Altaff Kanji

Experience

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  CIBC

  May 2013 - Oct 2014

  Financial Sales Representative

  Proactively contact clients by phone to identify potential client needs and schedule appointments to further discuss opportunities Utilize a comprehensive financial planning approach to better advise clients Resolve client problems and refer to colleagues as appropriate Ensure the client is receiving the most sound and beneficial advice through extensive knowledge of products and policies Participate in marketing and business development of the branch and corporation

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  BMO

  Oct 2014 - Apr 2017

  Financial Sales Manager

  Engage customers in a complete, needs based conversations to identify financial services needs and recommend solutions Follow up on customer applications and service requests Conduct opening and closing activities for the branch Conduct appropriate risk management by following policies and procedures Maintain the quality of the lending portfolio by ensuring adherence to lending process requirements, established yield, quality, diversification and risk guidelines Comply with all regulatory, legal and ethical requirements Demonstrate a strong code of ethics while adhering to and protecting client privacy Show less

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  Scott Logistics Corp.

  Jun 2018 - now

  Account Manager

  1 year Gross Profit Margin approx $375K.Researched current and past market conditions to analyse and price bids on freight.Developed and maintained relationships with 1000+ carriers to create profitability.Provide exceptional service levels to contracted carriers in order to meet customer demands.Experienced with TMS/MCLEOD/REVANOVA