Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Akshata Balkate

Finance Professional
Toronto,ON

Summary

Accomplished Financial professional with almost 3 years of experience buying and selling securities and commodities in investment and trading firms. Demonstrated talent for providing financial services to wide range of clients by studying market conditions to advise on investment decisions. Excellent with data management and data processing. Fantastic critical thinker with great memory and efficiently organize vast amounts of data. Great at conducting investigative reporting and transcribing information.

Overview

3
years of professional experience
16
years of post-secondary education

Work History

Starbucks
Toronto, ON

Barista and Cashier
08.2022 - Current

Job overview

  • Created wide variety of hot and cold drinks in average shifts with consistently positive customer satisfaction scores.
  • Recommended products based on solid understanding of individual customer needs and preferences.
  • Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
  • Trained new employees, sharing knowledge and expertise of coffees, teas and merchandise.

Wendy's Reefs Kitchen
Toronto, ON

Line Cook
03.2022 - 09.2022

Job overview

  • Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction and repeat business.
  • Followed restaurant stock management schedule to monitor product freshness and rotate out old products.
  • Checked for quality, kept track of old and new items and rotated stock to confirm freshness of food and ingredients.
  • Packed and handed over the orders at expo counter.

Orient Capital Ltd (Link Group)
Mumbai, Maharashtra

Compliance Analyst
10.2020 - 11.2021

Job overview

  • Prepared reports to upload as Registrar of Interest on London Stock Exchange and Hong Kong Stock Exchange.
  • Scheduling of registers with Client Relations and Share Analysis team.
  • Loading of share registers into database called Miraqle.
  • Helping third party to maintain investor relations by sending the timely reports.
  • Maintaining third-party contact information up to date.
  • Sourcing contacts at newly identified third parties.
  • Quality assurance of disclosure responses and disclosure response processing into the data base.
  • Regularly reviewing the data collection process and suggesting possible improvements.

Motilal Oswal Financial Services Ltd
Mumbai, Maharashtra, India

Senior Business Development Executive
06.2019 - 09.2020

Job overview

  • Assisted the clients with various financial products like Mutual Funds, Insurance, Stocks, Portfolio management.
  • Verified documents of clients for investment in financial products.
  • Negotiated and closed long-term agreements with new clients in assigned territory.
  • Communicated directly with customers and partners to build strong business networks and relationships.
  • Planned marketing initiatives and leveraged referral networks to promote business development.

Education

Dr. T. R. Naravane High School
Mumbai, India

High School Diploma
06.2003 - 06.2014

Durgadevi Saraf Junior College
Mumbai, India

GED
06.2014 - 03.2016

Mumbai University

Bachelor in Commerce from Commerce And Business Administration
06.2016 - 04.2019

Seneca College of Applied Arts And Technology
North York, ON

Post Graduation Certificate from International Business Management
01.2022 - 09.2022

Skills

    Operations understanding

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Timeline

Barista and Cashier

Starbucks
08.2022 - Current

Line Cook

Wendy's Reefs Kitchen
03.2022 - 09.2022

Seneca College of Applied Arts And Technology

Post Graduation Certificate from International Business Management
01.2022 - 09.2022

Compliance Analyst

Orient Capital Ltd (Link Group)
10.2020 - 11.2021

Senior Business Development Executive

Motilal Oswal Financial Services Ltd
06.2019 - 09.2020

Mumbai University

Bachelor in Commerce from Commerce And Business Administration
06.2016 - 04.2019

Durgadevi Saraf Junior College

GED
06.2014 - 03.2016

Dr. T. R. Naravane High School

High School Diploma
06.2003 - 06.2014

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Akshata BalkateFinance Professional