Rishabh Nevatia
Edmonton,AB
Summary
To seek and maintain a position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
1
1
Language
Work History
Financial Advisor
Scotiabank
Edmonton, Alberta
08.2018 - Current
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Exceeded goals through effective task prioritization and great work ethic.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated new client onboarding process and investment account setup.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Completed on going education/certifications to keep myself updated.
Financial Advisor (Intern)
Experior Financial Group Inc
Vaughan, ON
10.2017 - 01.2018
- Met with prospective clients to discuss their financial goals
- Helped in completing an Expert Financial Analysis for the prospective clients
- Put together a portfolio of recommendations to meet the prospective clients' needs
- Educated customers, providing relevant insights & expert advice creating positive customer experience
- Helped in providing holistic financial planning, which includes insurance planning, retirement planning, children’s education planning, debt management and solutions, etc
- Researched investment opportunities with RRSPs, TFSAs, LIFs, RIFs, etc.
Customer Service Representative of British Telecom
Wipro Limited
Mumbai
03.2015 - 08.2015
- Assisted customers with their queries and problems over the phone regarding telecommunication services based in the UK
- Identified customers’ needs, clarified information, researched issues and provided solutions/alternative
- Helped customers place new orders with ease
- Seized opportunities to upsell products when they arose
- Forwarded important and critical matters to the supervisor
Education
Post-Graduate Diploma - Financial Planning and Wealth Management
Lambton College
01.2016 - 01.2018
Bachelors of Management Studies - Finance
University of Mumbai
01.2012 - 01.2015
Skills
Experience working in customer service and sales related rolesundefined
Timeline
Financial Advisor
Scotiabank
08.2018 - Current
Financial Advisor (Intern)
Experior Financial Group Inc
10.2017 - 01.2018
Post-Graduate Diploma - Financial Planning and Wealth Management
Lambton College
01.2016 - 01.2018
Customer Service Representative of British Telecom
Wipro Limited
03.2015 - 08.2015
Bachelors of Management Studies - Finance
University of Mumbai
01.2012 - 01.2015
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