MUKUND BADYAL
Mississauga,Canada
Summary
A Business professional with extensive knowledge of Financial Market; a highly detail-oriented individual bringing successful 6 years career in financial roles within large and fast paced environment. Helping businesses in the areas of product and Development knowledge, release-planning specialist trained in advanced Excel modeling. Possess a positive attitude with the desire to develop professionally, strong communication and written skills and the ability to think fast on my feet.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Consultant
TD Canada Trust
12.2022 - Current
- Taking proactive approach to help our clients achieve their financial goals, understanding each client's financial situation, life goals and tolerance for risk, skilled in recommending individuals and institutions a range of trusted investment portfolios and services
- Customized strategies leading to investments, education, retirement & estate planning, risk management
- Act as a resource person while supporting business development by carrying out fairly basic administrative tasks and analyses
- Maintain an up-to-date database capturing market information
- Delivering honest and right financial products to improve clients lives by using modern technology to re-build core components of financial infrastructure and nurture our existing relationships and finding solutions to structure new partnerships and clients to help business keep growing
- Act as the intermediary and liaison between the business units and wealth teams, translating business and technical requirements accordingly
- Working closely with Business Partners referring opportunities
- Supporting well-informed recommendations and ensures the financial peace of mind of clients by providing an action plan to achieve their financial goals
- Currently 5-year experience working as a Financial Expert & a strong track record of success in sales and bringing in new Business opportunities all the time
- Conducting due diligence on new investments and ongoing monitoring of existing portfolio investments, including in-person and remote meetings with fund managers, reviewing fund documentation and policies, analyzing historical performance/exposures/risk metrics, support the Development and Portfolio management team through the design and testing phases of the requirements
- Manage relationships with internal business team leaders and understand our challenges and help the business grow, which includes finding new external clients and partners
- Serves as product expert for underwritten alternative investments and all related alternative product offerings
- Establish and maintain an effective liaison with all prospective customers through regularly scheduled calls and communications.
Senior Financial Advisor
Scotiabank
08.2021 - 11.2022
- Building strong relationships with current and potential members; identifying member life stage cycle and providing financial advice to members or referring to appropriate advisor
- Manages an assigned portfolio of members through proactive regular contact, ensuring current and future needs are identified and met
- Managing a dedicated personal book of over 450 plus high net worth clients holding over $200k by advising the best possible investment solutions based on client needs and goals
- Provide information to a wide range of financial planning concepts including tax, estates, retirement planning, etc
- Act as the intermediary and liaison between the business units and wealth teams, translating business and technical requirements accordingly
- Working closely with Business Partners referring opportunities
- Developing, retaining, and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
- Manage relationships with internal business team leaders and understand our challenges and help the business grow, which includes finding new external clients and partners
- The proven ability to meet and exceed sales targets in a fast-paced environment that aligns with a customer’s stated goals.
Senior Financial Services Representative
CIBC - Canadian Imperial Bank of Commerce
01.2021 - 08.2021
- Carry out different types of research and analyses to provide accurate answers to customers' many questions, with a view to offering consistently outstanding customer service
- Act as a resource person while supporting business development by carrying out fairly basic administrative tasks and analyses
- Building strong relationships with current and potential members; identifying member life stage cycle and providing financial advice to members or referring to appropriate advisor
- Proactively selling and preparing documentation for Lending products including Mortgages, secured/unsecured lines of credit, investment products, and partnering with other business segments as appropriate to meet client needs
- Resolving client problems following the problem resolution standards and policy including completing the required documentation.
Client Solution Specialist
CIBC - Canadian Imperial Bank of Commerce
04.2020 - 01.2021
- Focusing on each client experience and connecting on a personal level to offer an exceptional client experience
- Engaging in client-focused interactions that are meaningful and deliver trusted advice
- Provide support for clients by helping them to manage their accounts and products
- Connect and refer clients to the right CIBC contacts to enable their financial success
- Listening, asking questions, and putting ourselves in the client’s shoes
- Act like an owner by understanding the client's needs and recommending solutions based on their needs
- Remain solution-focused to identify opportunities to help our clients
- Deeply understand CIBC’s suite of products and work with others to ensure clients are connected to the right people and opportunities
- Proactively suggesting banking options that will help clients achieve their financial goals
- Understanding and leveraging other internal departments within CIBC to assist clients on additional needs.
Financial Services Representative
CIBC - Canadian Imperial Bank of Commerce
05.2019 - 04.2020
- Provide solutions to existing and potential clients via telephone regarding CIBC’s full range of products and services
- Exceed sales goals, customer service, and productivity targets by understanding client needs, offering first call resolution of issues and actively promoting and offering products and services that meet client’s needs
- Create effective business strategies to manage client acquisition, retention & lending risk by ensuring compliance controls and processes (credit, operational and regulatory) are integrated into day-to-day business activities
- Assist clients in using various banking communication channels such as Mobile, Online & E-Commerce.
Accounting Generalist
Larco Hospitality
07.2018 - 03.2019
- Reviewing, preparing, and posting monthly journal entries and assisted Toronto General Cashier with float counts
- Prepare balance sheet reconciliations for hospitality properties on a monthly basis
- Bills and collect trade receivables (Marriott Rewards, SPG, intercompany receivables) for the hospitality companies Investigate and process all credit card chargebacks for the hospitality properties
- Working with a corporate office to review payroll and post payroll journal entries.
Education
Business Administration - Finance -
Sheridan Institute of Technology & Advanced Learning Pilon School of Business
04.2018
Skills
- Strong communication skills, both oral and written
- Planning and Monitoring
- Business Development
- Strong analytical skills
- Business Relationship Management
- Capital/Mutual Funds Market
- Investment Consulting
- Operations Analysis
- Data Analysis
- Business Planning
Certification
- CIFC- Mutual-Funds, 10/01/20
- Certification in Stock Trading, 07/01/16
- Certified in Microsoft Office Lynda Essential Training, 04/01/15
Languages
English
Full Professional
Hindi
Native or Bilingual
Timeline
Financial Consultant
TD Canada Trust
12.2022 - Current
Senior Financial Advisor
Scotiabank
08.2021 - 11.2022
Senior Financial Services Representative
CIBC - Canadian Imperial Bank of Commerce
01.2021 - 08.2021
Client Solution Specialist
CIBC - Canadian Imperial Bank of Commerce
04.2020 - 01.2021
Financial Services Representative
CIBC - Canadian Imperial Bank of Commerce
05.2019 - 04.2020
Accounting Generalist
Larco Hospitality
07.2018 - 03.2019
Business Administration - Finance -
Sheridan Institute of Technology & Advanced Learning Pilon School of Business
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