Responsible for increasing Client Engagement, helping them with Problem Solving and providing expertise by leveraging my product knowledge. Putting client’s goal first and being engaged with them with full heart and mind. Showing clients value in products by stating the saving/ return per year concept and demonstrating a helpful environment to the clients. I was directly responsible for all personal unsecured lending options and interviewing for all personal secured lending options and sending the application over to the secured borrowing team (mortgage specialist). I directly screened secured credit applications, make sure TDSR and GDSR ratios are within guidelines, making sure client’s see value to the solutions offered by advising them on long term savings (cashflow and interest both).Displayed 3 quarter results at about 140% to target consistently.

Worked as a part-time Technology Sales Associate, focusing in Sales of Electronics such as Laptops, Mobile Phones, Camera's , Printers and many more. Serving 20+ customers per hour.•Sales Target• Customer Satisfaction • Relationship Selling• Planogram of the store•

Reconciliation and reporting of Various daily, weekly and monthly Fund Portfolio’s dealing in Equity, Fixed Income, International and Domestic securities. Liaise with clients, custodial and pricing groups to solve problems and maintain due diligence in reflecting accounting records.Preparation of various reports such as :-Portfolio valuation reportRunning Net Asset ValueProfit and loss statementNet Worth Statement. Income statement. Preparing Preliminary and Final Evaluations of Funds assigned in accordance to end of the day prices( as per Bloomberg) of various securities traded. Forex Management• Trade Management• Portfolio Management