Abhijit singh
@abhijitsingh
Experienced Financial Services Professional with a passion for Salesforce.
What I'm looking for
I am an experienced Financial Services Professional with a strong foundation in client advisory, data-driven decision-making, and process optimization. Recently certified as a Salesforce Administrator, I am eager to transition into the Salesforce ecosystem as an Admin or Business Analyst. In my current role at ATB Financial as an Everyday Banking Advisor, I have utilized Salesforce to manage client interactions and enhance operational efficiency.
Throughout my career, I have excelled at delivering exceptional client experiences, promoting digital solutions, and collaborating across teams to achieve business goals. My proven track record of leveraging technology to drive efficiencies and foster engagement has equipped me with the skills necessary to streamline workflows, improve customer experiences, and support organizational success.
Experience
Work history, roles, and key accomplishments
Financial Advisor
Bank of Nova Scotia
Apr 2025 - Present (2 months)
Built and maintained strong client relationships, providing customized banking solutions across investments, credit, and day-to-day banking. Utilized Salesforce CRM to manage client interactions, track sales activities, and identify cross-sell/upsell opportunities. Leveraged data and insights from Salesforce to prioritize outreach efforts and drive client engagement strategies.
Everyday Banking Advisor
ATB Financial
Oct 2022 - Apr 2025 (2 years 6 months)
Optimized client time and resources to enhance satisfaction and foster long-term financial well-being, contributing to overall revenue growth. Delivered expert advisory services to ATB360 clients, identifying and referring leads across Retail, Business, and Wealth teams. Consistently met revenue targets, educated clients on digital banking solutions, and mentored peers to improve team performance.
Lending Specialist 2
Fairstone Financial
Mar 2022 - Oct 2022 (7 months)
Cultivated a client-focused environment, building trust and fostering long-term relationships by providing tailored financial solutions. Managed client inquiries, loan applications, and marketing channels, consistently surpassing individual and branch targets. Generated regular reports to uphold data integrity and confidentiality, supporting compliance and providing transparent insights into branc
Manager
Mobile Accessories Store
Mar 2021 - Feb 2022 (11 months)
Led a customer-centric repair center, overseeing client service, repair operations, and inventory management to ensure seamless service and high customer satisfaction. Collaborated on streamlining store operations and provided precise cost estimates to build transparency and trust with customers. Promoted products and services strategically to increase sales, directly supporting revenue growth.
Business Owner
Three Monks Inc.
Jun 2017 - Mar 2021 (3 years 9 months)
Managed a high-volume restaurant with an annual turnover of $500,000, leading a team of eight to ensure smooth operations and strong customer service. Directed business planning, team management including recruitment and training, and oversaw payroll and inventory control for optimal resource allocation. Analyzed sales data and market trends to optimize inventory and built relationships with suppl
Management Trainee
Enterprise Rent-A-Car
Jul 2016 - Mar 2017 (8 months)
Managed a branch fleet of over 450 vehicles, including commercial trucks, to ensure vehicle availability and meet customer needs. Secured new corporate business opportunities, generating an additional $200,000 in revenue. Developed a database management system to streamline information access, improving operational efficiency and supporting data-driven business decisions.
Technical Project Coordinator
Subah Infosolutions Ghana Ltd.
Mar 2011 - Jun 2014 (3 years 3 months)
Engaged with clients to understand business processes and translate needs into actionable requirements for ICT solutions. Collaborated with project managers and cross-functional teams to design and implement solutions, ensuring projects were delivered on time and within scope. Led a team of five, applying PRINCE2 project management methodologies to enhance efficiency, achieving a 30% productivity
Education
Degrees, certifications, and relevant coursework
Thompson Rivers University
Post Baccalaureate, Marketing
Completed a Post Baccalaureate program focusing on advanced marketing strategies and principles. Gained expertise in market analysis, consumer behavior, and digital marketing techniques.
Indira Gandhi National Open University
Diploma, Business Management
Obtained a Diploma in Business Management, covering core business functions and administrative practices. Developed foundational knowledge in organizational management and operational efficiency.
Calcutta University
Bachelor, Commerce (Accounts & Finance)
Pursued a Bachelor in Commerce with a major in Accounts & Finance. Acquired comprehensive understanding of accounting principles, financial management, and economic theories.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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