Gaurav Thakur Email and Phone Number

• Administer activities of YTAI (Yorkton Tribal Administration Inc) own source revenues• Formulate, draft, plan and implement YTAI economic strategies • Prepare business plans and funding proposal preparation on a fee for service arrangement• Assist YTC member first nations with development of their economic environments and funding• Attend and prepare all documents for YTC Ec Dev Commission meetings and YTC Business Development Corporation board meetings

• Currently assisting the Jordan's Principle Coordinator due to increased Case load.• Case Management• Provide a collaborative, client driven system to guide children and their families through a comprehensive array of services• Support a child and family centered approach to coordinating and connecting services• Work towards establishing multi-disciplinary hubs for families when the services they require involves a number of professionals• Help families navigate the health… Show more • Currently assisting the Jordan's Principle Coordinator due to increased Case load.• Case Management• Provide a collaborative, client driven system to guide children and their families through a comprehensive array of services• Support a child and family centered approach to coordinating and connecting services• Work towards establishing multi-disciplinary hubs for families when the services they require involves a number of professionals• Help families navigate the health and social systems in a timely manner• Help with referrals for assessments to appropriate professional• Build case management capacity through the development of an internal database management system.• Outreach and Community Engagement• Reach out to communities and invite them to use the enhanced service coordination• Build relationships with communities and collaborate with those providing existing community-based services• Work to proactively identify children with unmet needs to facilitate early intervention and timely access to services and resources• Enhance the opportunities for the success of at-risk clients and families• Locate resources; identify options and available supports (Jordan’s Principle Group and Individual Application Process)• Facilitate presentations and applications to government/community agencies• Other duties as required Show less

I aim at delivering a proactive relationship and financial advice based experience to clients who are largely professionally-managed corporations with annual sales of $1 million to $50 million. My role has 3 main focus areas:• Sales (new client acquisition and existing clientele)• Portfolio Management and Risk Mitigation – reviewing financial statements for trends, risk monitoring with assessment and credit restructuring.• Service – dealing with major issues and… Show more I aim at delivering a proactive relationship and financial advice based experience to clients who are largely professionally-managed corporations with annual sales of $1 million to $50 million. My role has 3 main focus areas:• Sales (new client acquisition and existing clientele)• Portfolio Management and Risk Mitigation – reviewing financial statements for trends, risk monitoring with assessment and credit restructuring.• Service – dealing with major issues and escalations.Key Accountability • Develop and document a needs based sales strategy, with input from RBC partners for all clients and pipeline prospects in order to grow or increase revenue, client profitability and client loyalty.• Leverage sales enablers including sales planning, prospecting and pre-call planning tools.• Apply a continuous-improvement approach to achieving superior client experience.• Deliver financial advice and solutions that are tailored and add value to the client. Show less

I managed a complex customer portfolio using the knowledge and expertise of financial planning tools and resources.Proactive approach to customer relationship managementContributed to your branch overall success by meeting negotiated goals through effective management of my assigned portfolio of customers.Used a financial planning approach to develop opportunities to increase share of wallet from existing portfolios, and generate new customer acquisitions through… Show more I managed a complex customer portfolio using the knowledge and expertise of financial planning tools and resources.Proactive approach to customer relationship managementContributed to your branch overall success by meeting negotiated goals through effective management of my assigned portfolio of customers.Used a financial planning approach to develop opportunities to increase share of wallet from existing portfolios, and generate new customer acquisitions through referrals from assigned customers and COIs. Show less

I manage assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotia Bank's Service Standards.I am also responsible for acquiring new small business owner relationships and expand existing ones to achieve sales and other goals.I manage an assigned credit portfolio at an acceptable level of risk Contribute to the Branch's overall financial and non-financial… Show more I manage assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotia Bank's Service Standards.I am also responsible for acquiring new small business owner relationships and expand existing ones to achieve sales and other goals.I manage an assigned credit portfolio at an acceptable level of risk Contribute to the Branch's overall financial and non-financial objectives.Expert knowledge of the applicable software and technology platforms for Small Business. Show less

I manage assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotia Bank's Service Standards.I am also responsible for acquiring new small business owner relationships and expand existing ones to achieve sales and other goals.I manage an assigned credit portfolio at an acceptable level of risk Contribute to the Branch's overall financial and non-financial… Show more I manage assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotia Bank's Service Standards.I am also responsible for acquiring new small business owner relationships and expand existing ones to achieve sales and other goals.I manage an assigned credit portfolio at an acceptable level of risk Contribute to the Branch's overall financial and non-financial objectives.Expert knowledge of the applicable software and technology platforms for Small Business. Show less

Advise Personal Banking Products to meet Customer NeedsService Customer NeedsContribute to the overall business objectives of the branch team.

Qualitative Research Project using innovative qualitative research platform "Ramius Recollective"

Programming and management of online survey using fluid surveys.

1- Associating in strategic consulting including business plan & sales strategy development on Internet Marketing Front.2- Industry based research on marketing concepts and trends.

Financial Service Advisor

Project : HSBC Bank