Tanay Sanghvi
St. Catharines,ON
Summary
An ambitious and highly motivated individual with a demonstrated history of working in the banking industry. Skilled in Financial Services, Business Relationship Management, Customer Service and preparing clean Lending Applications. Strong marketing & finance professional with a MBA from Brock University.
Overview
6
6
years of professional experience
Work History
Financial Services Representative
Meridian Credit Union
St. Catharines, ON
05.2023 - Current
- Assessed 35 credit applications which include consolidation loans, mortgages, lines of credit, refinances, and credit cards accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Managed more than 30 Business Accounts, helping them with signer changes, ownership changes or new account openings.
- Worked with clients to develop financial planning strategies and solutions through evaluation of their personal finances.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Built and established relationships with clientele to improve future business opportunities.
Member Service Representative
PenFinancial Credit Union
St. Catharines, ON
06.2022 - 04.2023
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Developed comprehensive knowledge of credit union products, staying current on updates for informed recommendations to members.
- Built rapport with members by engaging in genuine conversations and demonstrating commitment to their financial wellbeing.
- Managed approximately 30 incoming calls, emails and faxes per day from customers.
Marketing Coordinator
Tidco Ltd.
Mumbai
05.2019 - 09.2019
- Analyzed competitive landscape to inform positioning strategies for new products or services.
- Conducted market research to identify industry trends and generate actionable insights for strategic planning purposes.
- Optimized marketing budget allocation by tracking ROI and adjusting strategies accordingly helping reduces overall costs by 5%.
- Executed successful product launch campaigns, driving significant growth in market share within target segments, that led to increased sales by 10% in the first two months of entering the role.
Risk Analyst
P. K. Shah Shares & Securities Ltd.
Mumbai
01.2018 - 04.2019
- Analyzed large datasets using statistical software tools such as R, uncovering hidden patterns and correlations that informed strategic decisions.
- Established strategy for operations reporting and analytics, identifying key needs for deliverables.
- Built contingency plans to successfully handle financial emergencies.
- Conducted statistical analysis and evaluated risk via use of portfolio management software.
Education
MBA -
Brock University
St. Catharines, ON06.2023
Bachelor's in Financial Management -
Mumbai University
Mumbai06.2019
Skills
- Marketing Strategies
- Risk Assessment
- Financial Planning
- Loan Applications
- Credit analysis
- Relationship Management
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Professional Working
Marathi
Professional Working
Punjabi
Professional Working
Volunteer Experience
Team Lead
Niagara 2022 Canada Summer Games
Jan 2022 - Oct 2022
• Facilitating smooth operations through job-specific training, scheduling, and supervision of volunteers at games venues.
• Developing and managing teams to arrange and set up grazing tables to feed athletes.
• Mapping different operation centers and monitoring through phones, collecting, and submitting reports, conducting briefings, managing sign-out and return of key pieces of equipment, and administering Games-time petty cash.
Advisor
DLLE, Mumbai University (Department Of Lifelong Learning and Extension)
Aug 2017 - Aug 2020
• Organized Beach Cleanup Drives.
• Conducted various programs to help educate underprivileged kids.
• Engagement with DLLE activities nurtures the sense of deeper social commitment.
Timeline
Financial Services Representative
Meridian Credit Union
05.2023 - Current
Member Service Representative
PenFinancial Credit Union
06.2022 - 04.2023
Marketing Coordinator
Tidco Ltd.
05.2019 - 09.2019
Risk Analyst
P. K. Shah Shares & Securities Ltd.
01.2018 - 04.2019
MBA -
Brock University
Bachelor's in Financial Management -
Mumbai University