Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic
Dhrumi Mehta

Dhrumi Mehta

Toronto,ON

Summary

Focused and organized finance professional adept at working effectively and quickly mastering new skills. Possesses strong analytical skills and private wealth management experience. Committed to continued learning, currently a CFA Level 3 candidate.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Client Relations Executive

Basic Financial Services
Mumbai
12.2022 - 08.2023
  • Organized new client meetings to understand their goals, risk profile and suggest suitable investment instruments.
  • Organized semi-annual follow up meetings with existing clients to discuss portfolio performance and rebalance to align with their IPS if needed.
  • Analyzed new fund offerings, products and presented the key points to senior management to determine suitability for clients.
  • Monitored performance of the recommended products and worked closely with portfolio managers to understand the strategy employed.
  • Helped manage existing clients, and prospected new clients through various channels such as workshops, calls, emails and social media.

Administration Assistant

Y-Axis Immigration Consultancy
Australia
10.2022 - 10.2023
  • Answered phone calls to provide relevant information or direct calls to appropriate personnel.
  • Processed incoming mail on a daily basis and responded to inquiries from internal and external customers.
  • Tracked project performance data to generate reports and keep management informed of important trends and client escalations.
  • Scheduled appointments for department personnel as needed.
  • Worked on landing page optimization and revamping the Australian website with the web development team

Education

Bachelor of Business - Accounting And Finance

Swinburne University of Technology
Melbourne, Australia
12-2018

Diploma of Business -

Swinburne University of Technology
Melbourne, Australia
05-2016

Skills

  • Advanced knowledge of Excel
  • Proficient Salesforce CRM Software user
  • Strong analytical skills
  • Portfolio analysis and rebalancing
  • Financial Reporting and Analysis
  • Research and due diligence
  • Attention to Detail
  • Effective communication
  • Time management
  • Problem solving

Accomplishments

  • Invited to join the Golden Key International Honor society
  • Awarded academic scholarship for the Bachelors program

Certification

  • CFA Level 3 candidate

Languages

English
First Language
Hindi
Advanced (C1)
C1
Gujarati
Advanced (C1)
C1

Timeline

Client Relations Executive

Basic Financial Services
12.2022 - 08.2023

Administration Assistant

Y-Axis Immigration Consultancy
10.2022 - 10.2023

Bachelor of Business - Accounting And Finance

Swinburne University of Technology

Diploma of Business -

Swinburne University of Technology

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Dhrumi Mehta