultations to Independent Financial Advisors and Increased business growth by 40 new client accounts.Managed client onboarding from outbound sales calls, account sign up to, following up on overdue accounts, customer service, responded to client inquiries through email, phone, and social. To Kick-off meeting, creating specialty content campaigns with compelling Topics.Collaborated with a remote team, communicating client needs to be executed from client discovery. Creating sales tools- pricing & product sheets. Streamlined processes - created sales procedures, sales flowchart, sales FAQ.

Atb Calgary Campus, 3699 63Rd Avenue Ne

Provided direction, and guidance on processes to a team of 18 Financial Advisors with the end goal of delivering an amazing client experience. Recommended investment solutions to help clients become better investors, reach their financial goals and achieve happiness. Accomplished Growth Achievers 35, 35- Achieving 35 accounts with $350,000 in gross assets.Re-aligned our Branch Ambassador program, including renaming, ensuring we have more presence within the branch market network, and now our program is on MyWiki.

Calgary Sixth Ave Branch

Developed and managed a large book of business. Educated personal and business clients about our products and services and provided recommendations that would fit their needs.Strong Relationship Building and Account Management skills demonstrated with my client base. Built a large book of business eclipsing 900 clients through warm calling ATB CRM database, cold calling in the business sector, networking, and email marketing.Earned Iron Roster 2017 for consistently meeting & exceeding account proficiencies and mandates.Built a strong referral partnership with my center of influences. Recognized in my peer group with one of the highest partner referrals.Established a Branch Newsletter to create exposure, stay top of mind, and built additional business.

Calgary Sixth Avenue Branch

Account Management, providing solutions for: Business Accounts, Mortgages, Home Equity Line of Credits, Loans- Personal & Consolidation, MasterCards, Student Banking, Investments- GIC's, RRSP, TFSA, RESP, Banking for New Canadians.Networked with businesses in the surrounding area to market my branch, our Group Financial Services and MasterCard programs. Through this effort, I pioneered the airline company (Jump On) to use ATB as their credit card representative through my pic.Recognized in my peer group with one of the highest planning tool sign ups and partner referrals.

Calgary, Canada Area

Provided coaching, training, and direction to my team.Planned, organized, and execute business building and community outreach initiatives.Developed a consistent training program for employees.Structured monthly sales incentives to motivate employees.

Calgary, Canada Area

Educated clients on Saving, and Borrowing solutions that would fit their needs. Client Relations, Community Outreach.Consistently Exceeded monthly and annual performance goals by 10% annually. Awarded with MVP by my colleagues at the National Sales Conference with ING DIRECT.

Conduct & Practices Handbook Course, Investments And Securities

Canadian Securities Licence

Business Administration And Management, General