Ansh Arora

Experience

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  Vancity

  Mar 2021 - Sept 2023

  -Providing comprehensive, financial and relationship based advice in order to grow and maintain assigned and unassigned members' portfolios.-Identifying and assessing member/prospect needs to provide appropriate products and services which include signature lending, secured lending, mortgages, term deposits and the like.-Recognizing and making appropriate referrals to Vancity Specialized Teams such as Sustainable Wealth Management, Wealth Protection, Business Banking and others, to deliver comprehensive support to our members.-Meeting targets as defined by objectives that will contribute to profitability for the branch and Vancity.Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk Show less

  • Account Manager

    Mar 2022 - Sept 2023

  • Financial Services Representative

    Mar 2021 - Mar 2022
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  Prospera Credit Union

  Oct 2023 - now

  Relationship Manager

  -Providing lending, investments, and cash-related expertise support and advise.- Maintaining high service quality standards and incorporating the strategic selling process in member interactions and building rapport with our members.- Developing and growing the branch wealth management portfolio, including both mutual funds and term deposits.- Analyzing current wealth management products and preparing required documentation for the purchase of recommended mutual funds.- Preparing documentation and approving loans within current limits; referring loans above limits or exceptions to branch management or corporate with rationale as to why the loan should be approved. Show less

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  Credential Asset Management Inc.

  Jan 2024 - now

  Mutual Fund Investment Specialist

  Mutual funds are offered through Credential Asset Management Inc.