Kavita Bhatt
Toronto,ON
Summary
A results-driven financial professional with a strong background in financial services, and customer relationship management. Possessing an IFC CSI certification, I bring a comprehensive understanding of investment strategies, financial markets, and risk management. Adept at delivering tailored financial solutions to clients, With a proven ability to build long-term client relationships and deliver exceptional customer service, I am committed to leveraging my financial expertise and certification to drive growth, improve financial outcomes, and support clients in achieving their financial goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor and Accountant
Babulnath Tekriwala (NGO)
Mumbai
01.2022 - 07.2023
- Develop personalized financial plans to meet clients' short- and long-term objectives, such as retirement, education, estate planning, and investment goals.
- Provide guidance on investment strategies, helping clients build diversified portfolios based on their risk tolerance and financial goals.
- Conduct market research to stay updated on economic conditions, investment opportunities, and market trends, and monitor clients' investment portfolios, making adjustments as needed to optimize returns or reduce risk.
- Plan, implement, and oversee projects that align with the NGO's mission and goals. Monitor and evaluate the progress of projects, assess impact, and suggest improvements as necessary.
Associate Attorney
Integreon Managed Solutions Limited
Mumbai
03.2018 - 02.2022
- Drafted memorandums summarizing case facts and outlining potential courses of action.
- Provided legal advice, opinions and solutions regarding issues and risks on various transactional and regulatory matters.
- Collaborated with colleagues from other disciplines such as accounting or finance when handling certain types of cases.
Financial Sales Representative
ICICI Bank
Mumbai
01.2017 - 02.2018
- Built annual sales financial plan in coordination with other sales and marketing managers.
- Maintained accurate records of all customer interactions and transactions.
- Advised clients on investments such as stocks, bonds, mutual funds, and ETFs.
- Negotiated contracts for improved pricing and terms of business with suppliers.
Education
Project Management - Management
George Brown College
Toronto, None09-2024
LLB - Law
Mumbai University
Mumbai08-2020
B.Com (Finance And Accounting) - Commerce
Mumbai University
Mumbai, MaharashtraSkills
- Financial analysis
- Customer relationship management
- Team collaboration
- Time management
- Problem solving
- Effective communication
- Attention to detail
- Investment strategies
- Goal setting
Certification
- IFC CSI Certified.
- Diploma in Cyber law
- PM Scrum and Agile Certification.
- Project Management and Agile basics.
Languages
English
Full Professional
Timeline
Financial Advisor and Accountant
Babulnath Tekriwala (NGO)
01.2022 - 07.2023
Associate Attorney
Integreon Managed Solutions Limited
03.2018 - 02.2022
Financial Sales Representative
ICICI Bank
01.2017 - 02.2018
Project Management - Management
George Brown College
LLB - Law
Mumbai University
B.Com (Finance And Accounting) - Commerce
Mumbai University
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