Shashwat Prajapati
Toronto,ON
Summary
As a finance student with a solid academic foundation and a burgeoning understanding of the intricacies of the financial landscape, I bring a unique blend of theoretical knowledge and practical application to the role of Banking Advisor. My academic background has equipped me with a robust understanding of financial principles and investment strategies. I am eager to leverage my educational achievements alongside my enthusiasm for providing excellent customer service to contribute effectively to the dynamic and client-focused environment of a Banking Advisor. With a commitment to continuous learning and a dedication to delivering personalized financial solutions, I am poised to grow and excel in this role.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Supervisor
Tim Horton's
04.2022 - Current
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
- Established, built and maintained impactful relationships with customers, Cash handling and management
- Prioritizing work in a demanding environment demonstrated skills as a strong communicator
Office Manager (Co-op)
World Financial Group
09.2023 - 10.2023
- Reviewed 250+ active insurance clients' files, checked compliance for the upcoming audit of the office
- Created marketing content for the superior to spread financial awareness and to create online presence
- Created, maintained and updated filing systems for paper and electronic documents.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Business Development Executive
Culture X Entertainment Pvt. Ltd.
08.2021 - 12.2021
- A tech driven creator marketing and management firm, helping creators monetize their social media presence.
- On-boarded 50+ artists with CULTUREX offering them exclusive management
- Supervised and guided a team of 8 interns and oversaw 3 projects
- Developed advertisement collaterals, sales representations, research, data gathering and compiling with team members collaboration
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
Education
Post Graduate Certificate - Financial Planning
Humber Institute of Technology And Advanced Learning
Toronto, ON12.2023
Post Graduate Certificate - International Business
Seneca College of Applied Arts And Technology
North York, ON08.2022
Bachelor Of Commece - Advance Accounting And Basic Statistics
HL College of Commerce
Ahmedabad07.2021
Skills
- Investment Advisory
- Financial Markets
- Financial Planning
- Estate Planning
- Banking Solutions
- Business Process
- Client Service
- Wealth Management Services
- Communication
- Influencer Marketing
- Problem Solving & Goal Oriented
- Leadership Abilities
Certification
- CSC (Canadian Securities Certificate) with overall 72%
- JP Morgan Chase investment banking virtual experience program
- NSE (National Stock Exchange) Academy – India – Online Certification Programme–Financial Market Professional: Technical and Fundamental Stock Analysis
- Tally Ace (Accounting Software) – Certification of Merit – Grade A+
- Google Data Analytics Certificate Course
Volunteer Experience
- Avid enthusiast for fine arts as a Student Head of the college cultural club, representing the institute at various levels
- Ardent football fan with strong teamwork, discipline, and resilience, demonstrating unwavering commitment to achieving goals.
- Engaged in the delegation and organization of numerous state and national-level Model United Nations (MUNs)
Languages
English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Timeline
Office Manager (Co-op)
World Financial Group
09.2023 - 10.2023
Supervisor
Tim Horton's
04.2022 - Current
Business Development Executive
Culture X Entertainment Pvt. Ltd.
08.2021 - 12.2021
Post Graduate Certificate - Financial Planning
Humber Institute of Technology And Advanced Learning
Post Graduate Certificate - International Business
Seneca College of Applied Arts And Technology
Bachelor Of Commece - Advance Accounting And Basic Statistics
HL College of Commerce
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