Summary
Overview
Work history
Education
Skills
Certification
Timeline
Generic

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
ALEENA JOSSY