Tejas Mehta
Port Elgin,ON
Summary
Deadline-focused Investment Advisor and portfolio manager, highly effective at operating in fast-paced settings. Resourceful, forward-thinking and proactive with remarkable sense of market and customer positions.
Overview
22
22
years of professional experience
Work History
Investment Advisor
True Financial Engineering
04.2009 - 09.2023
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Contacted potential clients to pursue sales and gather funds.
- Researched companies and prepared presentations for management and prospective buyers.
- Gathered data and built financial models around key metrics.
- Met with clients to generate new business and negotiate contracts.
- Generated status reports, brief books and IPO pitches.
- Established key procedures for teams preparing documentation, models and presentations.
- Educated clients on potential risks and rewards associated with various investments.
- Recommended specific investments to help clients meet financial goals.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Informed clients of strategies for reducing debt and maximizing savings.
- Advised clients on investments, retirement and estate planning.
- Researched and evaluated potential investment products for clients.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Implemented exit strategies for clients to transition out of investments.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Monitored and updated financial plans to comply with client goals.
- Assisted clients with budgeting and cash flow management.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Created financial models to analyze and evaluate investment strategies.
- Collaborated with clients to develop customized investment portfolios.
Store Manager
Intertan Canada
09.2001 - 02.2006
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Rotated merchandise and displays to feature new products and promotions.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
- Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
Education
Bachelor of Science - Computer Engineering
DDIT, Gujarat University.
Nadiad, Gujarat, India.04.1995
Skills
- Research and Due Diligence
- Best Practices
- Sales Proficiency
- Powerpoint Presentations
- Performance Attribution
- Professional Demeanor
- Investor Relations
- Loss Prevention
- Problem-Solving Skills
- Revenue Generation
- Economic Forecasting
- Investment Performance Analysis
- Forward-Thinking
- Business Development
- Briefings
- Risk Mitigation
- Hiring and Recruitment
- IPO Understanding
- Due Diligence
- Verbal and Written Communication
- Investment Analytical Systems
- Employee Motivation
- Analytical Thinking
- Asset Management
- Stocks and Bonds Knowledge
- Investment Theme Development
- Equity Markets
- Self-Motivated Nature
- Security Knowledge
- Operations Management
Languages
English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Gardening
Love doing Topiary sculptures from plants. Have done number of different shape Topiary sculptures of different animal shape and alphabets.
Timeline
Investment Advisor
True Financial Engineering
04.2009 - 09.2023
Store Manager
Intertan Canada
09.2001 - 02.2006
Bachelor of Science - Computer Engineering
DDIT, Gujarat University.
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