Summary
Overview
Work History
Skills
Websites
Certification
Timeline
Generic

Abhishek Mattoo

Toronto,ON

Summary

Highly impactful financial services professional with ability to identify the initiatives and execute action driven plans to support the organization's growth and objective. Seeking a challenging role to utilize knowledge and expertise towards professional development and advancement.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Advisor

ICICI Bank Canada
06.2023 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Implemented effective internal controls to mitigate risks associated with financial misstatements or fraud incidents.
  • Generated comprehensive reports on portfolio performance and risk assessment.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Manager

Kettlemans Bagels
02.2021 - 05.2023
  • Plan, organize, direct, control and evaluate the operations of a restaurant, bar, cafeteria or other food or beverage service
  • Determine type of services to be offered and implement operational procedures
  • Recruit staff and oversee staff training
  • Control inventory, monitor revenues and modify procedures and prices
  • Cross-trained existing employees to maximize team agility and performance.

Customer Service Representative

AXIS Bank
07.2018 - 12.2020
  • Convinced 15+ high-value clients to take long-term business loans during terms of service
  • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
  • Interview applicants for personal, mortgage, student and business loans
  • Promote the sale of deposit, investment, credit and loan products and services
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals

Business Analyst

Eclerx
08.2019 - 08.2020
  • Information systems business analysts and consultants confer with clients to identify and document requirements, conduct business and technical studies, design, develop, integrate and implement information systems business solutions, and provide advice on information systems strategy, policy, management, security and service delivery
  • Systems security analysts confer with clients to identify and document requirements, assess physical and technical security risks to data, software and hardware, and develop policies, procedures and contingency plans to minimize the effects of security breaches
  • Information systems quality assurance analysts develop and implement policies and procedures throughout the software development life cycle to maximize the efficiency, effectiveness and overall quality of software products and information systems
  • Systems auditors conduct independent third-party reviews to assess quality assurance practices, software products and information systems.
  • Optimized workflow processes to enhance overall productivity and achieve operational excellence.

Skills

  • Financial Advising
  • Business Succession Planning
  • Client Engagement
  • Financial Plan Development
  • Analytical Thinking
  • Problem Solving

Websites

Certification

  • LinkedIn Certification: Excel Essential Training (Pivot table, VLOOKUP, HLOOKUP creating charts, Advance formulas)
  • SAP ERP Essential Training
  • SQL for Data Analysis

Timeline

Financial Advisor

ICICI Bank Canada
06.2023 - Current

Manager

Kettlemans Bagels
02.2021 - 05.2023

Business Analyst

Eclerx
08.2019 - 08.2020

Customer Service Representative

AXIS Bank
07.2018 - 12.2020

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Abhishek Mattoo