Sivanandana Ajith

Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.

• Completed undergraduate degree with a focus on Economics.
• Demonstrated leadership and initiative in managing client relationships and project responsibilities.
• Strong problem-solving, analytical, and communication skills.

Work integrated Learning Project, 01/2024, 04/2024, Lambton College

• Created and managed more than fifty customized retirement investment plans, optimizing each for diverse client needs.
• Implemented risk-mitigation strategies resulting in a 20% reduction in portfolio risk.
• Achieved 15% increase in portfolio stability during market fluctuations through continuous monitoring and adjustments.
• Facilitated an average annual growth rate of 8% for client portfolios.
• Utilized financial instruments and analytical tools to align portfolios with evolving client objectives.
• Enhanced customer satisfaction by 25% by ensuring optimal growth and protection against market volatility.

• Utilize technical knowledge and skills acquired during studies to effectively carry out assignments and projects.
• Prepare accurate working papers, financial statements, and engagement documentation in compliance with regulatory standards.
• Build positive relationships with clients and respond promptly to their needs and suggestions.
• Actively contribute to business development initiatives and identify opportunities for growth with existing clients.
• Embrace and promote a collaborative and inclusive work environment, contributing to the development and retention of talent.