Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Languages
Timeline
Generic

Sancia Dmello

SURREY

Summary

Highly motivated and Goal-oriented Financial Planner. Establish positive ties and rapport with members throughout their financial journey. Seeking to maintain a full-time position that offers professional challenges using interpersonal skills and problem-solving skills.

Overview

4
4
years of professional experience
1
1
Certification

Work History

CUSTOMER SERVICE REPRESENTATIVE

CIBC
08.2023 - Current
  • Help clients manage their accounts and products
  • Focus on each client experience and make every interaction meaningful
  • Connect clients to the right CIBC team members who can help them reach their goals
  • Process various banking transactions for clients, such as deposits, withdrawals, fund transfers, check cashing, and account inquiries
  • Assist clients in resolving any account-related issues or discrepancies
  • Maintain accurate records of all client interactions and transactions, ensuring data integrity and confidentiality.

SHUFFLER

Evolution Gaming
02.2023 - Current
  • Shuffle and change the cards on the Live tables when needed
  • Count and place in order the new and used cards
  • Manage and maintain all facilities that store playing cards, equipment for the tables, and related documentation
  • Ensure equipment is in order for the Live tables: playing cards and any sort of tables’ equipment
  • Manage documentation for audit purposes
  • Other duties as assigned.

ASSOCIATE

Winners
12.2022 - 02.2023
  • Manage transactions with customers using cash registers
  • Scan goods and ensure pricing is accurate
  • Collect payments whether in cash or credit
  • Issue receipts, refunds, change or tickets
  • Redeem stamps and coupons.

SENIOR INVESTMENT SPECIALIST

VINSA WEALTH
10.2019 - 09.2022
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs
  • Researched and evaluated potential investment products for clients based on their Asset Allocation and Risk Appetite
  • Contacted potential clients to pursue sales and gather funds
  • Managing and updating client portfolios
  • (Handled more than $3 million AUM of clients single-handedly) Empanelment of company with top Asset Management Companies in market
  • Review clients account periodically to identify need for plan adjustments
  • Advising strategies for clients in insurance coverage
  • Documentation work of Insurance, Mutual Fund, Fixed Deposits, Portfolio Management Service
  • Checking on monthly brokerage received by AMC's and cross-verifying it
  • Meeting with clients to make them aware of Financial Planning and cross-selling investment products
  • Trading on the best platforms of India i.e., BSE& NSE for buying and selling of Mutual funds and Sovereign Gold bonds
  • Integrated through 'IFA Now' Software for clients to view their investments
  • Setting up of website, app of company on play store, social media accounts
  • Companies I've worked for: For Mutual Funds: Worked with ICICI Prudential Mutual Fund, SBI Mutual Fund, L&T Mutual Fund, HDFC Mutual Fund, Kotak Mutual Fund
  • For Insurance: Worked with Life Insurance Corporation of India, HDFC Life Insurance
  • For Portfolio Management Service: Worked with ASK Investment Managers, UNIFI Capital Private Ltd
  • For Fixed deposits: Worked with HDFC Deposits, Mahindra and Mahindra Financial Services Limited, Bajaj Capital Private Ltd
  • As sub-broker for: Prudent Corporate Advisory Services Private Ltd.

Education

CANADIAN SECURITIES COURSE -

Canadian Securities Institute

Certified Financial Planner | Finance -

Financial Planning Standards Board

Bachelors in management studies | Finance -

Don Bosco Institute of Technology

MBA | Finance -

University Canada West
03.2024

Skills

  • Investment Planning
  • Insurance Planning
  • Retirement Planning
  • Tax Planning
  • Financial Planning
  • Business Development
  • Investor Relations
  • Managing Assets
  • Cross-Selling Expertise
  • Time Management
  • Organizational and Leadership Skills

Websites

Accomplishments

  • A trip to UAE sponsored by company for client acquisition.
  • Qualified for MDRT 2020 (Million Dollar Round Table)

Certification

Certified Financial Planner

Languages

English
Native or Bilingual

Timeline

CUSTOMER SERVICE REPRESENTATIVE

CIBC
08.2023 - Current

SHUFFLER

Evolution Gaming
02.2023 - Current

ASSOCIATE

Winners
12.2022 - 02.2023

SENIOR INVESTMENT SPECIALIST

VINSA WEALTH
10.2019 - 09.2022

CANADIAN SECURITIES COURSE -

Canadian Securities Institute

Certified Financial Planner | Finance -

Financial Planning Standards Board

Bachelors in management studies | Finance -

Don Bosco Institute of Technology

MBA | Finance -

University Canada West

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Sancia Dmello