Vagmi Pandya
Toronto,ON
Summary
- Enthusiastic professional with over 5 years of industry experience in Banking, Financial Analysis, Project Management, and Compliance Critical thinker with well-developed time-management and organizational skills; able to prioritize workload in a fast-paced environment to meet tight deadlines
- Experienced presenter with excellent interpersonal and written/oral communication skills
- Highly flexible and adaptable multitasker with proven ability to work well independently and in a team environment; aptitude for learning new skills and procedures quickly
- Proficient in MS Office Suite and Internet applications
- Master of Commerce in Accounting and Finance
- CFA Level I (Candidate)
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
TD Canada Trust
11.2022 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Provided real estate secured lending solutions and structured complex deals to meet the unique needs of customers
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
Personal Banking Associate
TD Canada Trust
01.2022 - 10.2022
- Engaged customers in day-to-day advice needs, understood their goals and circumstances, advised on and applied right banking and credit products along with increasing financial confidence
- Met and exceeded targets and consistently and achieved 186% of the goals enhanced customer satisfaction by developing, maintaining, and deepening customer relations and achieving 112% of the metric
- Partnered with Financial Planners, Wealth Partners and Financial Advisors to provide wholistic financial advice to customers
- Undertook KYC and AML procedures during various transactions
Customer Service Representative
Concentrix
08.2020 - 02.2021
- Provided excellent service to external and internal customers by being approachable, driven, motivated, and committed resulting in enhanced relationship building
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
Consulting Analyst
Great Place to Work
01.2019 - 08.2019
- Performed root-cause analysis to solve daily bottlenecks on program implementation and operations, delivering a smoother workflow
- Participated in the development of a new product, co-curated the course material and ensured its effective roll out including checking progress on a weekly basis and presenting findings in a tabulated format
- Analyzed and interpreted data from surveys, workshops, participant feedback and progress during long term projects, thereby allowing for future planning of projects
- Supported the organization’s administrative activities including but not limited to logistics coordination, liaison with clients and other stakeholders involved
Consultant
Grant Thornton India LLP
05.2017 - 07.2018
- Analyzed the impact of major tax reforms on companies after an in-depth understanding of respective business models to enable financial and taxation forecasting
- Conducted due diligence of clients from various sectors undergoing mergers and acquisitions with respect to overall indirect tax compliances and litigation
- Litigation of various clients before the tax authorities
- Conducted tax audits of companies and assistance in better compliance
Analyst
Grant Thornton India LLP
03.2015 - 05.2017
- Determined the applicability of various indirect taxes on transactions/products of businesses to properly advise clients for future business decision making
- Undertook health checks of companies to ensure adherence to relevant laws
- Ensured compliance with state tax laws for businesses operating in over 15 states
Education
Master of Commerce - Accounting and Finance
University of Mumbai
2017
Bachelor of Commerce - undefined
University of Mumbai
2015
Skills
- Client Relationship Management
- Financial Analysis
- Documentation and Reporting
- Collaboration & Teamwork
Certification
Canadian Securities Course (CSC) - Canadian Securities Institute 2021
Chartered Financial Analyst (CFA Level 1) Candidate - CFA Institute 2023
Timeline
Financial Advisor
TD Canada Trust
11.2022 - Current
Personal Banking Associate
TD Canada Trust
01.2022 - 10.2022
Customer Service Representative
Concentrix
08.2020 - 02.2021
Consulting Analyst
Great Place to Work
01.2019 - 08.2019
Consultant
Grant Thornton India LLP
05.2017 - 07.2018
Analyst
Grant Thornton India LLP
03.2015 - 05.2017
Master of Commerce - Accounting and Finance
University of Mumbai
Bachelor of Commerce - undefined
University of Mumbai
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