Deepashi Deepashi
Summary
As a Financial Planning Enthusiastic, i have studied subjects at core like Risk Management, Retirement Planning, Financial Planning, Financial Analysis, wealth management, Budgeting and Financial Modelling certification which will be acting as my knowledge tools helping me in problem solving and decision making skills. During my studies i have also gained knowledge for various accounts like Portfolio Management like Savings a/c , TFSA, RRSP, FHSA and RESP. A driven professional with the understanding that great service results in lasting client relationships.
Overview
2
2
years of professional experience
Work History
Technical Sales Representative
MCI Telecommunications
11.2023 - Current
- Developed robust pipeline of sales opportunities by maintaining accurate information in CRM.
- Engaged large and medium end-users to deliver company's total value proposition to increase sales.
- Maximized revenue opportunities by conducting thorough needs assessments during initial client consultations.
- Collaborated with customers and asked questions to assess needs and budgets.
- Building long-lasting client relationships through exceptional advice and service.
Financial Services Representative
Aman Travels
08.2023 - 12.2023
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
Financial Analyst
Sahil Traders
08.2022 - 12.2022
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
Education
Financial Planning - Finance
Centennial College of Applied Arts And Technology
Scarborough08-2023
Bachelor of Commerce - Accounting And Finance
Delhi University
Delhi08-2022
Skills
- Portfolio management
- Cash handling
- Sales goals
- Account maintenance
- Investment strategies
- Canadian Securities Course
- Microsoft Excel
- Financial statement analysis
- Financial modeling
- Bookkeeping
- Investment valuation
- Administrative support
Languages
English
Full Professional
Hindi
Native or Bilingual
Timeline
Technical Sales Representative
MCI Telecommunications
11.2023 - Current
Financial Services Representative
Aman Travels
08.2023 - 12.2023
Financial Analyst
Sahil Traders
08.2022 - 12.2022
Financial Planning - Finance
Centennial College of Applied Arts And Technology
Bachelor of Commerce - Accounting And Finance
Delhi University
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