ARJUN BHATT
New Westminster,BC
Summary
Dedicated and organized financial professional with over 6+ years of experience in client relationship-building. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments.
Overview
9
9
years of professional experience
Work History
Personal Banker - Financial Advisor
Toronto Dominion Bank
Burnaby, British Columbia
04.2023 - Current
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Identified new business opportunities through networking and referrals.
- Monitored clients' investment portfolios, providing timely rebalancing and adjustments as necessary.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Universal Banker
Canadian Imperial Bank of Commerce
Guelph, ON
09.2021 - 04.2023
- Researching and Preparing various customized portfolios taking into considering various clients and compliance policies.
- Processing investment trades, switches, purchases.
- Adhering to various compliance rules while conducting any trade for clients.
- Maintaining various client's files, forms accurately.
- Identifying valuable solutions for customers with credit problems.
- Promoting business to increase customer base and grow revenue.
Customer Service Representative
Royal Bank of Canada
Mississauga, ON
04.2021 - 08.2021
- Answered 80 to 100 inbound calls to facilitate customer service.
- Exceptional customer service, anticipating clients needs and solving their concerns.
- Exceeded company productivity standard on consistent basis.
- Organized client records and reports to strengthen traceability.
Cashier
Lowe's Home Improvement and Warehouse
Toronto, ON
10.2019 - 11.2020
- Worked closely with front-end staff to assist customers.
- Carefully bagged the purchases to prevent merchandise breakage.
- Delivered high level of customer service using active listening and engagement skills.
- Learned roles of other departments to provide coverage and keep store operational.
Relationship Manager
Motilal Oswal Securities Ltd.
Mumbai, Maharashtra
01.2017 - 07.2018
- Built and presented investment proposals for clients.
- Reviewed and rebalanced client portfolios to adhere to client investment limits.
- Critical thinking helped me analyze investment options in accordance with client's profile.
- Communicated with various administrative and operational departments
Relationship Manager
Star Union Dai Ichi Life Insurance Company Ltd.
Mumbai, Maharashtra
08.2016 - 12.2016
- Worked closely with Bank of India and Union Bank and proposed insurance solutions to existing and new clients.
- Exceptional in-person client support to resolve various concerns.
- Engaged with other banking staffs and invested time in knowing more about different banking departments.
Education
Financial Planning I - Financial Planning
Canadian Securities Institute
Vancouver, BC08-2024
Personal Financial Service Advice - Personal Finance Planning
Canadian Securities Institute
Toronto, ON03.2022
Post Graduate Diploma - International Business Management
George Brown College
Toronto, ON09.2020
Investment Funds in Canada - Finance
Canadian Securities Istatitue
Toronto, ON09.2019
Post Graduate Diploma - Financial Planning
George Brown College
08.2019
Associate Financial Planner - Personal Finance Planning
Financial Planning Standards Board of India
Mumbai09.2016
Bachelor's of Commerece - Accounting And Finance
K.P.B. Hinduja College of Commerce
04.2016
Skills
- Proactive self starter
- Confident communicator
- Critical thinking
- Time Management and prioritizing on tasks
- High level of accountability
- MS Office
- Honest and Ethical
- Teamwork and Collaboration
- Working well under pressure
Languages
Timeline
Personal Banker - Financial Advisor
Toronto Dominion Bank
04.2023 - Current
Universal Banker
Canadian Imperial Bank of Commerce
09.2021 - 04.2023
Customer Service Representative
Royal Bank of Canada
04.2021 - 08.2021
Cashier
Lowe's Home Improvement and Warehouse
10.2019 - 11.2020
Relationship Manager
Motilal Oswal Securities Ltd.
01.2017 - 07.2018
Relationship Manager
Star Union Dai Ichi Life Insurance Company Ltd.
08.2016 - 12.2016
Personal Financial Service Advice - Personal Finance Planning
Canadian Securities Institute
Post Graduate Diploma - International Business Management
George Brown College
Investment Funds in Canada - Finance
Canadian Securities Istatitue
Post Graduate Diploma - Financial Planning
George Brown College
Associate Financial Planner - Personal Finance Planning
Financial Planning Standards Board of India
Bachelor's of Commerece - Accounting And Finance
K.P.B. Hinduja College of Commerce
Financial Planning I - Financial Planning
Canadian Securities Institute
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