SWETA YADAV

Dynamic and detail-oriented professional with a passion for finance and wealth management. Equipped with [X years] of experience providing comprehensive administrative and operational support to wealth management and investment teams. Proficient in managing client relationships, assisting with portfolio management tasks, and executing trades with precision and accuracy. Skilled in conducting research, analyzing market trends, and preparing investment reports to facilitate informed decision-making. Adept at utilizing financial software and tools to streamline processes and enhance productivity. Known for strong organizational skills, attention to detail, and ability to thrive in fast-paced environments. Seeking to leverage expertise as a Wealth Management Assistant or Investment Assistant to contribute to the success of a dynamic financial firm Driven investment banking professional successful gathering, modeling and utilizing key data for diverse projects. Technologically savvy and keen to learn new programs quickly. Top-notch administrator, leader and project manager. Deadline-focused [Job Title] highly effective at operating in fast-paced settings. Resourceful, forward-thinking and proactive with remarkable sense of market and customer positions. Successful investment banking professional with history of bringing about exceptional results in high-volume environments with demanding objectives.

• Awarded "[Name]" Award in [Year].
• Developed brand new [Description] program.
• Eliminated [Number]% from monthly expenses through evaluation and correction of inventory procedures and use.

• Comprehensive understanding of Benefits and Risks of various types of Canadian Securities, Trading procedures and Regulations.
• Expertise in the International Trade Finance portfolio of a Retail Banking Branch (establishing Letters of Credit, Handling Import and Export related documents and transactions, foreign remittances).
• 10 years of dedicated experience in developing banking business (deposits and credit).
• Excellent communication skills; proficient in establishing and maintaining client relations.
• Passionately committed to pursuing and achieving business/sales targets.
• Keen eye for detail and penchant for working on research-backed projects.
• Strategically pivoted the sales and distribution of digital banking products in various branches, by virtue of a sound technical background.
• Over a decade and a half, successfully proved to be of tremendous value in various capacities and portfolios, both individually and as an integral part of teams.
• Closed record-high numbers of sales deals (Product – Line of Credit Insurance, for Scotiabank Client) on several days, as a part of the sales team at Optima Communications International Inc.

• Licensed [Job Title] - [Timeframe]
• Certified [Job Title], [Company Name] - [Timeframe]