Aarchi Maniar
Calgary,AB
Summary
Dynamic and detail-oriented banking professional with a Canadian Securities Course (CSC) certification, offering a strong foundation in investment products and financial regulations. Skilled in customer service, financial analysis, and identifying client needs to provide tailored banking solutions. Experienced in managing transactions efficiently while maintaining compliance with banking policies. Committed to fostering trust and delivering exceptional service in a fast-paced financial environment to achieve organizational goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Event Staff Member
Centennial college
Toronto, Ontario
08.2023 - 12.2024
- Handled crowd control professionally, maintaining a safe environment for all event attendees and staff members.
- Set up event facilities and equipment, cleaned areas, and organized supplies.
- Provided exceptional customer service for all guests, and escalated concerns where needed.
• Oversaw event operations to keep them running smoothly.
Client Service Representative
Aarchi Investment
Ahmedabad, Gujarat
04.2022 - 04.2023
- Assisted clients with account-related questions, including investment transactions, and portfolio updates.
- Guided clients on using brokerage tools and platforms, ensuring they understood their investment options.
- Supported the team in processing trade requests and ensuring compliance with financial regulations.
Education
Diploma - Financial Services
Centennial College
Scarborough,ON08-2024
Skills
- Customer Service Excellence
- Knowledge of mutual funds and structured products
- Understanding of financial instruments (stocks, bonds, ETFs, etc)
- Knowledge of financial regulations and policies
- Client Relationship Management
- Decision making
- Attention to detail, accuracy, and efficiency
- Leadership and teamwork
- Quick learner
- Time management
- Reliable and flexible
- Problem solving
- Strong verbal and written communication skills
Certification
- Canadian Securities course (CSC)
- LLQP
- Retirement consultant course (CIFP)
- Income Tax planning (CIFP)
- MS Word and Excel
Timeline
Event Staff Member
Centennial college
08.2023 - 12.2024
Client Service Representative
Aarchi Investment
04.2022 - 04.2023
Diploma - Financial Services
Centennial College
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