MD Safaet
Lansdale,PA
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Services Representative
TD Bank NA
09.2023 - Current
- Achieved PA Life Insurance for position requirement.
- Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
- Managed portfolio of high net-worth clients, ensuring their financial goals were achieved through strategic planning.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Monitored changes in financial markets and kept clients informed of latest developments.
- Offered competitive commercial banking solutions and retail financing options.
Financial Services Associate NMLS - 2424478
TD Bank
09.2022 - Current
- Achieved NMLS ID for lending.
- Strengthened customer base to better understand needs.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Administered account transactions and responded to customer inquiries concerning financial products.
- Administered account transactions with customers and assisted in generating sales opportunities.
- Exceeded Sales Revenue goals every quarter in many different areas.
- Managed firm customer list to exceed goals by over 50% every quarter.
Customer Experience Coordinator
TD Bank
08.2021 - 08.2022
- Advanced in role with excellent product knowledge and understanding of job.
- Grew customer relationships in branch to better develop customer base.
- Understood customer needs to enhance comfortability with financial needs.
Key Carrier
TJ Maxx
07.2020 - 08.2021
- Trained team members in successful strategies to meet operational and sales targets.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
- Completed store opening and closing procedures.
- Trained and mentored new employees.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Education
Some College (No Degree) -
Montgomery County Community College
Blue Bell, PAHigh School Diploma -
North Penn High School
Lansdale, PA07.2019
Skills
- Managing Wealth
- Loan Applications
- Customer Relationship Management
- Financial Services
- Sales Quota Achievement
- Financial Product Sales
Accomplishments
- Acquired new relationships with many high net worth clients on a personal and commercial basis.
- Developed multiple cliental avenues to grow business in a Retail Standpoint.
Certification
- Licensed PA Life Insurance
- Licensed NMLS
Languages
English
Full Professional
Bengali
Native or Bilingual
Hindi
Full Professional
Timeline
Financial Services Representative
TD Bank NA
09.2023 - Current
Financial Services Associate NMLS - 2424478
TD Bank
09.2022 - Current
Customer Experience Coordinator
TD Bank
08.2021 - 08.2022
Key Carrier
TJ Maxx
07.2020 - 08.2021
Some College (No Degree) -
Montgomery County Community College
High School Diploma -
North Penn High School