Coordinated various tasks and activities within the departments, ensured smooth transitions, and made sure projects were on track and that SOPs were followed.
Provided administrative assistance to project, field, and accounting team members.
Maintained office procedures, including filing systems, supply inventory, and equipment.
Maintained accurate and up-to-date reports and documents.
Visited the sites of the clients.
Financial Advisor
HDFC Bank
Mumbai
03.2021 - 01.2023
Assessed clients' financial needs, goals, and risk tolerance.
Built and maintained long-term relationships with clients.
Improved revenue growth of the branch by 15%.
Provided tailored financial advice on investments, savings, and retirement planning.
Conducted periodic reviews of clients' financial situations.
Education
Level 2 Candidate -
Chartered Financial Analyst (CFA)
Canadian Securities Course
Canadian Securities Institute
Toronto, ON
02-2025
Financial Planning -
George brown college
12.2024
Post graduate certificate - Advanced Professional Accounting
York University
12.2023
B Com Honors - Accounting and Finance
06.2022
Skills
Microsoft Office
Advanced Excel
Advanced computer proficiency
Team Contributor
Financial Statement Analysis
Analysis skills
Effective problem-solving skills
Investment Strategy and Portfolio Management
Positive communication skills
Due diligence
Investment valuation
Portfolio management
Certification
Financial Modeling, CFA Program
QuickBooks
Advance Excel
Timeline
Junior Accountant
Airnor Mechanical Ltd.
05.2023 - 12.2023
Financial Advisor
HDFC Bank
03.2021 - 01.2023
Post graduate certificate - Advanced Professional Accounting