Harsh Yuvaraj
North York,ON
Summary
Financial professional with extensive experience at HDFC Securities, specializing in investment strategies and client relationship management. Achieved a 25% increase in customer retention through tailored service and expert financial advice. Demonstrated proficiency in financial statement analysis and effective communication, resulting in substantial revenue growth and enhanced client satisfaction.
Overview
6
6
years of professional experience
Work History
Crew Member
Mc Donald's
09.2023 - 04.2025
- Provided friendly and efficient service, ensuring a positive customer experience in a fast-paced environment.
- Accurately processed orders and transactions while maintaining speed and attention to detail.
- Provided excellent customer service to maintain a positive atmosphere for guests.
- Resolved customer complaints in a professional manner.
Assistant Manager
Auto Craft Info Solutions
12.2020 - 05.2023
- Boosted customer retention by 25% through proactive financial advisory and personalized service.
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Conducted regular performance reviews for employees to identify areas of improvement.
- Communicated regularly with customers to gain insights into their needs.
- Created reports on sales trends, inventory levels, and financial data.
- Maintained accurate records of sales transactions using point-of-sale systems.
Advisory/Relationship Manager
HDFC Securities Pvt. Ltd
01.2020 - 11.2020
- Advised a portfolio of retail clients on investment strategies across equities, mutual funds, and insurance products.
- Guided optimal investment strategies, diversified asset classes, and increased company revenue by $150,000 through expert management of equities, mutual funds, life insurance, and health insurance deals.
- Analyzed market trends and identified potential new customers through research activities.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Implemented CRM systems for tracking client interactions and improving service delivery.
Equity Advisor
Karvy Stock Broking Pvt. Ltd
05.2019 - 12.2019
- Created detailed models analyzing potential investments' expected returns over time.
- Monitored the performance of existing equity investments and recommended changes as needed.
- Analyzed macroeconomic factors that could influence equity prices.
- Researched and analyzed companies' financial statements, industry trends, and other relevant data to identify suitable investment opportunities.
- Advised clients on tax-efficient investing strategies to minimize capital gains taxes.
- Met regularly with senior management to review portfolio performance against benchmarks.
- Performed technical analysis using software programs such as Bloomberg Terminal or FactSet.
- Generated reports detailing portfolio performance, stock recommendations, and market analysis for clients.
Education
Postgraduate Diploma - Advanced Professional Accounting
York University
04.2025
Postgraduate Diploma - Financial Planning
Humber College
01.2024
Master in Business Administration - Finance
Gujarat Technological University
01.2019
Bachelor In Business Administration - Economics & Finance
Gujarat Technological University
01.2017
Skills
- Financial Statement Analysis & Planning
- Market Research & Portfolio Management
- Problem-solving & Communication Skills
- Microsoft Office
- Microsoft Excel
- CRM Tools
- Investment Advisory (Equities, Mutual Funds, Insurance)
- Risk Management & Financial Services
- Investment strategies
- Client relationship management
- Reliability and punctuality
Websites
Timeline
Crew Member
Mc Donald's
09.2023 - 04.2025
Assistant Manager
Auto Craft Info Solutions
12.2020 - 05.2023
Advisory/Relationship Manager
HDFC Securities Pvt. Ltd
01.2020 - 11.2020
Equity Advisor
Karvy Stock Broking Pvt. Ltd
05.2019 - 12.2019
Postgraduate Diploma - Advanced Professional Accounting
York University
Postgraduate Diploma - Financial Planning
Humber College
Master in Business Administration - Finance
Gujarat Technological University
Bachelor In Business Administration - Economics & Finance
Gujarat Technological University
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