Akshay Dantani
Toronto
Summary
Dedicated and detail-oriented professional with a Bachelor of Commerce degree and comprehensive experience in financial services, client relations, and global business management. Seeking to leverage expertise as a Private Client Service Associate at TD Bank to provide exceptional service to high-net-worth clients while contributing to the bank's growth and success.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Demat account opening executive
Sharekhan
08.2018 - 12.2021
- Efficiently processed dematerialization account opening applications, ensuring compliance with regulatory requirements and internal procedures
- Provided personalized assistance to clients regarding account opening procedures, documentation, and account-related inquiries
- Collaborated with cross-functional teams to resolve customer issues and ensure a seamless account opening experience
- Conducted periodic reviews of account documentation to maintain accuracy and compliance with regulatory standards
Intern
KADI Dudh Sagar Dairy
09.2018 - 10.2018
- Assisted in the development and implementation of sales strategies to expand market reach and increase product sales
- Conducted market research and analysis to identify potential clients and assess competitors' offerings
- Managed customer inquiries, orders, and complaints, ensuring prompt resolution and customer satisfaction
- Supported the collection process by liaising with clients, issuing invoices, and tracking payments
Education
Global Business Management - International Finance, Data Analytics
Loyalist College of Applied Arts And Technology
Belleville, ON12.2023
B. Com - Accounting And Finance
KADI SARVAVIDHYALAYA
KADI04.2018
Skills
- Proficient in Tally ERP and other financial accounting software
- Strong understanding of financial services, banking operations, and regulatory compliance
- Excellent communication and interpersonal skills, with a focus on building and maintaining client relationships
- Detail-oriented with a demonstrated ability to prioritize tasks and meet deadlines
- Team player with the ability to collaborate effectively across departments and functions
Certifications:
Certification
- Licensed TALLY ERP
Additional Information
Currently preparing for the Canadian Securities Course (CSC) examination to obtain in-depth knowledge of Canadian securities regulations, ethics, and investment products
Studying fundamental concepts in securities trading, investment analysis, and portfolio management to enhance proficiency in financial services
Certifications:
- Tally ERP Certificate
References:
1.Sharon Murcia
Professor at Loyalist college
2.Tina LeFave, AIRS
Tina.lefave@td.com
Timeline
Intern
KADI Dudh Sagar Dairy
09.2018 - 10.2018
Demat account opening executive
Sharekhan
08.2018 - 12.2021
Global Business Management - International Finance, Data Analytics
Loyalist College of Applied Arts And Technology
B. Com - Accounting And Finance
KADI SARVAVIDHYALAYA
- Licensed TALLY ERP
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