Moin Rao
Small Business Advisor @TD
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WORK HISTORY
Small Business Advisor @TD
Markham, ON, CA
Engage with small business clients across Canada, offering customized financial guidance and recommending TD’s tailored solutions such as business accounts, lending options, and credit products.• Deliver a Legendary Customer Experience (LEI) by ensuring every interaction is meaningful, solution-oriented, and compliant, consistently earning high client satisfaction scores.• Maintain exceptional service standards through strong adherence and compliance, while efficiently managing call handling times to ensure speed, accuracy, and impact in every conversation.• Assess and understand each client’s business needs, delivering personalized advice that supports cash flow management, growth planning, and financial confidence.• Collaborate with internal departments, including credit, lending, and operations, to streamline onboarding and resolve client requests quickly and accurately.• Continuously exceed performance metrics, meeting advice, sales, and service goals while upholding TD’s commitment to integrity, trust, and client success.
EDUCATION
Humber Polytechnic
PG Diploma in Global Business Managemnt
Graphic Era Hill University
Bachelor Of Journalism And Mass Communication
ABOUT MOIN RAO
Hi, I’m Moin Rao With a Bachelor’s in Journalism and Mass Communication and a Postgraduate in Marketing Management, I’ve always been driven by curiosity, wanting to understand how people think, how businesses grow, and what truly creates value. Nowadays, I work as a Small Business Advisor at TD, helping entrepreneurs make smarter financial decisions. I focus on understanding every client’s goals and creating strategies that strengthen cash flow, build confidence, and support long-term growth. My journey began in customer-focused and leadership roles where I learned how real success comes from clear communication, teamwork, and trust. Over time, I expanded my skills into digital marketing and paid media, mastering tools like DV360, CM360, Google Ads, and Meta Ads. This mix of marketing insight and business strategy helps me look at every challenge with both creativity and logic. I always approach everything with a positive mindset and believe in the student mentality, which means being ready to learn from everyone—whether they are younger or older than me. This perspective helps me grow continuously. I’ve had the privilege of meeting people from different cultures, which has really opened my eyes to new perspectives. I also strive to stay calm under pressure, as it helps me navigate challenges more effectively.
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