Shashank Singh
North York,ON
Summary
Knowledgeable Investment Specialist with extensive understanding of Banking sectors and account management. Successful at planning large-scale investments and accurate advising. Committed to increasing profits and long-term client relationships.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Specialist
BMO WEALTH MANAGEMENT INC.
TORONTO, ON
12.2022 - Current
- Keeping extensive knowledge of registered accounts and giving sound information to clients.
- Helping clients consolidate assets and increasing incoming business for the company.
- Licensed in securities, mutual funds and options and performing day to day activities which require securities licensing.
- Communicated with existing and prospective clients to identify financial goals and provide guidance on investment solutions.
- Identified customer needs and helped with individualized financial needs.
Personal Banking Associate
TD CANADA TRUST
Toronto, ON
01.2022 - 12.2022
- Completed applications for unsecured lines of credit, consolidation loans and personal lending for more than 60 customers per month with 82% approval rate.
- Applied for credit cards for up to 200 customers per quarter with 134 premium credit cards.
- Opened chequing and savings accounts for customers including new to Canada for more than 100 customers per quarter.
- Closed referrals for Financial Planning/ Wealth management team for more than $200,000 per quarter.
- Exceeded quarterly goals by 200% and won the quarterly spotlight award for the role.
- Initiated estate applications for deceased customers and Powers of Attorney application for special situations to increase customer retention by 42%.
Business Development Officer
ASK Advertising
Ghaziabad, Uttar Pradesh
06.2018 - 07.2019
- Create regulations and manage initiatives to encourage commercial and industrial enterprises to locate in both urban and rural regions.
- Create surveys for market research.
- Prepare and make plans to evaluate development potential and future trends, conduct social or economic surveys in local, regional, or national areas.
- Plan and coordinate development projects with representatives of various government agencies, business and community groupings, and industrial and commercial businesses.
- Evaluate commercial prospects and create plans to draw in venture funding.
- Answer questions about growth potential from the general public and business community.
- Examine and assess ideas for commercial or industrial development and offer guidance on the steps and documentation needed to obtain government permission.
- Survey the data on the preferences and purchasing behaviors of wholesale or retail customers analyzed.
- Assess the quality of the client service.
Sales Accountant Internship
A.Automovers
Lucknow, Uttar Pradesh
01.2019 - 06.2019
- Arranging receipts, documents for relaying timely data within 48 hours to head office.
- Facilitated reviewing and testing the accuracy and completeness of accounts reducing mathematical errors by 10%.
- Accomplished 100% success in issuing financial statements, via implementing a careful and organized formation protocol.
- Reviewed online transactions for changes and accuracy thereby ensuring posting of all transactions to the ledgers within 8 hours.
- Create invoices for customers averaging $48,000 monthly.
Sales Assistant Internship
TATA MOTORS
Lucknow, Uttar Pradesh
07.2018 - 11.2018
- Reduced development costs by 10% by creating a plan to merge related products into one, more streamlined product.
- Communicate client’s business requirements by constructing data and process models increasing the efficiency of relayed data by 15%.
Creating window and wall displays thereby increasing product awareness by 20%. - Customer service and value-adding through custom sales plans and bringing in $6,000 in monthly revenue.
- Proposed solution and joined a team to solve number one cause of customer complaints and completed project 1 month ahead of time.
Collaborated with a team in a commission-based sales environment.
Education
Financial Planning Graduate Certificate - Finance
Seneca College
Toronto,ON04.2021
Graduate Certificate in Business - Business
Algoma University
Brampton, ON04.2020
Bachelor of Commerce - Commerce
Lucknow University
Lucknow , India04.2018
Skills
- Investment Opportunity Identification
- Account Performance Reviews
- Digital Investments
- Investment Performance Reporting
- Investment Analysis
- Investment Guidance
Certification
Certificate in Advanced Financial Advice (CAFA)
Certificate in Advanced Investment Advice (CAIA)
Wealth Management Essentials (WME®) for Investment Managers
Conduct and Practices Handbook Course (CPH®)
Canadian Securities Course (CSC®)
Derivatives Fundamentals and Options Licensing Course (DFOL)
Investment Management Techniques (IMT®)
Portfolio Management Techniques (PMT)
Financial Planning Graduate Certificate
Graduate Certificate in Business
Accomplishments
- Exceeded quarterly goals by 200% and won the Q3 spotlight award.
- Exceeding current Q4 goals by 300% with goal of TD legends for the current fiscal year.
- Successfully developed an Industry Project based on powers of attorney and wealth management for retiring individuals at Seneca.
- Incorporated NaviPlan Financial Planning Software by Advicent Solutions to make retirement and goal oriented plan for customer with several time horizons.
Timeline
Investment Specialist
BMO WEALTH MANAGEMENT INC.
12.2022 - Current
Personal Banking Associate
TD CANADA TRUST
01.2022 - 12.2022
Sales Accountant Internship
A.Automovers
01.2019 - 06.2019
Sales Assistant Internship
TATA MOTORS
07.2018 - 11.2018
Business Development Officer
ASK Advertising
06.2018 - 07.2019
Financial Planning Graduate Certificate - Finance
Seneca College
Graduate Certificate in Business - Business
Algoma University
Bachelor of Commerce - Commerce
Lucknow University
Certificate in Advanced Financial Advice (CAFA)
Certificate in Advanced Investment Advice (CAIA)
Wealth Management Essentials (WME®) for Investment Managers
Conduct and Practices Handbook Course (CPH®)
Canadian Securities Course (CSC®)
Derivatives Fundamentals and Options Licensing Course (DFOL)
Investment Management Techniques (IMT®)
Portfolio Management Techniques (PMT)
Financial Planning Graduate Certificate
Graduate Certificate in Business
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