JAIMINKUMAR PAREKH
Courtice,ON
Summary
As a Finance Professional with over Six years of Finance and marketing experience. I aspire to work with loyalty and dedication, encompassing all my learning and skills for the organization which enables me to grow along with the organization. Instrumental in resolving advanced fund management issues and catapulting company forward with cutting-edge strategies. Achievements include increasing client returns, strengthening portfolios and managing compliance issues. Good grasp of economic, accounting and mathematical principles. Proven ability to work in fast-paced, multi-tasking, and high- pressure environments.
Overview
11
11
years of professional experience
Work History
Mutual Fund Representative
TD investment services
03.2022 - Current
- Delivering outstanding customer experiences at every interaction and execute on plans to continuously build the client experience, in line with TD's brand promise.
- Providing full-service solutions for clients with the view to be every client’s primary financial partner and transforming their banking experience into something memorable, rewarding and financially satisfying
- Proactively identifying customer needs to uncover opportunities to be crucial to their financial success and provide legendary experience.
- Assisting in the operation and management of mutual funds
- Reviewing financial reports and assessing fund performance.
- Increased assets under management through proactive prospecting and relationship-building with new and existing clients.
- Streamlined operational processes for improved efficiency, enabling timely execution of trades and accurate reporting.
Customer Service Associate
Invesco Investment Services
01.2020 - 02.2022
- Establish and build rapport with customers by engaging in conversations that educate them on Invesco products and services.
- Apply internal policies, procedures, external legislation, and regulations in accordance with stated guidelines.
- Evaluate research and facilitate the resolution of customers’ needs and account adjustments in a timely fashion.
- Also accept full ownership and accountability for the resolution of customer needs from start to finish.
- Assisted clients in purchasing equity and fixed income product such as GICs, stocks, Options, ETF, Bonds, ISAs and money market funds on Canadian and US markets.
- Reconciliation of derivatives, equities and fixed income products for trades, position Including accrued interest on Bonds.
Supervisor
Mucho Burrito
11.2017 - 01.2020
- Oversight of all operations of the restaurant with direct responsibility of employees, products, and equipment to effectively reach $1 million in sales annually
- Providing legendary customer service by getting a “100% Mystery Shopper” and “90% Risk and Quality Review” score
- Ensuring customer satisfaction and appreciate by celebrating “Cinco De Mayo” every year
- Motivated employees to suggestive sell to reach daily sales targets on promotional products
- Reduced employee turnover and improve moral by organizing staff appreciation events
- Control inventory, monitor revenue, modify procedures, creating weekly sales reports, and reporting them at headquarter.
Finance Analyst
Intra Ocular Care Limited
06.2013 - 10.2017
- Awarded as “Employee of the year” in 2015
- Drafting offer documents for debt raising and listing debt securities on Bombay Stock Exchange
- Evaluating historical and current financial data to understand company’s financial condition and forecast Budget
- Studying industry-specific business trends and research data
- Developing financial models that forecast business outcomes and profits.
- Writing data-backed reports to support the management team in taking strategic business decisions.
- Measuring financial risk associated with investment decisions.
- Ensured to minimize bad debts of the company on annual basis and recover 15% every year.
- Provides and documents financial period analysis for financial information packages.
Education
Canadian Securities Course (CSC) -
Canadian Securities Institute (CSI)
01.2021
Master of Business Administration (finance and marketing management), Customer Relationship management, Stock, and money market, Customer service and research, Marketing, Securities Market -
Charusat University
05.2013
Bachelor of Business Administration Accounting, Corporate Finance, Business Communication, Marketing, Income Tax -
Sardar Patel University
04.2011
Skills
- Mutual funds trades and settlement
- Record Keeping
- Portfolio Management
- Asset Allocation
- Microsoft Office
- Data Management
- Customer Service
- Securities Market
- Research
- Problem Solving
- Settlement and Reconciliation
- Analytical mindset
Languages
English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Timeline
Mutual Fund Representative
TD investment services
03.2022 - Current
Customer Service Associate
Invesco Investment Services
01.2020 - 02.2022
Supervisor
Mucho Burrito
11.2017 - 01.2020
Finance Analyst
Intra Ocular Care Limited
06.2013 - 10.2017
Canadian Securities Course (CSC) -
Canadian Securities Institute (CSI)
Master of Business Administration (finance and marketing management), Customer Relationship management, Stock, and money market, Customer service and research, Marketing, Securities Market -
Charusat University
Bachelor of Business Administration Accounting, Corporate Finance, Business Communication, Marketing, Income Tax -
Sardar Patel University
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