Mohit Nagaraj Beltur
239 Belmont Heath SW, Calgary,AB
Summary
A young, innovative, positive, and highly motivated visionary who has worked in various industries and specializes in Finance, Sales, Marketing, and Customer Service, and brings to the table emotional intelligence, out of the box thinking, integrity, and responsibility with an objective is to grow and sustain within the organization, thereby leading by example to peers and being a charismatic leader to followers which has already proven with an impeccable track record.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
10.2022 - 10.2023
- In the top 25% Advisor list in the Atlantic Region as of QTD – Q4.
- Was in the top 10% Advisor list ranking #21 in the Atlantic Region- Q3.
- Was in the top 25% Advisor list in the Atlantic Region- Q2.
- Regional Ambassador for Atlantic Environment and Climate Action ERG and Occupational Health and Safety Representative for the branch.
- Followed a Proactive Customer Centric approach in areas of Mortgages, Investment, Retirement, Financial Planning, Estates, and Day-to-Day banking by using Salesforce and Morningstar Advisor Workstation.
- Utilized partners (Wealth, Commercial, Home Financing) by spotting opportunities and referring clients, to ensure the best possible outcome.
Personal Banking Associate
TD Canada Trust
03.2022 - 05.2022
- Utilized strong problem-solving skills to resolve Day-to-Day customer inquiries efficiently and effectively.
- Identified opportunities to cross-sell additional products or services to customers through proactive calling.
- Supported branch in achieving individual and team goals while acting in customer's best interest with respect to Bank Accounts, Credit Cards, Lines of Credit, and Loans.
Innovations Intern
CAA Atlantic
08.2021 - 10.2021
- Assisted the Chief Innovations Officer in building a Pilot Project towards Electric Vehicle memberships by analyzing business insights using ENVISION (Environics Analytics tool).
- Analyzed Financial Statements and built a Cost-Pricing model using QuickBooks.
- Organized a partnered test-drive event and trade show, in order to attain positive Net New Business numbers.
- Extracted and presented weekly data to key partners by using Power BI and MS Excel in order to maintain stakeholder relations.
- Secured Vendor contracts for the pilot project through effective negotiation.
Business Consultant (Key Accounts)
Spadma Robotics And Innovations Private Limited
07.2018 - 12.2020
- Developed intricate business plans that showcased the company's offerings and delivered them to new clients using MS PowerPoint.
- Performed SWOT and PEST analysis as part of market research to maximize return on investment and open up new avenues for sales distribution.
- Worked closely with the director of finance and built an ideal Price-Volume mix for the new product after executing PVM analysis in MS Excel.
- Led a small team of individuals and mapped a Spend Budget for the new product launch and it's marketing.
- Used LTO and penetration pricing to successfully enter the new market and achieve positive sales figures for the new product, all the while keeping manufacturing costs down through supplier reviews.
Education
MBA - Finance And Entrepreneurship
University of New Brunswick
Saint John, NB01.2022
Post Graduate Diploma - Human Resource Management
University of Mysore
Mysuru, Karnataka, India 05.2019
BBA - Accounting And Finance
University of Mysore
Mysuru, Karnataka, India05.2018
Skills
- Morningstar Advisor Workstation
- Power BI
- Salesforce
- ENVISION Analytics
- QuickBooks
- MS Office
- Financial & Investment Planning
- Retirement Planning
- Portfolio Management
- Risk Management
- Cost-Benefit Analysis
- Financial Analysis & Reporting
- Cost Accounting
- Basic Bookkeeping
- Problem Solving
- Sales Forecasting
- Retail Product Marketing
- Multitasking
- B2B/B2C Sales
- Customer service
- Office Administration & Consulting
- Trend analysis expertise
- Pipeline Management
- Business Planning
- Market Analysis
- Negotiation
- Qualitative & Quantitative Analysis
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Certification
- Canadian Investment Funds Course- IFIC
- Advanced Diploma in Multilingual Computer Programming- CDAC
- Dum Kit Grade 3- Trinity Music School
Volunteering and Community Work
- May 2022 - Aug 2022 CHILDCARE VOLUNTEER | YMCA , Saint John, NB
- Sep 2018 - Dec 2020 CHILD EDUCATOR | U&I Trust , Mysore, Karnataka
- June 2023 REGIONAL DIRECTOR |Atlantic Environment and Climate Action ERG. Scotiabank, Charlottetown, PE
- May 2023 CHILD EDUCATION VOLUNTEER |Junior Achievement Canada. Scotiabank, Charlottetown, PE
Timeline
Financial Advisor
Scotiabank
10.2022 - 10.2023
Personal Banking Associate
TD Canada Trust
03.2022 - 05.2022
Innovations Intern
CAA Atlantic
08.2021 - 10.2021
Business Consultant (Key Accounts)
Spadma Robotics And Innovations Private Limited
07.2018 - 12.2020
MBA - Finance And Entrepreneurship
University of New Brunswick
Post Graduate Diploma - Human Resource Management
University of Mysore
BBA - Accounting And Finance
University of Mysore
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