# AGAM BEDI

AGAM BEDI is a remote worker on Himalayas, Financial Service Representative at CIBC, based in Canada.

Source: https://himalayas.app/@agambedi

```text
I drive banking sales, client loyalty, and high-volume service at CIBC.
```

| Detail | Value |
| --- | --- |
| Availability | Open to opportunities |
| Location | Canada |
| Authorized to work in | Canada |
| Job categories | Financial Services Representative, Banking Advisory, Sales, Customer Service, Team Lead, Staff Coordinator, Financial Representative, Financial Sales Representative, Financial Services Sales Agent, Investment Services Representative, Insurance Services Representative, Financial Services Advisor, Financial Customer Service Representative, Retirement Services Representative, Financial Sales Agent |
| Skills | Capital IQ, Microsoft Office, Python, CCS, Tableau, SQL, Pitchbook, R, Power BI, Microsoft ECIF, Digital Banking, Foreign Exchange, Customer Relationship Management, Sales, Upselling, Financial Accounting, International Finance, Banking Applications, Seneca |

## What I'm looking for

```text
I'm looking to build on my banking, sales, client-service, and team-coordination experience in a role where I can grow, strengthen client relationships, and contribute to business results.
```

## About

```text
At CIBC's GTAA Airport branches, I drive banking sales and client engagement in a fast-paced international airport environment. I achieved $1.98M in annual sales against a $1.56M target and completed $40,000 CAD in foreign-exchange sales in a single day.

I've exceeded account-opening, credit-card, and foreign-exchange targets while maintaining compliant documentation and recommendations. I use CIBC systems including ECRM, ECIF, COINS, and CBFE, and help clients adopt digital banking tools and fraud-prevention practices.

Previously at Cineplex, I was promoted to Team Leader within six months and led service, sales, coaching, and operations across three teams. I also ranked first in a company-wide sales incentive challenge and earned Cast Member of the Month.

My background combines financial services, customer experience, sales, and team coordination. I hold an International Business Management education and have completed the Canadian Investment Funds Course.
```

## Experience

### Financial Service Representative (current)

[CIBC](https://himalayas.app/companies/cibc). Sep 2023 - Present

```text
Achieved $1.98M in annual sales against a target of $1.56M, demonstrating superior product knowledge and client engagement. Received 'Achieved All or Most Goals' performance rating and awarded 250 Moment Maker Points multiple times over a year.
```

Skills: Digital-Banking, Foreign-Exchange, Sales, Compliance

### Cast Sales Leader

[Cineplex](https://himalayas.app/companies/cineplex). Dec 2022 - Aug 2024

```text
Promoted to Team Leader within 6 months based on strong sales results, leadership potential, and consistent customer satisfaction. Delivered efficient service across concessions, floor operations, and Outtakes, upselling snacks and combos to boost per-guest revenue.
```

Skills: Cash-Handling, Upselling, Team-Leadership, Customer-Service, Operations

### Customer Service Representative

Seneca College. Sep 2022 - Apr 2023

```text
Delivered excellent customer service in a fitness and recreation setting, answering member inquiries and resolving issues promptly. Maintained gym cleanliness and equipment organization while managing reception responsibilities and enforcing facility policies.
```

Skills: Customer-Service, Front-Desk-Operations, Record-keeping, Excel, Team-Coordination

### Salesperson/Staff Coordinator

Target 9 Institution. Aug 2021 - Oct 2021

```text
Evaluated strategic growth opportunities and performed thorough due diligence through initiating detailed research and building models. Delivered persuasive sales presentations and demonstrations to potential walk-in customers to sell items and business services.
```

Skills: Sales, Negotiation, Due-Diligence, Research, Customer-Experience

## Education

### Seneca College

Graduate Certificate, International Business Management. Grade: 3.5

Activities and societies: Finance courses and certifications: CIFC certification, Financial Accounting, International finance and banking applications. Awards: Seneca Business Principles for Responsible Management Education (PRME) in sustainable business curriculum and activities.

```text
Pursued International Business Management at Seneca College, graduating in April 2024 with a GPA of 3.5.
```

## Tech stack

- seneca
- SQL

To contact AGAM, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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