Thiviyan Sathyeswaran
Oshawa,Canada
Summary
Dependable investment professional with progressive experience in promoting products and identifying customer needs. Self-starter with proven understanding of the principles of customer service, working in fast paced environment and exceeding goals. Seeking to further develop my career in a challenging role.
Overview
3
3
years of professional experience
Work History
Investment Representative
TD Direct Investing
Markham, ON
08.2022 - Current
- Processed orders for purchases or sales of stocks, bonds, mutual funds and other securities.
- Educated clients on account information, products and services.
- Provided technical support to customers regarding online trading platforms, answer inquiries about account balances, securities prices.
- Monitored market trends and corporate actions to stay up to date and provide timely and accurate information to clients
- Identify client needs and create sales leads and referrals for new account openings and account transfers from outside institutions
Personal Banking Associate
BMO Bank of Montreal
Mississauga, ON
05.2021 - 11.2021
- Took 75-100 calls daily, delivered fast, friendly and knowledgeable service for routine questions and banking complaints.
- Probed with customers to established new sales leads weekly including loan,credit and investment products, increasing revenue for the bank.
- Met or exceeded monthly goals involving customer service metrics
- Stayed abreast of current market conditions/trends and technology to integrate into banking conversations with customers
Education
Bachelor of Commerce in Economics & Finance -
Ted Rogers School Of Management, Ryerson University
September 2015 To June 2019Skills
- Q3 2023 Merit winner, CSC & CPH Certified
- Strong work ethic with experience working with various clients within high pace environment
- Highly analytical thinking with the ability to examine and improve work processes
- Goal-oriented with excellent interpersonal skills and attention to detail attained through banking experience
Timeline
Investment Representative
TD Direct Investing
08.2022 - Current
Personal Banking Associate
BMO Bank of Montreal
05.2021 - 11.2021
Bachelor of Commerce in Economics & Finance -
Ted Rogers School Of Management, Ryerson University
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