Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Santhosh Pavalendram

Scarborough,Ontario

Summary

Aspiring Financial and Investment Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Overview

4
4
years of professional experience
4
4
years of post-secondary education
2
2
Certifications

Work History

Money-In Specialist

TD Investment Services Inc.
Markham, ON
09.2023 - Current
  • Created key performance indicators to measure and assess investment performance.
  • Interpreted clients' needs and introduced services to fit specific requirements.
  • Assessed financial data and determined suitable actions for investments.
  • Investigated market changes and devised approaches to take advantage of emerging opportunities.
  • Devised and implemented hedging strategies to decrease investment risks.
  • Consulted with potential investors to assess objectives and discuss optimal strategies.
  • Modeled and simulated potential investments to gauge returns and diversify portfolios.

Mutual Fund Specialist

CIBC Securities Inc
05.2022 - 02.2023
  • Generated over $300,000 of annual sales in Mutual Funds and other Fixed income assets managed by CIBC Securities inc in a 6-month period
  • Advised clients to invest in various products offered by CIBC Securities Inc based on clients’ time horizon, investment objectives and risk tolerance, resulting in surpassing customer experience index by an average of 111%, while also maintaining sales outcome goals, and average handling time in the first quarter
  • Applied foundational relationship building and referral skills by seeking opportunities to build, deepen, and retain relationships with clients and businesses
  • Identified new business opportunities to gather additional assets and/or increase revenue
  • Post trades/provide settlement and administrative information for Mutual Fund Accounts and Term
  • Deposit Accounts with accuracy
  • Investigated market changes and devised approaches to take advantage of emerging opportunities.
  • Monitored regulatory or tax law changes to achieve fund compliance and to capitalize on development opportunities.
  • Assessed financial data and determined suitable actions for investments.
  • Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
  • Devised and implemented hedging strategies to decrease investment risks.

Customer Experience Associate

TD Canada Trust
Toronto, ON
03.2020 - 05.2022
  • Frequent opening and closing branch, held all vault combinations and had cash management responsibilities (ordering & shipping cash)
  • Increased LEI (Legendary Experience Index) at our branch by 25% within first 3 months of arrival
  • Played a vital role in the branch’s back-to-back award-winning quarterly performance when voted best Customer Experience branch in SNAP district
  • Regularly surpasses sales outcome goals by an average of 115% per quarter
  • Frequently provided quick analysis of customer accounts, spending, and total assets to recommend product/services changes along with potential investment or borrowing opportunities
  • Collaborated with internal team members to resolve customer concerns and deliver enhanced customer experiences.
  • Enhanced industry and technical knowledge through active participation in learning and growth opportunities.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.

Education

International Bachelor of Business Administration (iBBA) - Finance, And Strategy

Schulich School of Business, York University
Toronto, ON
09.2019 -

Undergraduate - Exchange Semester

Macquarie Business School

Skills

    Hard Skills:
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Certification

Investment Funds in Canada (IFIC) License

06-2022

Financial Modelling and Valuations Analyst (FMVA)

12-2023

Timeline

Financial Modelling and Valuations Analyst (FMVA)

12-2023

Money-In Specialist

TD Investment Services Inc.
09.2023 - Current

Investment Funds in Canada (IFIC) License

06-2022

Mutual Fund Specialist

CIBC Securities Inc
05.2022 - 02.2023

Customer Experience Associate

TD Canada Trust
03.2020 - 05.2022

International Bachelor of Business Administration (iBBA) - Finance, And Strategy

Schulich School of Business, York University
09.2019 -

Undergraduate - Exchange Semester

Macquarie Business School
Santhosh Pavalendram