AA
Atif Adeel
Managing Director at Infinity Corporations
CanadaWork Experience
Infinity Corporations
Aug 2022 - Present -3 yrs
Canada
- Job Details:Oversaw operations across five business units: immigration, real estate, IT, tourism, and digital marketing. Built and mentored cross-functional teams; improved collaboration and streamlined decision-making. Implemented performance KPIs and conducted departmental reviews to ensure alignment and efficiency. Led strategy for immigration and real estate services; improved client retention and service delivery. Directed digital campaigns and SEO efforts that resulted in a 35% increase in lead generation.
CIBC
Aug 2018 - Aug 2022 -4 yrs
Canada
- Job Details:Managed high-performing teams of financial advisors and representatives. Delivered top-tier customer experiences while exceeding revenue and client acquisition targets. Developed team capabilities through continuous coaching and formal training programs. Championed community outreach initiatives to grow business and enhance CIBC’s brand presence. Monitored risk/compliance metrics and implemented corrective actions to protect clients and the institution.
President’s Choice Financial / CIBC
Aug 2010 - Aug 2017 -7 yrs
Canada
- Job Details:Supervised 7 in-store branches, leading sales strategy, employee performance, and customer service. Achieved consistent year-over-year increases in productivity and sales volume. Reduced staff turnover by 20% through targeted engagement and training programs. Oversaw operational risk and compliance adherence across all locations. Conducted in-depth coaching and developed top-performing regional sales teams.
JPMorgan Chase & Co.
Aug 2008 - Aug 2010 -2 yrs
Canada
- Job Details:Provided financial advisory services including credit products, balance transfers, and protection plans. Analyzed client financials to design tailored financial strategies and cross-sell banking solutions. Met and exceeded quarterly sales targets and consistently ranked as a top advisor.
Education
Diploma in Banking & Financial Services
CDI CollegeJan 2006 19 yr 7 Months
Bachelor's Degree in Mutual Fund Investment & Securities
CalgaryJan 2011 14 yr 7 Months
Bachelor's Degree in Branch Compliance Officer
CalgaryJan 2013 12 yr 7 Months
Skills
- Client Relationship Management
- Retail & Commercial Banking
- Investment & Wealth Advisory
- Financial Needs Analysis
- Portfolio & Risk Management
- Strategic business planning
- sales & Revenue growth
- Risk & Compliance Management
- Retirement & Estate Planning
- Customer Experience (CX)
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Languages
English
FluentUrdu
FluentHindi
FluentPunjabi
Fluent