Sanjana Arora
Summary
Highly organized and detail-oriented professional, with a drive to exceed expectations. Ability to analyze data, develop strategies, and provide solutions to complex problems. Seeking to leverage skills and knowledge to contribute to team success.
Overview
5
5
years of professional experience
Work History
Mutual Fund Specialist
CIBC
09.2022 - Current
- Building leads for investment products including registered and non- registered accounts.
- Researched market trends and developed strategies to capitalize on emerging opportunities
- Discussed goals and strategies with potential investors and implemented corrective actions to enhance performance
- Exceeded customer satisfaction by finding creative solutions to problems
- Assisted with customer requests and answered questions to improve satisfaction.
Licensed Investment Representative
TD Waterhouse Inc
07.2021 - 08.2022
- Taking buy/ sell orders from clients for stocks, bonds and other investment products, and write trade tickets
- Checking/ investigating trade orders and report back to clients
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Business Service Consultant
Rogers Communication Inc
08.2018 - 06.2021
- Developed and maintained courteous and effective working relationships
- Identified issues, analyzed information and provided solutions to problems
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance
- Participated in continuous improvement by generating suggestions, engaging in problem- solving activities to support teamwork.
Education
Post-Degree Certificate - Canadian Securities Course IIROC
Canadian Securities Institute
Toronto, ON11.2022
Post-Degree Certificate - Conduct And Practices Handbook Course IIROC
Canadian Securities Institute
Toronto, ON11.2022
Post-Graduate Diploma - Financial Services And Business Management
Canadore College
Toronto, ON06.2018
Bachelor of Commerce - Accounting With Honors
Punjab University
03.2016
Skills
- Client needs assessment
- Financial decision assistance
- Retirement needs reviewed
- Recommend financial products
- Excellent interpersonal skills
- Strong organizational skills
- Attention to detail with solid follow through
Timeline
Mutual Fund Specialist
CIBC
09.2022 - Current
Licensed Investment Representative
TD Waterhouse Inc
07.2021 - 08.2022
Business Service Consultant
Rogers Communication Inc
08.2018 - 06.2021
Post-Degree Certificate - Canadian Securities Course IIROC
Canadian Securities Institute
Post-Degree Certificate - Conduct And Practices Handbook Course IIROC
Canadian Securities Institute
Post-Graduate Diploma - Financial Services And Business Management
Canadore College
Bachelor of Commerce - Accounting With Honors
Punjab University
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