Summary
Overview
Work History
Education
Skills
Availability
Timeline
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NIDHI PALYAL

Scarborough,ON

Summary

An Ambitious candidate with overall 2.5 years of experience in Banking sector, US Mortgage Industry and Risk and Compliance Industry. Experienced customer service associate driving customer satisfaction through in-depth portfolio analysis/ Tracking Investment. Currently seeking part time employment to gain valuable experience and contribute to organization's success.

Overview

6
6
years of professional experience

Work History

ANALYST

Deloitte
07.2022 - 08.2023
  • Tracking the Brokerage accounts, securities, and alternative investments of more than 100,000 Deloitte US professionals to make sure they are in compliant with the Independence policy of Deloitte
  • Understanding the US financial market and assisting the professionals to hold the securities and brokerage accounts that are accepted by the BDIP Deloitte policY
  • Making recommendations on complex issues and helping the team in special projects such as escalations and tickets.

ANALYST

BETTER MORTGAGE
11.2021 - 04.2022
  • Developing and building relationship with Third parties (mostly Title companies and law firms) and responsible for ordering of credit and title reports with the Title companies/Law firms
  • Analyze, review, process the relevant information and documentations Worked on JIRA, CITRIX, TWILIO and strategic improvement in day-to-day process.

WEALTH MANAGER

ICICI BANK
11.2020 - 10.2021
  • Focused portfolio management of 427 HNI clients (200 active clients) with net worth as high as 10 million – 25 million
  • To build and maintain good relationship with clients by resolving any issue that arises to ensure client satisfaction
  • To organize Asset Allocation recommendations based upon client's input, risk tolerance and future goals
  • Advising clients on Tax planning u/s 80CC, 10(10) D, 80D
  • Supported KYC processes for newly on-boarded and existing clients and to conduct detailed customer due diligence
  • To manage Investment needs and Personal finances of Clients.

CUSTOMER SERVICE ASSOCIATE

TATA BUSINESS SUPPORT SERVICES
06.2017 - 10.2017
  • Boosted sales revenue by skillfully promoting diverse service options to the customers
  • Establishing relationship by engaging with customers on call, mostly traders and manufacturers about special Loan products and provided detailed information for the same.

Education

Post Degree Certificate - Financial Planning

Centennial College
Scarborough, Ontario

Post Graduate Diploma - Management: Finance

IES Management College And Research Centre

Bachelor of Commerce - Commerce and Science

V.G Vaze College of Arts

ISC - Accounting and Finance

Smt. Sulochanadevi Singhania School

ICSE -

Smt. Sulochanadevi Singhania School

Skills

  • Interpersonal communication skills
  • Problem solving and Team player
  • Client services and customer engagement
  • Relationship building and empathy
  • MS Office (Excel and PowerPoint)

Availability

 Monday        : Evening & Night

Tuesday        : Evening & Night

Wednesday :  Evening & Night

Thursday      :  All Time

Friday            : All Time

Saturday       : All Time

Sunday          : All Time

     


Timeline

ANALYST

Deloitte
07.2022 - 08.2023

ANALYST

BETTER MORTGAGE
11.2021 - 04.2022

WEALTH MANAGER

ICICI BANK
11.2020 - 10.2021

CUSTOMER SERVICE ASSOCIATE

TATA BUSINESS SUPPORT SERVICES
06.2017 - 10.2017

Post Degree Certificate - Financial Planning

Centennial College

Post Graduate Diploma - Management: Finance

IES Management College And Research Centre

Bachelor of Commerce - Commerce and Science

V.G Vaze College of Arts

ISC - Accounting and Finance

Smt. Sulochanadevi Singhania School

ICSE -

Smt. Sulochanadevi Singhania School

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