PRATHVIRAJ SHETTY
Toronto,Ontario
Summary
Finance and business professional with 7 years experience. A self-directed and tech-savvy leader with a hands-on approach to project management, driving strategic business successes with operational efficiencies. Implemented strategic initiatives resulting in a 20% increase in sales revenue in just 6 months. Delivered 10-15% revenue growth, managed a portfolio of 50+ accounts, and surpassed sales targets by 30-50% within a timeframe of 2 years.
Overview
7
7
years of professional experience
Work History
Fund Accountant
CIBC Mellon
04.2023 - Current
- Manage day-to-day accounting functions for assigned mutual or institutional funds, ensuring accuracy and timeliness in preparing net asset values, yields, and distributions for thorough review.
- Oversee accounting procedures for diverse investment portfolios, encompassing securities, real estate, and commodities, facilitating comprehensive financial reporting
- Conduct daily analysis of key financial metrics to support accurate pricing and valuation of funds, including calculation and reporting of income, expenses, and accrual statements, such as dividend and interest income worksheets and T-bill schedules.
- Monitor and record all security transactions, including trade execution, interest payments, maturities, and corporate actions, while promptly reporting findings to clients and ensuring strict adherence to regulatory compliance and protocols.
Financial Advisor
Scotiabank
06.2022 - 04.2023
- Proactively initiate outbound calls to prospective customers within the scope of the Scotiabank project, effectively presenting and promoting the bank's comprehensive range of products and services.
- Cultivate and maintain positive rapport with potential clients during initial interactions, emphasizing the value proposition of Scotiabank's offerings and fostering a conducive environment for sustained customer loyalty and satisfaction.
- Utilize active listening techniques and open-ended questioning strategies to discern customer needs, financial objectives, and preferences, facilitating the customization of product recommendations tailored to individual requirements.
- Continuously strive to enhance customer experience and satisfaction by delivering personalized solutions simultaneously over achieving the forecasted targets by 30% to 50%.
Account Manager
Anand Rathi PVT LTD
06.2017 - 01.2022
- Managed and generated 10% to 15% year to year growth in revenue of over 50 accounts with a million CAD in assets.
- Devised and executed both short- and long-term sales and trading strategies, meticulously tailored to propel revenue growth and surpass predefined objectives.
- Utilized CRM software to track customer interactions and identify upsell opportunities, resulting in a 10% increase in revenue from existing clients.
- Collaborated with internal teams to develop and implement a new sales strategy. resulting in a 20% increase in sales revenue over a six-month period.
Education
Georgian @ILAC
Masters in Finance -
University of Mumbai
Bachelor of Commerce -
University of Mumbai
Skills
Portfolio Management
Negotiation and Closing
Client Relations
Team Leadership
Sales Analysis
Risk Management
Revenue Generation and Projections
Quickbooks
Accomplishments
- District, State and National level Football player.
- A perpetual volunteer for Gaurav Foundation for Human and Social development - an education non-profit for underprivileged children as a account manager and a fundraiser for over 10 years.
- Hosted Marketing and Financial conclaves "Touge 17" and " Financia 18".
- President of the youth wing for social and domestic community in Mumbai.
Timeline
Fund Accountant
CIBC Mellon
04.2023 - Current
Financial Advisor
Scotiabank
06.2022 - 04.2023
Account Manager
Anand Rathi PVT LTD
06.2017 - 01.2022
Georgian @ILAC
Masters in Finance -
University of Mumbai
Bachelor of Commerce -
University of Mumbai
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