Financial Services Business Development

***, ** ********* ***, ***** York, ON M*M *A* Canada

416-***-**** *********.*@*****.***

FATEMEH MOROVATI

Professional Summary

A results-driven and strategically-minded professional with a strong business acumen and an IFIC Certificate. Possessing over 5 years of experience in dynamic, agile environments, I excel as a collaborative team player and leader. My skill set includes exceptional interpersonal communication, planning and coordination, leadership, analytical thinking, and decision-making.

A quick learner with a deep proficiency in Salesforce, Workday, Visio, Microsoft Excel, Google Sheets, and product-paralytics platforms such as Google-analytic. Experienced in customer data management tools like ECRM, as well as financial services applications including SBCFE, COINS, ECIF, CBFE, and HORIZEN. Professional Experience

o Business Development Manager 06/2024 to Present

mana jobs (Homa Group of Companies Inc.) –Toronto, Ontario, CANADA

In this role, I have achieved long-term goals and objectives of my company by developing and implementing strategic plans, conducting research and analysis, facilitating communication and collaboration, and identifying and mitigating the risks by my tasks including:

Conduct research on consumers, competitors, and the marketplace to identify trends to optimize marketing strategies

Design market research questionnaires

Assess business opportunities and develop strategies

Evaluate customer service

Analyze promotional and marketing campaigns to identify improvements

Develop social profiles

Prepare reports and research papers

Provide consultation on planning and starting of new businesses o Financial Services Representative (FSR) 01/2024 to 04/2024. o Financial Services Associate (Imperial Service) 06/2023 to 01/2024 Canadian Imperial Bank of Commerce - CIBC –North York, Ontario, CANADA

In this role, I have achieved long-term goals and objectives of my company by putting priorities, facilitating communication and collaboration, and identifying and mitigating the risks, by my tasks including:

Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services

Interview applicants for personal, mortgage, student and business loans

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

Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals

Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan

Complete credit and loan documentation

Submit credit and loan applications to the branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected

Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action

Review and update credit and loan files

o Organization and Methods Researcher 04/2014 to 08/2017 Ministry of communication and Information Technology - Iran Telecommunication Research Centre

(ITRC) - Tehran, IRAN

Analyze and provide advice on the managerial methods

Conduct research to determine efficiency and effectiveness of managerial policies and programs

Conduct assessments and propose improvements to methods, systems and procedures in areas such as operations, and human resources

Plan the reorganization of the operations of an establishment

May supervise contracted researchers or clerical staff Education

Global Business Management - Post Graduate April 2023 Humber College - Toronto, Ontario, CANADA

Engineering and Management - MSC March 2020

Polytechnic of Turin - Turin, Piedmont, ITALY

Strategic MBA - MSC June 2015

Science & Culture University of Tehran - Tehran, Tehran, IRAN

Industrial Management: BSC January 2010

SheikhBahaee University of Isfahan - Baharestan, Isfahan, IRAN Interests

Professional Cross-fit athlete,

Professional Soccer Player,

Rock Climbing, Mount Climbing, Hiking,

Marathon runner,

Writing,

Travelling.

Languages

Persian: Native Italian: Beginner

English: Professional Turkish: Beginner

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