SHAHEBAZ MISTRI
Mississauga,Ontario
Summary
Hard-working Investment Representative effective at bringing in & keeping clients by utilizing strong financial knowledge, business acumen & customer relations skills. Effective communicator with a determined nature & upbeat approach. Seeking to bring 7 years of experience to a challenging new role.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Elite Investment Representative - Active Trade Segment
TD Direct Investing
07.2022 - Current
- Continuation to the Investment Representative role, dealing specifically with the HighNet-Worth clients & experienced Options Traders assisting them with complex orders/large orders
- Assisting clients with the ThinkOrSwim and Advanced Dashboard platform.
Investment Representative
TD Direct Investing
05.2020 - 06.2022
- Managed over 40 calls per day
- Responsible to contribute to Phone Channel's Customer Experience Index by providing prompt, courteous and efficient service that exceeds customer expectations
- Able to recognize and successfully leverage opportunities to further expand clients' business
- Used critical thinking to break down problems, evaluate solutions and make decisions
- Daily Activity involved: Taking buy/ sell orders from clients for stocks, bonds and other investment products
- Notifying clients on matters relating to dividends, interest, tender offers, redemptions, etc
- Investigating and resolve enquiries and complaints related to accounts.
Easyline Specialist
TD Bank
05.2018 - 04.2020
- Managed over 50 calls per day
- Contribute to Phone Channel's Customer Experience Index by providing prompt, courteous and efficient service that exceeds customer expectations
- Achieve departmental sales targets through recommendation of appropriate products and services which meet ever-changing customer needs
- Carried out day-day-day duties accurately and efficiently
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
- Worked flexible hours; night, weekend, and holiday shifts.
Relationship Manager
Fixi Markets
01.2017 - 01.2018
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals
- Obtaining market updates, news and independently conduct research and analysis with good knowledge of technical and fundamental factors.
Brand Ambassador
Philip Morris International, Vibes Events
10.2017 - 12.2017
- Increased brand awareness through event marketing, demonstrations, sales and brand promotion
- Achieved competitive brand placements at retail locations for existing and new products
- Engage with Legal aged smokers, convey brand awareness of PMI Products and Gather feedback from Store Manager and send report to as per given template
- Conducted consumer surveys and gathered data on purchasing habits for use in branding efforts
- Acted as face of brand at retail events and sampling opportunities at multiple locations.
Sales Executive
Noor Call Center Services
05.2016 - 12.2016
- Achieved sales goals and service targets by cultivating and securing new customer relationships
- Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close
- Handle new, existing and lapsed clients via phone and email.
Administration Manager
Mistry General Trading LLC
01.2014 - 04.2016
- Dealt with customers, increased sales, solving customer issues/complaints
- To deal with vendors/service providers like suppliers, courier, manpower consultants etc
- To take care of legal cases and their proper follow-up and to ensure statutory liabilities and timely renewal of Trade License
- Maintain all databases including financial and staff reports & prepare expenses budget and operate within its limits.
Relationship Manager
ICICI Securities Ltd
09.2013 - 12.2013
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
Education
MBA - Marketing & Finance
Kachchh University
India01.2013
Bachelor of Commerce - Advanced Accounting And Auditing
Kachchh University
India01.2010
Skills
- Time Management
- Critical Thinking
- Capital markets
- Client Relations
- Problem-solving abilities
- Project Management
- Effective Communication
- Active Listening
- Wealth Management
- Salesforce
- Business Development
- Decision-Making
Certification
- Derivatives Fundamentals And Options Licensing (DFOL), 2021
- Conduct And Practices Handbook Course (CPH), 2020
- Canadian Securities Course (CSC), 2020
- Chartered Institute For Securities & Investment UK: Certificate in Wealth & Investment Management, 2017
Accomplishments
- Merit & Star winner Q1 2024
- Merit & Star winner Q3 2022
- Annual Bravo recipient 2019
- Bravo Winner Q4 2019
- League of Legends Q3 2019
Reference
Sreenath Ponaganti - Active Trade Team Manager
Timeline
Elite Investment Representative - Active Trade Segment
TD Direct Investing
07.2022 - Current
Investment Representative
TD Direct Investing
05.2020 - 06.2022
Easyline Specialist
TD Bank
05.2018 - 04.2020
Brand Ambassador
Philip Morris International, Vibes Events
10.2017 - 12.2017
Relationship Manager
Fixi Markets
01.2017 - 01.2018
Sales Executive
Noor Call Center Services
05.2016 - 12.2016
Administration Manager
Mistry General Trading LLC
01.2014 - 04.2016
Relationship Manager
ICICI Securities Ltd
09.2013 - 12.2013
MBA - Marketing & Finance
Kachchh University
Bachelor of Commerce - Advanced Accounting And Auditing
Kachchh University
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