KESHAV SHARMA
Edmonton,AB
Summary
A dedicated and ambitious individual seeking to leverage academic excellence with a proactive mindset to contribute effectively for mutual growth. Focused advisor with experience in banking environments. Skilled in counting and packaging money, keeping an accurate drawer and building positive customer relationships. Excellent sales, service and time management abilities.
Overview
1
1
year of professional experience
1
1
Certification
Work History
CLIENT ADVISOR
PRABHU SECURITIES (Stock Broker & Mutual Fund Distributor)
2023.01 - 2023.12
- Collaborated with a team to provide investment advice to clients
- Conducted market research and analysis to identify investment opportunities
- Maintained client relationships and provided regular updates on their portfolios
- Assisted in the development of marketing materials to attract new clients
- Helped clients to diversify their Portfolios and Managing Risks associated with Investments
Education
Business Administration Management -
Northern Alberta Institute of Technology (NAIT)
12.2025
KVM Senior Secondary School
Skills
- Excellent communication and interpersonal skills
- Problem-solving and analytical thinking
- Team player with a collaborative approach
- Adaptability and willingness to learn new technologies
- Proficient in customer service
- Client Retention Strategies
- Team Leadership
- Project Management
Languages
French
Elementary
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Coursework
Commerce with Math in High School, 03/2023
Awards and Affiliations
KVM Senior Secondary School, Ludhiana, India, Academically ranked with high distinction and honored with Award of Excellence in 2021
Certification
Level 2 certificate for French
Volunteer experience
ORGANIZER, Gully House, Ludhiana, 11/2020
References
- Available on demand
Timeline
CLIENT ADVISOR
PRABHU SECURITIES (Stock Broker & Mutual Fund Distributor)
2023.01 - 2023.12
Business Administration Management -
Northern Alberta Institute of Technology (NAIT)
KVM Senior Secondary School
Level 2 certificate for French
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