Gaurav Bhatia
London,Canada
Summary
Dynamic Financial Advisor with a proven track record at Scotiabank, enhancing client satisfaction through personalized investment strategies and relationship building. Expert in asset allocation and risk assessment, I've successfully developed customized portfolios, leveraging skills in mutual funds and equity research. Committed to achieving financial goals, my approach has consistently fostered long-term customer relationships.
Overview
6
6
years of professional experience
Work History
Financial Advisor
Scotiabank
11.2021 - Current
- Complies with bank operations and security procedures by participating in all dual control functions
- Managed approximately Book of business for over 500 clients and dealing with 30 incoming calls, emails and faxes per day from customers
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Recommended specific investments to help clients meet financial goals.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Maintains customer confidence and protects bank operations by keeping information confidential
- Building long term relations with customers
- Contributes to team effort by accomplishing related results as needed
- Worked with clients to support understanding of rationale and details of financial strategies.
Paint Sales Associate
Home Depot
04.2021 - Current
- Selling paint and supplies to both contractors and retail customers
- Mixing paint and colour matching
- Use computerized point of sale system
- Stocking shelves and receiving orders daily
- Providing the best Customer service
Assistant Manager
BG Fuels
01.2019 - 01.2021
- Regularly communicated with vendors and assisted with restocking shelving and product displays
- Assisted customers with issues at the pump and contacted service technicians when necessary
- Operated: cashier and pump register, bills counter machine, credit cards machine and lottery machine
- Maintained an awareness of all promotions and advertisements
Education
Investment
Canadian Investment Funds Course
London, ONRegistered Financial And Retirement Advisor ®
CIFP
LondonGED -
Fanshawe College
London, None04-2020
BCOM(H) - Accounting And Finance
Delhi University
India07-2018
Skills
- Investment advice
- Relationship building and management
- Asset Allocation
- Mutual funds
- Equity research
- Retirement planning
- Risk Assessment
Languages
English
Full Professional
TOP 10 PERFORMER
Providing consistent results from last 2 years and being on the list of top performer for quarterly and yearly results.
Timeline
Financial Advisor
Scotiabank
11.2021 - Current
Paint Sales Associate
Home Depot
04.2021 - Current
Assistant Manager
BG Fuels
01.2019 - 01.2021
Investment
Canadian Investment Funds Course
Registered Financial And Retirement Advisor ®
CIFP
GED -
Fanshawe College
BCOM(H) - Accounting And Finance
Delhi University
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