Arshad Aziz

WORK HISTORY

EDUCATION

SKILLS

ABOUT ARSHAD AZIZ

With close to 12 years of dedicated service at CIBC, I have amassed a versatile skill set across various roles including Financial Services Representative, People Manager, hiring manager, and Consultant Business Development positions, specializing in Sales Effectiveness initiatives such as Money Out strategies and National Leads and Campaigns. Recently, I have excelled as a Lending & Insurance Specialist. Throughout my tenure, I have been honored with numerous monthly, quarterly, and annual performance awards, showcasing my commitment to excellence. My journey at CIBC has given me invaluable experience in guiding and empowering frontline employees across different teams, including Mobile Mortgage Advisors, TB Outbound, TB Credit and Mortgage Solutions teams, Simplii financial, FSRs, AFAs, and FAs in banking center roles. Expert in sales coaching, Credit planning, Insurance coaching, script/Call Flow writing, and data interpretation, I bring a wealth of expertise to every project. Notably, I have spearheaded various initiatives, conducted Campaign PIRs, and crafted recommendation reports leveraging Excel analytics. Eager to leverage my extensive background, I aim to advance as an IIROC Financial Advisor within the retail banking sector, dedicated to delivering exceptional service to our valued clients while furthering my professional growth.* Canadian Securities Course (CSC)- Mar 2024* MASTER OF BUSINESS ADMINISTRATION (MBA) from University of East London, UK.* 2+ years supporting diverse markets as Lending and Insurance Specialist (most recent).* Consultant business development experience with CIBC Sales Effectiveness (1+ years) and marketing leads and campaign management (2+ years).* First-year experience people leader, hiring and training 200+ FSRs for CIBC Telephone Banking.* Over 5 years of people management in CIBC - TB.* Tele sales/marketing (2 years) and door-to-door sales (1 year).* 1+ year as a retail store manager. Financial Service Representative for a year. Nationally recognized 8 times as Top Leader for 120 days in sales and customer experience. Winner of national Top Leader award for 2016 and 2018. Proficient in Situational Leadership, coaching, and skill gap diagnostics. Exceptional oral and written communication skills. Strong customer service skills from sales and marketing. Proficient in Microsoft Office tools and Windows Vista/XP operating systems. Specialties: Customer Services, Tele Sales, Sales and Marketing, SMB Management, Financial Consulting for Individuals and SMBs, MS Office Tools, MS Windows XP/Vista/7.