Somil Bhargava

Analyst, Financial Planner Scorecards @BMO

CA

Developing and monitoring automated reports (scorecards) for the performance management of the bank’s Canadian salesforces; expertise with reports focusing on Financial Planners (FPs), a nation-wide salesforce consisting of over 700 individuals servicing over customers• Planning and development of new FP compensation processes and reports to drive employee behaviour (focus on customer retention) by switching to an Assets Under Management model• Managing, maintaining, and upgrading tools and processes: tracking customers coded to FPs, processing bulk portfolio changes, and resolving investigations related to FP scorecards• Providing general support by handling ad hoc requests, identifying pain points for the FPs, and suggesting report changes to improve the performance management employee experience

McMaster University

Master of Business Administration (MBA)

University of Waterloo

Bachelor of Applied Science, Nanotechnology Engineering