Verified recordBanking

Arjun Arora

Senior Investment Specialist at Bmo Wealth Management - Canada

Based in Calgary, Canada

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Seniority

Manager

Department

Finance & Accounting

Location

Calgary

Industry

Banking

Company size

757

Contact information

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Email

1 credit

a•••••••@bmo.com

Phone

5 credits

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Background

About Arjun Arora

As an experienced banking professional with a strong sales background, I bring over a decade of experience in acquiring new clients, managing portfolios, and selling financial and non-financial products. My strengths lie in developing customized solutions to meet clients' unique banking and financial needs, as well as building and maintaining strong relationships with clients and stakeholders. Throughout my career, I have successfully managed a diverse range of client accounts and portfolios, advising High Net Worth Individuals and corporate clients on wealth management and investment strategies tailored to their individual needs. I have a proven track record of exceeding sales targets and contributing to business growth. As a collaborative team player, I have also worked closely with internal stakeholders to drive client-centric outcomes and contribute to business development. My strong financial acumen, attention to detail, and ability to manage multiple priorities make me an asset to any organization. In addition to my banking experience, I am committed to personal growth and development. I am a licensed CIRO registered representative with certifications in CSC, CPH and Derivative Fundaments & Options licensing.

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