Build Your Career in Commercial Mortgages: Expert Tips & Strategies - PART 1

🌟 IndoCanada Professionals brings you a detailed session on 📝 Commercial Lending Essentials: Unlock Opportunities in Banking 📝🌟

In this informative session, our expert covers the essentials of commercial lending in Canada, offering a holistic approach that goes beyond loans to include relationship management, risk mitigation, and employee loyalty strategies. Whether you're a business owner or an aspiring banker, this video provides valuable insights into the Canadian banking landscape! 🏦

🔹Introduction to Commercial Lending in Canada (0:01 – 0:37)
An overview of how Canada’s commercial lending sector focuses on a full relationship management approach, not just loans.

🔹Managing Cash Flow & Treasury Management (0:44 – 2:15)
Learn about online banking tools that business owners can use for efficient cash flow management, reporting, and analytics.

🔹Managing Business Risk (2:22 – 2:49)
Explore how banks help businesses mitigate risk through partnerships and financial services beyond just lending.

🔹Employee Loyalty & Retention (2:55 – 3:17)
Discover how Canadian businesses manage employee turnover with RRSP plans, stock options, and profit-sharing.

🔹Credit & Borrowing in Canada (3:36 – 5:25)
Introduction to various credit options, including the Canada Small Business Finance Loan, aimed at supporting small businesses and startups.

🔹Commercial Mortgages (7:59 – 10:01)
An in-depth look at commercial mortgages, loan-to-value ratios, and how banks assess properties based on cash flow.

🔹Equipment Financing & Leasing (13:30 – 15:28)
Understand equipment financing options, including leasing, and why many businesses prefer 100% loan-to-value leasing arrangements.

🔹Expanding Your Business Internationally (15:33 – 17:10)
Get insights on trade finance, foreign exchange services, and how Export Development Canada (EDC) supports businesses with international growth.

🔹Wealth Management for Business Owners (28:27 – 31:06)
A look at wealth management services offered by banks, helping business owners plan for both personal and business financial success.

❓ Important Questions Answered:

Starting a Career in Trade Finance & Foreign Exchange (17:26 – 20:55)
Advice on pursuing a career in trade finance and foreign exchange, and whether a license is required.

Referral Process for Trade Finance Services (20:56 – 24:39)
Understanding how accountants can connect their clients to banks and what to expect in terms of referral processes.

Career Growth in Commercial Banking (35:51 – 51:02)
Detailed advice on building a successful career in commercial banking, including networking, mentorship, and advocating for yourself.

Adjusting from India’s Banking Culture to Canada’s (57:08 – 1:01:47)
Challenges of transitioning from a numbers-driven culture to a relationship-focused approach in Canada.

Career Path for Relationship Managers (1:01:53 – 1:08:02)
Exploring the career trajectory of a relationship manager, from junior roles to leadership positions.

Importance of Networking for Career Success (1:08:12 – 1:12:55)
Tips on networking effectively and securing opportunities by connecting with key individuals rather than relying on job applications alone.

🎯 Key Takeaways:
This session offers a comprehensive overview of commercial banking in Canada, focusing on relationship management and career growth. Perfect for anyone looking to thrive in the Canadian banking industry! 🌱

👥 Speaker: Avani Shah

🌐 Connect with IndoCanada Professionals:

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