Naveen Sonthalia Email
Director VMB Toronto @ True North Mortgage
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Naveen Sonthalia Location
- Canada
Naveen Sonthalia Work
- 2025 -now Director VMB Toronto @
- 2024 -2025 Area Manager @
- 2024 -2024 Senior Client Strategy - Home Equity Finance @
- 2023 -2024 Manager Team Lead - Fulfillment and Funding @
- 2022 -2023 Team Lead - Broker Relationship Manager @
- 2021 -2022 General Manager @
- 2021 -2022 Business Owner Logistics @ Self-employed
- 2018 -2021 General Manager BCL @
- 2016 -2018 Senior Financial Services Representative @
- 2015 -2016 Financial Services Representative @
- 2011 -2015 Wealth Specialist and Investment Advisor - Global Wealth Management @
- 2010 -2011 Private Banker and Manager - Private Clients @ Religare Macquarie Private Wealth
- 2007 -2010 Investment Counselor @
- 2006 -2007 Relationship Manager @ Centurion Bank of Punjab
- 1999 -2004 Financial Analyst @ S. K. Bhartia & Associates
Naveen Sonthalia Education
- Globsyn Business School
PGDM (equiv MBA)
2004-2006
Naveen Sonthalia Skills
- Leadership
- Customer Relationship Management Crm
- PowerPoint
- Banking
- Lending Solutions
- Public Speaking
- MS Word
- Fixed Income
- Credit Cards
- Business
- Financial Planning
- Sales
- Portfolio Management
- Cross Selling
- Capital Markets
- Business Development
- Relationship Management
- Investments
- Financial Risk
- Mortgage Lending
- Business Analysis
- Team Management
- Finance
- Investment Advisory
- Financial Services
- Outlook Express
- Equities
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- MS Excel Pivot Tables
- Risk Management
- Credit
- Management Information Systems Mis
- Client Relationship Management
- Private Equity
- Management
- Private Banking
- Retail Banking
- MIS
- CRM
- Data Mining
- Financial Markets
- Accounting
- Sales Operations
- Accounting System
- Records Management
- Business Operations
- Client Relationship
- Accounts Payable and Receivable
- Customer Service
- Strategic Financial
- Customer Relationship Management
- Management Information Systems
Naveen Sonthalia Summary
- Naveen Sonthalia, based in Canada, is currently a Director VMB Toronto at True North Mortgage. Naveen Sonthalia brings experience from previous roles at True North Mortgage, RBC and HSBC. Naveen Sonthalia holds a 2004 - 2006 PGDM (equiv MBA) @ Globsyn Business School. With a robust skill set that includes Leadership, Customer Relationship Management Crm, PowerPoint, Banking, Lending Solutions and more. Naveen Sonthalia has 2 emails on RocketReach.
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