Ashish Daniel Payyanickal
KItchener,Ontario
Summary
Highly motivated Mechanical Engineer with Financial Advisor background that educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Cashier
Taco Bell Restaurant
09.2023 - Current
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
Financial Advisor
Federal Bank
09.2021 - 12.2022
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Implement tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Education
Post-Graduate Certificate - Applied Energy Management
Conestoga College Institute of Technology And Advanced Learning
Kitchener08-2023
Bachelor of Engineering - Mechanical Engineering
Dr NGP Institute of Technology
Tamil Nadu , India04-2021
Skills
- Customer service
- Cash handling
- Customer service excellence
- Attention to detail
- Fundamental analysis
- Insurance sales
- Financial services
- Time management
Languages
English
Full Professional
Malayalam
Native or Bilingual
Tamil
Full Professional
Hindi
Full Professional
Certification
Currently enrolled in the Investment Funds in Canada (IFC) course to develop expertise in mutual funds and investment strategies.
Timeline
Cashier
Taco Bell Restaurant
09.2023 - Current
Financial Advisor
Federal Bank
09.2021 - 12.2022
Currently enrolled in the Investment Funds in Canada (IFC) course to develop expertise in mutual funds and investment strategies.
Post-Graduate Certificate - Applied Energy Management
Conestoga College Institute of Technology And Advanced Learning
Bachelor of Engineering - Mechanical Engineering
Dr NGP Institute of Technology
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