Hiren Nayak
Orillia,ON
Summary
Goal-oriented Trader with 10 years of personal experience. critical thinker with decisive approach. Dedicated to raising profits through calculated risks and exceptional fundamental and technical analysis knowledge. Committed to continuous learning and application of quantitative techniques to optimize pricing and hedging strategies.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Banking Advisor
Scotiabank
08.2023 - Current
- Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
- Educating customers, providing relevant insights and expert advice
- Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing relationships
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Banking Advisor
The Royal Bank Of Canada
07.2022 - 11.2022
- Champion digital enablement by proactively educating our clients to self-serve
- Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business
- Provide professional advice and education with an ability to address credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
- Make good use of technology to connect with clients both virtually and face to face
Client Advisor
The Royal Bank Of Canada
12.2021 - 07.2022
- Actively listen to uncover the reason for their visit, taking ownership of client needs and resolving concerns at first point of contact
- Engage in discovery conversations to understand client needs, provide client-centric advice and personally fulfill on the appropriate simple advice, solutions and service
- Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Customer Service Representative
BMO
11.2021 - 12.2021
- Engaging with clients to assist with day to day banking transactions.
- Ability to educate clients with more and more digital solutions and encourage to utilize them.
- Education and advice based on their client profile and referrals to the appropriate business partner in the branch.
Kitchen Manager
Wild Wings Restaurant
10.2019 - 07.2021
- Handle the ordering mechanism, inventory management as well as scheduling for all the kitchen and front end staff.
- Dealing with agitated customers, customer complaints and any concerns in the employees.
- Regular checks and maintenance of the store. Undertake the billing, banking, refilling the stock requirements.
Education
Post Graduate Diploma - Supply Chain Management
St Clair
Toronto, ON09.2018
Post Graduate Diploma - International Business Management
St Clair
Toronto, ON09.2018
Bachelor of Commerce - Financial Analysis
Gujarat University
Gujarat, India09.2015
Skills
- Trading Experience
- Investment strategies
- Trend analysis expertise
- Risk Management
- Adaptability and Continuous Learning
- Asset Allocation
- Equity research
- Market forecasting
- Critical Thinking
Languages
English
Native or Bilingual
Gujarati
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Professional Working
Certification
- IFIC - Investment Funds in Canada (CSI)
- MLP - Mortgage Landing Program - Specialized (CSI)
Timeline
Banking Advisor
Scotiabank
08.2023 - Current
Banking Advisor
The Royal Bank Of Canada
07.2022 - 11.2022
Client Advisor
The Royal Bank Of Canada
12.2021 - 07.2022
Customer Service Representative
BMO
11.2021 - 12.2021
Kitchen Manager
Wild Wings Restaurant
10.2019 - 07.2021
Post Graduate Diploma - Supply Chain Management
St Clair
Post Graduate Diploma - International Business Management
St Clair
Bachelor of Commerce - Financial Analysis
Gujarat University
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