Neha Rayate
Toronto,Ontario
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
1
1
Certification
1
1
Language
Work History
Backoffice Sales Co-Ordinator
LAAJ INTERNATIONAL
04.2023 - 10.2023
- Coordinating with 6 sales persons daily & follow up
- Preparing Distributors Claims
- Emails- checking & revert
- Coordination with Travel agents & closing Train tickets & emailing train & flight tickets to all team
- Monthly once get Bus Travel bill & statement, checking, printing tickets and submit to A/C
Associate-Customer Support
TECH MAHINDRA LTD.
07.2022 - 11.2022
- Must resolve customer queries over Email, Chat and Calls
- Must solve the queries or the problems of the customers
Program Coordinator
FINPLAN INSTITUTE
10.2021 - 04.2022
- Executing Academic Operations including - Attendance management of students and faculty, preparation of Result, and taking Student Feedback for existing & prospective Batches
- Managing various academic activities - Examination, Student Meet Up sessions, Workshops, Guest Lectures
- Offline lecture scheduling on timely basis
- Preparing grade cards of the students with the help of Manager
- Conducting/ managing parents Teacher meeting for all academic batches
- Solving students and parents' queries
- Conducting weekly review meetings with each batch to identify gaps and implement appropriate resolutions
- Ensuring support to students and Faculty for smooth functioning of batches
- Managing new admissions and enrollment process
- Ensuring timely notification to the students about all the academic activities
Advisor (Retail)
Motilal Oswal Financial Services Ltd
02.2021 - 05.2021
- Handling customer request for trading, generating various reports and Research on fundamental and technical of the stocks
- Placing trade orders on client's behalf
- Reporting net position to clients
- Special trading activities
- Daily, Weekly & Monthly market activity report
Executive-La-Premier
Bajaj Capital Pvt Ltd
12.2019 - 01.2021
- Responsible for cross selling various financial products like Mutual funds, Insurance (Life, General), etc
- To new customers and building depth within the existing relationships
- Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio reviewing of the various client segment
Relationship Manager (Internship)
IIFL Holdings Limited
02.2019 - 08.2019
- Sales for DEMAT & Trading A/c opening process
- Responsible for collating Margins on account & selling
- Maintain client relationship and provide them best service
Education
MBA (Financial Planning) -
International College of Financial Planning
01.2020
Bachelor of commerce (Accounting and finance) -
Ghanshyamdas saraf college
01.2018
Skills
- Customer Communication
- Data Entry
- Goals and performance
- Strong enthusiasm
- Managerial skills
- Goal-oriented mindset
Certification
- Master of Business Administration in Financial Planning, International College of Financial Planning (ICoFP), 2018-2020
- NISM Mutual Fund Distribution Certificate
- FSMS Level 1 ISO 22000: 2018 FSMS Level 1 Certification
City Of Residence
Ontario
Personal Information
- Location Preference: Ontario, Toronto
- Hobbies: Reading non-fiction and fiction books, Singing and Dancing, Exploring nature, Exploring own self by Learning new things
- Date of Birth: 12/27/97
Languages
English
Professional Working
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Part TimeImportant To Me
Work-life balanceTimeline
Backoffice Sales Co-Ordinator
LAAJ INTERNATIONAL
04.2023 - 10.2023
Associate-Customer Support
TECH MAHINDRA LTD.
07.2022 - 11.2022
Program Coordinator
FINPLAN INSTITUTE
10.2021 - 04.2022
Advisor (Retail)
Motilal Oswal Financial Services Ltd
02.2021 - 05.2021
Executive-La-Premier
Bajaj Capital Pvt Ltd
12.2019 - 01.2021
Relationship Manager (Internship)
IIFL Holdings Limited
02.2019 - 08.2019
MBA (Financial Planning) -
International College of Financial Planning
Bachelor of commerce (Accounting and finance) -
Ghanshyamdas saraf college
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