Service Representative Customer

AS

OBJECTIVE

Analytical senior advisor

with a superlative track

record managing complex

business undertakings to

mitigate risk, improve

bottom line results, while

ensuring compliance with

internal and external

guidelines. Leverage

expertise in client

relations to advance

business development

activities in financial

products and services.

SKILLS

Portfolio

Management

Strategic

Relationships

Financial Analysis

Account

Management

Risk Assessment

Market Analysis

Resource

Management

Financial Research

ASHUTOSH SINGH

FINANCIAL ADVISOR

KITCHENER, ON N2C 2L8 +1-647-***-****

EMAIL: ****.*************@*****.***

EXPERIENCE

FINANCIAL ADVISOR • TD CANADA TRUST BRANCH 1791

MAR 2018-PRESENT

Provided a full range of customized financial solutions using a financial planning approach

Analyzed investment opportunities and client needs and recommended appropriate strategies.

Execute and contribute to branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, and credit compliance and non-credit losses.

Focused on building and maintaining long term relationships

Built strong client relationships, taking a multifaceted approach to financial planning including cash and credit planning, education planning and wealth protection planning.

Worked with clients to evaluate economic conditions, provided forward thinking investment options and planning helping in clients achievement of short- and long-term goals.

Cooperated with other internal partners and external partners as client needs warranted.

Coaching and Training new staff about credit compliance and other complex units.

Contributed to the overall business objectives of the team by acquiring, retaining and growing loyal customer relationships.

Develop & Implement detailed Financial Plans for each client with focus on Retirement/Investment/Education goals.

Proactively demonstrate lobby leadership in the customer lounge, help & advice area.

2

Team Building

Profit Optimization

Microsoft Office

EDUCATION &

CERTIFICATIONS

BRANCH COMPLIANCE

OFFICER – CSI

CERTIFICATION

INVESTMENT FUNDS IN

CANADA- CSI

POST GRADUATE DIPLOMA

IN BUSINESS

MANAGEMENT (FINANCE

AND BANKING) • 2011-

2013 • LAMBTON COLLEGE

BACHELOR OF COMPUTER

APPLICATION • 2002-

2005 • SCHOOL OF

MANAGEMENT SCIENCES

VOLUNTEER

EXPERIENCE

EVENT ORGANISER FOR

INTERNATIONAL STUDENT,

LAMBTON COLLEGE,2011

Financial Service Representative • TD Canada Trust Branch 1512 May 2015-Mar 2018

Meet the needs of customers by offering advice based on their total financial situation

Attended Financial Advisor trainings and continued education sessions to stay current regarding products, solutions, services, and policies.

Conducting in-depth reviews of client’s financial circumstances, current provision and future aims

Assist applicants for personal mortgage, student and business loans.

Review and update credit and loan files

Update customer portfolio and complete credit and loans documentations

Promote the sale of deposit investment credit and loan products and services

Assist with branch opening and closing procedures on a rotational basis.

CUSTOMER SERVICE REPRESENTATIVE • TD CANADA TRUST BRANCH 0087 MAY 2014-MAY 2015

Delivered exceptional customer service to clients.

Senior Teller (train new tellers, aid with more complex transactions, taken more responsibilities)

Have in-depth knowledge of products and services

Secure Desk Operator (opening/closing procedures, sending of cheques and bills)

Lead for many campaigns (Aero Plan Visas, RRSP, FEF and New to Bank Campaign)

Ensured all policies, procedures and guidelines are maintained while processing transactions.

Participated in team meetings and contributed to a positive team environment.

Marketing Executive • Imprint System Pvt Ltd. (New Delhi, India) Mar 2010-Apr 2011

Sales Associate • Geeken Design Concept Pvt Ltd. (New Delhi, India) May 2008-Feb 2010

3

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