Pulkit Malik
Toronto
Summary
Motivated and detail-oriented Business Administration student specializing in Financial Planning, with hands-on experience in business analysis, financial reporting, and data analytics. Proficient in tools like Power BI, Tableau, and SAP, with a strong foundation in stakeholder engagement and process improvement. Experienced in financial services, sales, and project coordination, with a proven ability to optimize workflows and drive data-driven decision-making. Passionate about leveraging analytical skills to enhance business processes and financial performance.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Sales Representative
Momentum financial service group
Toronto
11.2025 - Current
- Assists clients with daily banking transactions and account services.
- Provides basic financial advice on savings, credit, and budgeting.
- Evaluates client eligibility for loans, credit cards, and other products.
- Delivers customer service by resolving banking issues and answering inquiries
Security Guard
IPG security
09.2025 - Current
- Monitored premises to ensure safety and security for employees and visitors.
- Patrolled assigned areas to detect and deter suspicious activities.
- Responded promptly to alarms and emergencies, maintaining calmness under pressure.
- Provided customer service assistance to staff and visitors in a professional manner.
Sales Associate
Shell
Toronto
08.2023 - 11.2025
- Boosted sales by promoting featured products and providing personalized service.
- Efficiently handled cash transactions and resolved customer concerns to maintain satisfaction.
- Maintained a clean and organized store environment.
Education
Bachelor of Business Administration - Financial planning
Seneca Polytechnic College
Toronto, CanadaBachelor of Commerce Degree -
Mangalayatan University
Aligarh, IndiaSkills
- Business Analysis
- Relationship Management
- Financial Reporting
- Critical Thinking
- Problem-Solving
- Communication
- Stakeholder Engagement
- Microsoft Office Suite
- Tableau
- Power BI
- SAP
- SharePoint
- Prescriptive Analytics
- Risk analysis
- Portfolio management
- Investment strategies
- Customer service
- Financial analysis
Certification
- Canadian Securities Course (CSC®), CSI — Exam scheduled: January 27, 2026
- Pursuing CFA Certification
Projects
Business Analysis & Financial Reporting, Developed scenario analysis models supporting strategic decision-making for corporate finance projects., Designed data visualization dashboards using Power BI and Tableau to track financial performance., Created detailed reports analyzing market trends, portfolio performance, and investment strategies. Investment & Portfolio Management, Designed diversified investment portfolios, achieving an 8% higher return than market benchmarks., Conducted risk assessments and recommended strategic asset allocations for high-net-worth clients., Regularly optimized portfolios to maintain ideal risk-return profiles in changing market conditions. Retirement & Estate Planning, Developed customized retirement strategies incorporating RRSPs, pensions, and tax-efficient investments., Created long-term financial plans to maximize wealth preservation and legacy planning.
Timeline
Financial Sales Representative
Momentum financial service group
11.2025 - Current
Security Guard
IPG security
09.2025 - Current
Sales Associate
Shell
08.2023 - 11.2025
Bachelor of Business Administration - Financial planning
Seneca Polytechnic College
Bachelor of Commerce Degree -
Mangalayatan University