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Sudhanshu Sharma

Sudhanshu Sharma

Followers of Sudhanshu Sharma473 followers
location of Sudhanshu SharmaKitchener, Ontario, Canada

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  • Timeline

  • About me

    Financial Advisor at TD

  • Education

    • Conestoga College

      -
      Business administration Business Administration and Management, General 3.6

  • Experience

    • TD

      Apr 2019 - Jun 2021

      Proactively engage customers in conversation to evaluate their current and future financial needs by providing them with appropriate products and servicesProcessed transactions in compliance with bank and industry codes of conduct and basic securities laws and regulations Contributed to the success of bank’s business objectives by meeting or exceeding individual sales and referral goalsActively engaged in opening and closing procedures of the bank as per the TD policy. Train and motivate colleagues and increase customer confidenceProvide elevated advice to the customer and meeting their needs. Show less

      • Financial Services Representative

        Jan 2021 - Jun 2021

      • Teller

        Apr 2019 - Jan 2021

    • Scotiabank

      Jun 2021 - Jan 2022
      Financial Advisor

    • TD

      Jan 2022 - now
      Personal Banker

  • Licenses & Certifications

    • IFIC

      IFSE Institute
      Sept 2019