Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
certification
Timeline
Generic

Lalita Marvadi

Brampton,ON

Summary

More than 10 years of work experience working in Finance and Sales in the banking and marketing industry. Relentless professional known for working hard to determine risk levels. A well-spoken Fraud Analyst promoting exemplary talents in reviewing accounts and identifying issues. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

3
3
years of professional experience
1
1
Certification

Work History

ASSOCIATE FINANCIAL ADVISOR

CIBC
Brampton, ON
01.2021 - Current
  • Able to build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • Self-motivated, with a strong sense of personal responsibility.
  • Paid attention to detail while completing assignments.

SENIOR FINANCIAL SERVICE REPRESENTATIVE

CIBC
12.2020 - 01.2021
  • Provided solutions for day to day banking needs understanding customers' banking needs and provide

Education

Bachelor of Arts - Arts

J. N.V. Unicersity
India
06.1997

Skills

  • Regulatory Compliance
  • Performance Measurement
  • Financial Modeling
  • Risk Assessment
  • Investment Guidance
  • Stock market understanding

Accomplishments

Quarterly Achievers 2019 and 2023

Monthly Achier 2024

Languages

English
Professional Working

Certification

  • IFIC MF DA 2013

certification

DFSA   Jan 2023

Advance financial planning 2023

Timeline

ASSOCIATE FINANCIAL ADVISOR

CIBC
01.2021 - Current

SENIOR FINANCIAL SERVICE REPRESENTATIVE

CIBC
12.2020 - 01.2021

Bachelor of Arts - Arts

J. N.V. Unicersity

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Lalita Marvadi