ALEENA JOSSY
Cambridge,Canada
Summary
Aspiring Financial Planner with academic training in Financial Technology and Marketing Management, and professional experience in accounting, banking, and financial analysis. Guided by the vision of inspiring financial confidence, I bring strong self-motivation, proven sales experience, effective networking abilities, and solid relationship management skills to support client development and long-term success. I aim to contribute to financial planning, portfolio analysis, and client services while applying knowledge of transactions, entrepreneurial thinking, and distribution strategies to strengthen both client outcomes and organizational growth.
Overview
1
1
year of professional experience
2028
2028
years of post-secondary education
1
1
Certification
Work history
Junior Accountant
SHILPI WOOD WORK SHOP
06.2022 - 09.2023
- Managed a portfolio of high net-worth and small business clients, delivering tailored financial solutions aligned with specific client segments and strategic growth objectives.
- Conducted financial analysis and basic risk assessments to support recommendations on investment products, pricing options, and portfolio optimization.
- Assisted clients with applications, transactions, and security documentation to ensure seamless and compliant service delivery.
- Applied consulting skills by advising clients on product design, acquisitions, and long-term wealth planning.
- Built strong relationships through professional communication skills, trust-building, and a collaborative approach with internal teams.
- Consistently exceeded sales targets while ensuring adherence to bank policies and legal standards.
Relationship Manager
ICICI BANK LTD
10.2022 - 03.2023
- Managed and grew a portfolio of high net-worth clients, delivering tailored financial solutions aligned with long-term goals.
- Conducted financial analysis and basic risk assessments to optimize client portfolios.
- Assisted clients in understanding investment products, fostering trust through clear and professional communication.
- Collaborated with internal teams to ensure seamless onboarding, compliance, and service delivery.
- Consistently exceeded business development targets by identifying opportunities for cross-selling financial products.
Education
Postgraduate Certificate - Marketing Management
Seneca College
Postgraduate Certificate - Financial Technology
Conestoga College
B. Com - Finance and Taxation
Mahatma Gandhi University
01.2019 - 01.2022
Skills
- Accounting reports analysis
- Budget planning
- Forecasting
- Strategy formulation
- Client documentation processing
- Compliance
- Accuracy
- Efficiency improvement
- Risk management
- Leadership
- Teamwork
- Coordination
Certification
Financial Modelling and Valuation, Udemy
Timeline
Relationship Manager
ICICI BANK LTD
10.2022 - 03.2023
Junior Accountant
SHILPI WOOD WORK SHOP
06.2022 - 09.2023
B. Com - Finance and Taxation
Mahatma Gandhi University
01.2019 - 01.2022
Postgraduate Certificate - Financial Technology
Conestoga College
Postgraduate Certificate - Marketing Management
Seneca College