Umair

WORK HISTORY

EDUCATION

ABOUT UMAIR

Managing the day to day operations of the branch with a big focus on ‘Cpulse’ by conducting ‘Our Today Show’ and huddles on a daily basis. • Implementing new strategies to close any gaps in the branch performance against goals and focus on attracting new business by effectively working within the community and utilizing internal and external partners to further strengthen the ‘Monthly Branch Growth’ and enhance the Retail and Small Business profitability. • Mentoring and coaching a team of Financial Advisors and Senior Financial Advisors to develop financial plans and customer models by using ‘Mapping Tomorrow’ and effectively assessing customer financial needs to provide tailored solutions. • Leading a Customer Service Team with a focus on accurate day to day transactions ‘Cash & Custody’, ABM servicing and prevention of fraud and forgeries. • Strong knowledge of HR administration for day to day tasks, performance management and hiring new staff. • Continuously developing employee skills and knowledge through ‘Skill Builds’ and ‘Branch Management Disciplines’ to ensure the provision of excellent customer service. • Guest speaker at training sessions for new Financial Advisors for the Toronto West District. • Protecting the bank, the customer and the shareholder\'s interest by managing and minimizing the bank’s exposure to risk by ensuring compliance with regulatory activities and guidelines. • Ensuring the achievement of district’s objectives through the negotiation, establishment and monitoring of goals. • Compliance of all Mutual Fund Trades as per regulatory requirements. • Well versed in Anti-Money Laundering and Anti-Terrorist Financing emerging trends