Rajiv Sarad

** ******** ***** ********

Brampton, ON

416-***-****

adj9e8@r.postjobfree.com

Summary

Accomplished and energetic Advisor with a solid history of achievement in Retail Banking. Motivated leader with strong organizational and prioritization abilities. Areas of expertise include Relationship Building, Customer Service, Business Development and Management Skills. Employment History

Presidents Choice Financial

Personal Rewards & Recognition Representative

October 2020-Jan 2021

Perform the following tasks at each Pavilion Lite location assigned to me:

● Ensure pavilion lite is set up as per marketing execution guide.

● Ensure PRRs can log in to their tablets and all applications are working and updated to latest version.

● Introduce PRRs to store management and front -end staff.

● Review the OMMI model with the PRRs.

● Review the 4E’s Concept.

● Review the PRR staircase with PRRs and ensure they understand expectations.

● Review the compensation model and conduct some practice exercises to PRRs excited about comp.

● Review the end to end enrollment process with an emphasis on compliance and input accuracy.

● Conduct some roleplays with each PRR to simulate client interactions.

● Provide coaching to improve interactions

● Engage with customers as a side by side activity with PRRs

● Ensure client engagements meet the standards and expectations of the business

● Remain available for additional support and coaching at all times. July 2019 – October 2020

● Overachieved PRR Starircase (On Sales Numbers) with No Complaints ever in my tenure as a Representative and had a score of more than 80% in customer satisfaction survey..

● Recommended as Academy Champion for District Horseshoe.

● Excellent communication skills shown with demonstrated ability to engage and influence current and potential customers by understanding their needs and recommending relevant products and services.

● High level of integrity and accountability shown in this profile as we are dealing with confidential customer information.

● Eagerness to pursue new challenges and opportunities to grow within the organization.

● A go-getter and result-oriented mindset who takes the initiative in managing multiple priorities and queries.

CIBC

Mobile Sales Specialist-Credit Cards

May 2019 – July 2019

● Business Development - Engaging prospective clients in needs based sales discussions and identifying credit card sales opportunities and driving credit card sales growth through exceptional client service. Leveraging deep product knowledge and a disciplined sales approach to driving business development opportunities and franchising new and existing clients into CIBC Credit Card products and services. Showing Entrepreneurial skills in a self disciplined environment.

● Sales Execution – Ensuring all forms and applications are completed accurately. Process valid transactions, completing all related documentation on time and obtaining authorization as required. Maintaining and ensuring client confidentiality of all client information and files at all time and ensure compliance with established policies and procedures. B C Wireless/Prime Communications

Business Sales Representative

Toronto, Ontario

February 2017 – March 2019

● Business Development - Engaging prospective clients in needs based sales discussions and identifying B2B Sales for Wireless as well as Wireline clients.

● Well Versed with Salesforce

● Well versed with SSP and RDD Softwares for Activations.

● New Activations and Client Retention.

● Customer Service/Client Engagement.

President's Choice Financial Pavilion and ATM

Personal Banking Representative

Mississauga, Ontario

August 2016 – February 2017

● Determining customers' financial services needs and prepare proposals to sell services that address these needs.

● Advising Clients on Mortagages as well as Secured Borrowing.

● Personal Line Of credit

● Customer Service/Client Engagement

● Advising on Tax Free Savings Account as well as Registered Savings Account.

● Opening of Chequin and Savings Account.

Kotak Mahindra Bank

Branch manager

Chandigarh, Haryana

February 2015 – March 2016

● Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

● Network within communities to find and attract new business.

● Recruit staff members and oversee training programs.

● Evaluate data pertaining to costs to plan budgets.

● Prepare operational or risk reports for management analysis.

● Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.

● Managing 30 plus Employees of the branch.

IndusInd Bank

Branch manager

Chandigarh, Chandigarh

September 2009 – February 2015

● Service Through Relationship Management.

● Identify financial goals of customers and providing financial planning assistance.

● Competition Analysis for giving professional advice to customer.

● Planning,directing and coordinating the activities of workers in branch. Education and Certification:

● Bachelors of Engineering(Materials)-June 2000

● IFIC Certified- Aug 2016

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