Akashdeep Oza
Virtual Business Advisor @Scotiabank
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WORK HISTORY
Virtual Business Advisor @Scotiabank
Halifax, NS, CA
Managing A Diverse Portfolio of 1400+ clients across 5 Branches with varied Business Profiles ranging from $500k to $5 Million # Strategically increased Portfolio Size by $5.6 million through A product Mix of Deposits, Credit, Cross Selling and Optimizing Financial Performance and Client Satisfaction # Sourced over 100+ New to Bank Clients through Referrals driving Substantial Business Growth and Expansion # Actively Engaged with Centre of Influence (COIs) and collaborating with Branch Managers and Teams to Create Brand Awareness And Acquire New Relationships # Synergic Collaboration with other Departments To creatively align the client needs and Fostering strategic partnerships and providing Right Solution For Clients. Right Banker to Right Customer# RECOGNIZED AS THE TOP PERFORMER RANKING TOP 25%, 40% and 10% Consecutively for 3 QUARTERS CONSECUTIVELY IN THE REGION
EDUCATION
NV Patel College of Pure and Applied Sciences, Vallabh Vidyanagar
Bachelor of Science (BSc), Industrial Chemistry
St Mary's School, veraval
SSC, Science
RPTP
HSc, Science
Gujarat University
MBA, MARKETING
ABOUT AKASHDEEP OZA
Senior Finance & Business Leader with 21+ years of diverse experience across Banking, Financial Services, Retail Channel Sales, Commercial Lending, Working Capital, Institutional Sales, and Insurance (Health & Auto). I’ve had the privilege of building my career from the ground up with two of India’s top banks — ICICI Bank and Kotak Mahindra Bank — where I was elevated to Regional Manager – Retail Sales within just 2 years, a milestone that shaped my leadership journey. Over the years, I’ve led large, multi-location teams, driven P&L ownership, built high-performing distribution networks, and worked across emerging markets with a sharp focus on business growth, customer relationships, and strategic execution. My professional strengths lie in: • Commercial & Retail Lending • Sales & Distribution Strategy • Product Creation & Market Positioning • General Insurance (Health/Auto) • Working Capital & Business Loans • Cross-functional Team Leadership • Long-term Strategic Planning I’ve also contributed significantly to Movementive Consulting Group by expanding their sales footprint across cities and crafting sustainable business growth strategies. What drives me is simple — passion to contribute, curiosity to explore better ways of doing business, and the integrity to do it right. Add to that a love for cricket, community volunteering, and an explorer’s mindset — and you’ll find a professional who believes in both performance and purpose
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