- Offering time and support to shelters for the homeless, women, and animals
- Sharing travel tips, recommendations, and insights with fellow enthusiasts
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
Shubh Raval
Mumbai,India
Summary
Results-driven Financial Advisor with expertise in investment strategy, client relationship management, and analytical thinking. Proven track record of increasing assets under management by 120% through personalized financial solutions.
Overview
3
3
years of professional experience
Work History
Financial Advisor
Scotiabank
01.2023 - Current
- Assisted in preparing financial plans and investment strategies for clients.
- Conducted market research for 550+ clients to support client investment decisions and portfolio management.
- Collaborated with senior advisors to analyze client needs and recommend appropriate financial solutions.
- Maintained up-to-date knowledge of financial products and industry trends to provide informed advice.
- Built relationships with clients by providing exceptional service and addressing inquiries promptly.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Increased assets under management by 120% 2through targeted business development efforts.
- Increased client retention rates with personalized communication and regular portfolio reviews.
- Recommended specific investments to help clients meet financial goals.
- Assisted clients with budgeting and cash flow management.
Education
Business Managment - Business Management
Fanshawe College
London, Ontario, Canada12-2022
B.com - Advanced Accounting/ Finance
Mulund College of Commerce
Mumbai01-2020
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Financial Analysis
- Sales and Business development
- Portfolio & Risk management
Accomplishments
- successfully certified Chartered Financial Planner with Canadian Investment Regulatory Organization.
- Gained knowledge in risk management, taxation, retirement planning, financial analysis, credit analysis.
Chartered Financial Planner
Interests
Timeline
Financial Advisor
Scotiabank
01.2023 - Current
Business Managment - Business Management
Fanshawe College
B.com - Advanced Accounting/ Finance
Mulund College of Commerce