MOHIUDDIN ALI MOHAMMAD
WINNIPEG
Summary
An enthusiastic and dedicated financial professional with over 7 years of experience in various domains of banking including small business banking, Retail day-to-day banking, Customer service, Team leader and administration. Consistently meets and exceeds sales targets. Successful in developing customized financial strategies to meet the client’s needs and objectives. An expert in building and maintaining long term relationships with customers. Looking for new challenges where I can manage a dedicated book of business, lead and mentor a team using my skills, experience, and education.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Scotiabank
Winnipeg
06.2022 - Current
- Handled a Book of business of over 500 high net worth clients and assisted them in tax efficient financial planning, retirement and estate planning, day to day banking, personal lending, insurance, investments and mortgages.
- Analyzed client’s current financial health and established a financial plan by determining their personal and financial circumstances, objectives, investment knowledge and experience
- Follow-up with the leads and the referrals on a timely manner to generate new business
- Always eager to find business through customer referrals, centre of influence and frontline referrals
- Follow up to review quarterly and annual portfolio performance and adjust the portfolio as per the new goals
- Discussed various investment products and strategies while educating clients on inflation, time horizon, diversification, risk factors and how they impact their goals as well as rate of returns
- Successful in achieving the targets and awarded the top advisor award.
Various Roles(FA, FSR, Virtual Advisor, Lead)
TD Canada Trust Bank
Winnipeg
06.2017 - 07.2022
- Assisted front line staff to provide legendary customer experience to the clients
- Administered cash ordering, shipments to maintain adequate cash in the branch, stocking ATM machines
- Coaching the staff of any new policies, system, and operation upgrades
- Handled client’s complex borrowing needs such as new mortgages, home equity line of credit and refinancing property
- Provided business clients with the best advice tailored to their business needs also helped business clients with credit and investment opportunities
- Mitigated client issues prior to escalation and provided excellent client service
- Assisted clients in day-to-day banking activities such as opening new accounts, applying for credit products such as loans, credit cards and line of credit and consolidating client debt
- Utilized all the available resources (virtual platforms like MS teams, Andex Chart, Mutual fund and GIC comparison, compound interest calculator, mortgage affordability and payment calculator) to provide legendary customer experience and elevated advise to all my customers
- Follow up with clients on a regular basis to re-evaluate their current situation and future goals and plan accordingly.
Customer Service Rep
ARO Inc.
Toronto
06.2016 - 01.2017
- Handle customer queries with the goal of first call resolution and if necessary escalated appropriately
- Resolved customer issues quickly and efficiently
- Assisted account holders in setting up payment plans to settle overdue balances
- Called the leads and scheduled an appointment with a respective officer.
Education
Post Graduate Diploma in Financial Planning and Wealth Management -
Lambton College
Toronto, CanadaBachelor of Technology Electronics and Communication -
Kakatiya University
IndiaSkills
- Financial Planning
- Tax planning
- Develop Client relations
- Investment and Debt Management
- Portfolio oversight
- Planning for retirement
- Mutual funds
- Developing financial plans
Certification
- Financial Planning- II and Financial planning-I
- Personal Financial Services Advice (PFSA)
- Canadian Securities Course (CSC)
- Investment Funds in Canada (IFIC)
Languages
Urdu
First Language
English
Advanced (C1)
C1
Timeline
Senior Financial Advisor
Scotiabank
06.2022 - Current
Various Roles(FA, FSR, Virtual Advisor, Lead)
TD Canada Trust Bank
06.2017 - 07.2022
Customer Service Rep
ARO Inc.
06.2016 - 01.2017
Post Graduate Diploma in Financial Planning and Wealth Management -
Lambton College
Bachelor of Technology Electronics and Communication -
Kakatiya University
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