Adit Haria
Summary
Experienced Investment Specialist with outstanding knowledge of Banking Industry, Financial Products and Mutual Funds. Adept at profile building and digital management with success at handling 15-20 clients at one time. Committed to financial success for everyone involved in large and small scale investments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Investment Specialist -Mutual Funds Advisor
Bank Of Montreal Financial Group
06.2023 - 03.2024
- Met sales and service goals by building strong customer relationships and providing tailored solutions.
- Boosted team performance by identifying opportunities for other departments and integrating marketing initiatives into client interactions.
- Stayed informed about consumer needs, industry trends, and regulations related to provided products and services.
- Prioritized client satisfaction by understanding their financial goals and recommending appropriate solutions, particularly in mutual funds and registered plans.
- Ensured compliance with regulatory requirements, including Anti-Money Laundering measures, FCAC guidelines, and privacy provisions.
Investment Specialist
Bank Of Montreal Financial Group
05.2021 - 06.2023
- Providing advice and sales related to wealth and investments to BMO customers, focusing on term investments.
- Offering professional and responsive service to clients while adhering to regulations. Making referrals to other business groups when necessary.
- Servicing various types of accounts, including registered and non-registered accounts, as well as commercial accounts.
Store Manager
Freedom Mobile
11.2020 - 02.2021
- Understanding and addressing client needs by asking the right questions and offering solutions.
- Using knowledge of Freedom Mobile products to meet client needs.
- Providing excellent customer experience by building rapport and taking ownership.
Multitasking and reviewing client profiles to offer recommendations.
Education
Post-Degree Certificate - Financial Planning & Wealth Management, Anti Money
Lambton College
Toronto, ONBachelor's in Accounts And Finance - Specialized in Accounts and Book-keeping.
University of Mumbai
Mumbai- India03-2015
Skills
- Knowledge of Canadian banking and financial products including Mutual Funds and Registered Accounts, Loan products & policies
- Responding and resolving customer's concern using standard procedures and escalating non- standard activities
- Enjoys working in team and capable of performing individually
- Retirement planning
Certification
- Certified Investment funds in Canada. (IFIC) Canadian Securities Institute, Toronto
- Certified Personal Financial Services Advisor (PFSA)
- Canadian securities course. (CSC)- in process, Canadian Securities Institute, Toronto
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Marathi
Native or Bilingual
Punjabi
Professional Working
Timeline
Investment Specialist -Mutual Funds Advisor
Bank Of Montreal Financial Group
06.2023 - 03.2024
Investment Specialist
Bank Of Montreal Financial Group
05.2021 - 06.2023
Store Manager
Freedom Mobile
11.2020 - 02.2021
Post-Degree Certificate - Financial Planning & Wealth Management, Anti Money
Lambton College
Bachelor's in Accounts And Finance - Specialized in Accounts and Book-keeping.
University of Mumbai
- Certified Investment funds in Canada. (IFIC) Canadian Securities Institute, Toronto
- Certified Personal Financial Services Advisor (PFSA)
- Canadian securities course. (CSC)- in process, Canadian Securities Institute, Toronto
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