Servicenow
Pratik Prajapati
Brampton,ON
Summary
Dynamic professional with extensive expertise across Finance, Marketing, and Customer Service industries. IFIC certified with six years of hands-on experience in Financial Advisory and Customer Acquisition. Currently pursuing the Canadian Securities Course to advance towards becoming an expert advisor. Demonstrated success in pivotal roles such as Financial Services Representative (FSR) and Financial Consultant, with a proven track record in Investment Strategies, Client Acquisition and Retention, and Problem Resolution. Eager to leverage a diverse skill set to drive personal and organizational growth.
Overview
7
7
years of professional experience
1
1
Certificate
3
3
Languages
Work History
Financial Advisor
Glenview Pharmacy
11.2023 - Current
- Provide strategic consulting services to the firm, analyzing their business needs and recommending tailored solutions.
- Conduct regular consultations to assess firm's financial situations and provide personalized financial advice.
- Provide expert advice on budgeting and reallocation of finances to help the firm manage their finances effectively and achieve their financial goals.
- Assist in the preparation of investment proposals and pitch presentations for prospective business acquisitions.
Customer Service Representative
Winners TJX
10.2022 - Current
- Resolve customer complaints with empathy, resulting in increased loyalty and repeat business.
- Support merchandising and inventory management.
- Collaborate with team to achieve sales targets.
Account Executive and RFP Writer
ThinkLink Inc.
10.2022 - 10.2023
- Secured high-value projects through crafting comprehensive RFP responses, addressing pricing and technical requirements.
- Managed client accounts and relationships, ensuring satisfaction and retention.
- Identified client needs and crafted tailored solutions to meet their business objectives.
- Developed and executed sales strategies to drive revenue growth and meet targets.
Financial Consultant
Charvee financial services
02.2020 - 07.2022
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Applied critical thinking to assess market trends and economic indicators, enabling informed decision-making for clients
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Managed investment portfolios for high-net-worth individuals, optimizing asset allocation and investment performance.
Financial Services Representative
Meridian Credit Union
09.2018 - 08.2019
- Strived to increase Member satisfaction through providing accurate, timely, welcoming and professional front line service while maintaining discretion and confidentiality
- Posted all transactions accurately, balanced consistently and ensured proper due diligence when discrepancy occurred
- Provided deposit advice by identifying and promoting Meridian investment offerings and solutions that fit and met Members' needs
- Resolved problems at first point of contact where possible and referred more complex Member concerns to appropriate parties.
Financial Planning Intern
Desjardins Securities
05.2017 - 08.2017
- Enhanced client satisfaction by addressing their financial goals and concerns in a timely manner.
- Improved financial planning processes by analyzing client data and providing relevant recommendations.
Education
Financial Planning Post Graduate Program - Finance
Humber College
Toronto, Canada01.2018
CFP Capstone - Advance Personal Financial Planning
George Brown College
Toronto, ON08.2017
Master of Business Administration (MBA) - Finance And Marketing
Gujarat University
Ahmedabad, India05.2014
Bachelor of Business Administration (BBA) - Marketing
Gujarat University
Ahmedabad, India06.2011
Skills
- Financial Analysis
- Financial Planning
- Investment Planning
- Portfolio Management
- Sales Target Management
- Client Acquisition
- Cash Management and Banking Processes
- Requirements Gathering
- Customer Relationship Management
- Problem Resolution
- Strategic Thinking
- Sales Support
Certification
- Canadian Securities Course (CSC) (Pursuing)
- Canadian Investment Funds Course (IFIC)
Work Preference
Work Type
Full TimePart TimeContract WorkLocation Preference
On-SiteRemoteHybridImportant To Me
Company CultureCareer advancementWork-life balanceWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Judge a man by his questions rather than his answers.
Voltaire
Software
Microsoft Office
Python
Linux
Notion
Jira
Interests
Financial Planning
Personal Finance
Budgeting
Cricket
Reading
Timeline
Financial Advisor
Glenview Pharmacy
11.2023 - Current
Customer Service Representative
Winners TJX
10.2022 - Current
Account Executive and RFP Writer
ThinkLink Inc.
10.2022 - 10.2023
Financial Consultant
Charvee financial services
02.2020 - 07.2022
Financial Services Representative
Meridian Credit Union
09.2018 - 08.2019
Financial Planning Intern
Desjardins Securities
05.2017 - 08.2017
Financial Planning Post Graduate Program - Finance
Humber College
CFP Capstone - Advance Personal Financial Planning
George Brown College
Master of Business Administration (MBA) - Finance And Marketing
Gujarat University
Bachelor of Business Administration (BBA) - Marketing
Gujarat University
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