Yash Sharma

Yash Sharma Email and Phone Number

Retail Banker | IFSE Certified | Financial Services Specialist | Former Operations Manager @ CIBC
toronto, ontario, canada
Yash Sharma's Location
Vancouver, British Columbia, Canada, Canada
About Yash Sharma

Experienced Retail Banker with expertise in customer relationship management, financial advising, and sales, skilled at identifying client needs, driving revenue, and delivering tailored financial solutions. Former Operations Manager with a strong background in CRM, HR management, finance, and strategic planning. Adept at leveraging technology for operational efficiency and fostering strong client relationships. A self-driven, analytical leader with a commitment to continuous learning and professional development through certifications and research.

Yash Sharma's Current Company Details
CIBC

Cibc

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Retail Banker | IFSE Certified | Financial Services Specialist | Former Operations Manager
toronto, ontario, canada
Website:
cibc.com
Employees:
34212
Yash Sharma Work Experience Details
  • Cibc
    Customer Service Representative
    Cibc Jul 2023 - Present
    Vancouver, British Columbia, Canada
  • Yashshree Academy
    Operations Manager
    Yashshree Academy Apr 2016 - Jun 2023
    Ahmednagar
    - Adhering to all business standards & processes for customer acquisition, opportunities, and client relationship management.- Developing effective working relationships with students & parents through regular meetings; identifying and obtaining further sales and business development opportunities.- Developing a sales & marketing plan and attending industry events to build relationships with key prospects.- Professionally and creatively responded to various incoming Requests for Information (RFIs) and Requests for Proposals (RFPs) from clients.- Working closely with colleagues to identify new business prospects and cross-sold integrated educational services/ products; providing regular feedback about marketplace and competitor activity.- Conducted market research through industry contacts, publications, and trade events and tracked business news to identify ideas for growth.- Scheduling meetings with parents, researching educational business and requirements, and preparing & delivering presentations at schools to generate business.- Maintaining customer relationships and ensuring customer loyalty through excellent customer service by meeting client needs appropriate to their business.- Actively monitored customer feedback and utilised data-driven insights to identify areas for improvement. I identified recurring issues by analysing customer surveys and developed targeted training programs to address them. - Involved in financial planning, receipting, budgeting, banking, and working capital management.
  • Moneywise Financial Planners
    Finance Intern
    Moneywise Financial Planners Apr 2015 - May 2015
    Pune, Maharashtra, India
    - Studying various investment avenues.- Delivering presentations to clients based on their investment needs and risk-taking abilities. - Developing profitability and risk indexes for presentations.- Cold calling to generate Sales Leads.- Building and Maintaining Client Relationships Professionally.- Providing top-notch customer service.
  • Automotive Research Association Of India (Arai)
    Hr Intern
    Automotive Research Association Of India (Arai) Apr 2013 - May 2013
    Pune, Maharashtra, India

Yash Sharma Education Details

Frequently Asked Questions about Yash Sharma

What company does Yash Sharma work for?

Yash Sharma works for Cibc

What is Yash Sharma's role at the current company?

Yash Sharma's current role is Retail Banker | IFSE Certified | Financial Services Specialist | Former Operations Manager.

What schools did Yash Sharma attend?

Yash Sharma attended University Canada West, Mit School Of Business, Mitsom | Mit School Of Management, Varqa School, Ahmednagar.

Who are Yash Sharma's colleagues?

Yash Sharma's colleagues are John Martin, Andrew Salis, Cim, Caia, Brian Kennedy, Jim Hu, Debbie Hartle, Manoj Reddy, Xia(Emily) He.

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