Meera Jakhar
309-7461 Kingsley Cote-St-Luc,Québec
Summary
Results-focused digital investing professional with strengths in handling escalations. Proactive leader with strengths in communication and collaboration. Proficient in leveraging Credit, Risk Management and Estate settlement knowledge to promote client retention. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.
Overview
14
14
years of professional experience
Work History
Estates Case Manager
BMO Investorline
03.2023 - Current
- Settling estates for deceased clients by reviewing wills, death certificates, codicils, affidavits, court orders, guardianship orders, and processing estate payouts.
- Outbound calls to solicitors, executors, beneficiaries, and BMO Financial Group partners to complete estate forms, discuss settlement, and disbursement options.
- Oversees a portfolio of more than $200 million in assets.
- Averaging between 130 and 140 calls per month.
- Uses asset retention and acquisition strategies during the settlement process.
- Participates in regular team meetings and in-house training sessions to boost group effectiveness.
Senior Associate Digital Investing
BMO Investorline
10.2019 - 11.2022
- Communicated renewal terms of loans and account restrictions to clients through margin calls.
- Processed various financial transactions including currency conversions and equity trades.
- Leveraged detailed knowledge to recommend and select suitable products and services.
- Resolved customer inquiries in a timely manner while adhering to service level agreements.
- Averaged 50 callouts per day.
Branch Support Investment Specialist
BMO Investorline
08.2010 - 07.2017
- Received inbound calls from clients and branch partners to buy and sell stocks trading on domestic and foreign markets, mutual funds, precious metals, corporate and government bonds, debentures, guaranteed investment certificates, and processing foreign exchange transactions.
- Received verbal instructions from clients and branch partners for initial public offerings, reorganizations on securities, and dividend reinvestment plans.
- Processed domestic and international wires.
- Provided guidance to clients and branch partners to navigate the trading platform, and conducted password resets.
- Assisted clients with contributions and withdrawals from RRSPs, RRIFs, RESPs, cash, and margin accounts.
- Unlocked pension plans assisted clients in the deposits and registration of share certificates, as well as account transfers.
- Increased company revenue through telephone sales.
Education
MBA - Innovation Stream
University of Fredericton
05-2024
Investment Representative License - CSC CPH
Canadian Securities Institute
Baccalaureate - Bachelor of Administration
Hautes Etudes Commerciales
Skills
- Working knowledge of Microsoft Office
- Punctual, innovative, good communication skills, enthusiastic, flexible and conscientious, team player
- Needs Assessment
- Customer Retention Strategies
- Responding to Difficult Customers
- De-escalation Techniques
Languages
Timeline
Estates Case Manager
BMO Investorline
03.2023 - Current
Senior Associate Digital Investing
BMO Investorline
10.2019 - 11.2022
Branch Support Investment Specialist
BMO Investorline
08.2010 - 07.2017
Investment Representative License - CSC CPH
Canadian Securities Institute
Baccalaureate - Bachelor of Administration
Hautes Etudes Commerciales
MBA - Innovation Stream
University of Fredericton
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