Ratik Wahal
Investment Consultant @TD
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WORK HISTORY
Investment Consultant @TD
Etobicoke, ON, CA
Promoted TD’s Everyday Banking and personal lending products, opening an average of 35+ banking products weekly and consistently exceeding monthly sales targets while maintaining a growth rate of 267%.• Identified and generated over $2M in sales opportunities to TD partners (lending, investments, and wealth), actively contributing to branch revenue growth. • Ensured 100% compliance with TD’s Code of Conduct and AML/KYC policies, reducing risk exposure and maintaining audit-ready documentation.
EDUCATION
Humber College
Post Secondary Diploma, Financial Services
Amity International school
High school, Commerce
ABOUT RATIK WAHAL
Hi, my name is Ratik and I am a recent Dean\'s Honour List graduate from the Business Management Financial Services Program at Humber College. I am driven by a genuine interest in finance and a desire to help clients achieve their financial goals. My education at Humber College has equipped me with the knowledge and skills necessary to navigate the complexities of the financial services industry, and I am eager to apply these in a professional setting.With 3+ years experience in customer service, my expertise spans client management, negotiation, sales, and customer onboarding. I am adept at understanding client needs and delivering tailored solutions that enhance their financial well-being. My background has honed my ability to build and maintain strong client relationships, ensuring a high level of satisfaction and loyalty. I thrive in dynamic environments and excel in negotiating favorable outcomes for both clients and the organization. My sales acumen, combined with my commitment to providing exceptional service, has consistently resulted in achieving and surpassing targets.With a proactive approach and a dedication to continuous learning, I am poised to make a significant impact in the finance and banking sectors. I am looking forward to connecting with industry professionals and exploring opportunities where I can contribute to organizational success while advancing my career in financial services.
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