SNEH DESAI
Toronto
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with an adaptable approach. Exceptional knowledge in wealth management and investment.
Overview
5
5
years of professional experience
Work History
Financial Advisor & Office Administrator
Orbit Financial Services
05.2019 - 04.2022
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Increased customer satisfaction by promptly addressing inquiries and resolving issues through a proactive approach.
- Executed record filing system to improve document organization and management.
Internship
Orbit Financial Services
05.2017 - 12.2017
- Developed new strategies to enhance client experience and increase organizational capacity, captured financial analysis techniques and concepts to provide insights to management.
Education
Postgraduate in International Business Management -
St. Lawrence College
Kingston, ON01.2023
Bachelor in Management Studies - Finance
KES Shroff College of Commerce And Arts
Mumbai, India04.2019
Skills
- Administration
- Financial Advisory
- Client Relationship Management
- MS Office
- CIFC (Canadian Investment Funds Course)
Projects
Research paper on the Transformation of the Financial Services Industry
Knowledge Purview
- Managed regular administration and encouraged administrative process improvement to provide effectiveness and enhance service delivery in my previous organization.
- Extensive knowledge of Investment advisory analyzing valuations and executing complex transactions for business operations.
- Proficient in using business banking applications to prepare electronic account transfers for approval.
- Developed excellent rapport and relationships with clients during business meetings.
- Cemented client relationships with domestic banks, mutual fund houses, and other financial institutions to expand the organization's growth.
- Exhibit strong problem-solving, analytical skills, and quantitative competence to act on the resolution.
- My work experience in the financial services industry has honed my interpersonal and communication skills, which helped me gain confidence and become a more decisive individual.
Timeline
Financial Advisor & Office Administrator
Orbit Financial Services
05.2019 - 04.2022
Internship
Orbit Financial Services
05.2017 - 12.2017
Postgraduate in International Business Management -
St. Lawrence College
Bachelor in Management Studies - Finance
KES Shroff College of Commerce And Arts
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