Shifali Singla

Experience

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  Ganesh Oil company

  Aug 2013 - Dec 2017

  Account Manager

  Organized company files and creating support system to decrease workload and increase productivity of account managers.Maintained an extensive knowledge of competitors, their offerings and their presence in assigned territory.Delivered a high level of service to clients to both maintain and extend the relationships for future business opportunities.Communicated regularly with territory, regional and strategic managers for daily support and strategic planning for accounts.

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  Tajmahal Foods

  Feb 2018 - Sept 2018

  Accounts Payable Manager
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  Premium Sweets & Desserts Inc.

  Feb 2018 - Sept 2018

  Sales Representative
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  CIBC

  Nov 2018 - now

  ○ Managing Banking Centre in Scarborough Durham Market having 25 Employees.○ Working with the Team to ensure they are successful in their roles.○ Training and Coaching FSRs and CSRs○ Managing Day-to-Day activities of the Banking Centre○ Meeting Clients and ensuring their service requirements are as per Banking standards○ Keeping our team motivated○ Making NPS Calls○ Participating in Community Events ● Sucessfully Managed the Branch Financial Services Rep and Senior FSR a team of 11 during the leave of my Manager.● Perfomed all the duties as Manager Financial Advice and did coaching of FSR and Senior FSR, ensured maximum success as a team.● While Managing the team I achieved the Quarterly Achievers award for Q3 2019.● YTD 168% on Lending and Mortgage.● YTD 227% on High Value Client referrals ● Other parameters I am above 100% Investments/Activities/Book Growth/ Advising Clients• Helping clients reach their financial goals • Contacting clients through outbound calls and fixing appointments• Converting services into Sales through Active advising and Financial health check• Offering financial products including Mortgage, Lending, Mutual Funds, TFSA, RRSP, RESP, Deposit Accounts.

  • Manager client advice II

    Jan 2022 - now

  • Manager, Client Advice I

    Feb 2021 - Jan 2022

  • Senior Financial Services Representative

    Jul 2019 - Feb 2021

  • Financial Services Representative

    Nov 2018 - Jul 2019