PRAPTI JOSHI
Toronto,ON
Summary
Experienced Financial professional (6+ yrs) in investment advisory, financial planning, financial management. Seasoned investment professional certified with Bombay Stock Exchange and Holder of series 8 (NISM) certification. Remarkable grasp of stocks, bonds resulting in the overall profits for clients and company. Resourceful Financial Manager adept at supporting high growth technology and service organizations. Skilled in aligning people, processes and technology to achieve continuous improvement in operational processes. Well-versed in providing analytics with insight and influencing decisions that support growth and development.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Manager | Financial Manager
Kotak Securities
06.2022 - Current
- Successfully managed 500+ clients, exceeding quarterly objectives and exhibiting a high-performance rate
- Actively involved in additional tasks such as pitching Systematic Investment Plans, increasing client base, generating cash turnovers for clients, thereby demonstrating multitasking ability
- Analyzed customer queries and responded with apt product/service information, resulting in high-quality client interactions and connections
- Maintained the growth curve by consistent performance for an average over 70 percent KRA Key
- Responsibility Area in generating brokerage
- Built a solid network by strengthening established relationships and collaborating with five other departments to connect customers with the appropriate people and opportunities
- Increased consumer financial satisfaction by offering individualized investment assistance, addressing more than 60 customer inquiries per month, and resolving their concerns
- Escalating issues to team members or partners as required while ensuring confidentiality and accuracy.
Deputy Manager | Investment Manager
Kotak Securities
01.2020 - 05.2022
- Engaged clients in the internal software tool discussing long-term and short-term investment strategies and objectives
- Delivered consistent assistance to the branch and the consumer throughout their investment process in concise, transparent, and effective manner
- Maintained the security requirements and financial compliance while promoting operational excellence and a successful company audit
- Facilitated 60 plus electronic payment transactions on monthly basis and negotiated payment requirements for the clients on their accounts within standards
- Continuously delivered positive and unpleasant communications via messaging, customizing each conversation, while juggling through the software and precisely documenting each customer’s circumstance.
Equity Advisor | Financial Advisor
Edelweiss Financial Services
06.2018 - 01.2020
- Highly skilled in creating sound investment solutions and facilitating effective financial management strategies to boost portfolio value
- Performed duties such as cross-selling across Insurance, Loans, Systematic Investment Plan’s with varied time-bounded responsibilities
- Prepared financial plans, leveraging accurate financial planning modules and shortlisted stocks/companies based on constant monitoring equipped with aggressive research over stock timelines
- Offered prompt, effective, courteous, and respectful customer service by recommending the apt solution to customer's problem
- Analyzed and solved questions regarding client's official accounts and its status, assisting them as their personal financial advisor over the phone/ internet.
Education
Bachelor of Commerce - Accounting and Finance
Mumbai University
Mumbai02.2018
Financial Planning, Financial Management, Financial Accounting Class 12, Commerce -
Maharashtra State Board
03.2012
Skills
- CORE SKILLS:
- Interpersonal Skills: Strong Communication (Verbal/Written), Strong Negotiation, Customer Service, Team
- Player, Problem Solving, Analytical Skills, Risk Management
- Portfolio Management, Market Growth Analysis / Research, Finance Assessment, Finance Planning
- Investment Management, Investment Planning, Stocks, Insurance, Mutual Funds, Loans
- Microsoft Office / Google docs: Excel, Word, PowerPoint, Outlook
- Data Visualization: Excel – Graphs (Bar, Pie, Table, Pivot)
- General Accounting
- Cost Management
- Train Employees
Additional Information
- Exceeded overall target defined, thereby massively increased the overall sales by 70% at Parulekar’s Gym Worked with Pace Cellar - Airtel as Marketing Intern, responsible for sales management. Managed a successful event at Inter - College Fest with a success of 600 participations. Hobbies: Dancing, Badminton, Travelling and Exploring New Cuisines and Places.
Certification
- Certified Investment banking , with designated institution of the market bombay stock exchange - 3 Months
- Canadian Securities Course by CSI
- LLQP by IFSE
- CIFP- Risk management & Tax planning
Timeline
Manager | Financial Manager
Kotak Securities
06.2022 - Current
Deputy Manager | Investment Manager
Kotak Securities
01.2020 - 05.2022
Equity Advisor | Financial Advisor
Edelweiss Financial Services
06.2018 - 01.2020
Bachelor of Commerce - Accounting and Finance
Mumbai University
Financial Planning, Financial Management, Financial Accounting Class 12, Commerce -
Maharashtra State Board
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