Ujjwal Mehta
BANKING ADVISOR
OTTAWA,ON
Summary
Directed sales and administration of all banking services, including deposits, loans, investments and trusts to businesses and individuals within assigned region. Worked with customers to develop investment and financial plans.
Overview
5
5
years of professional experience
1
1
Language
Work History
Banking Advisor
Scotiabank
01.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Managed practical action plans to respond to audit discoveries and compliance violations.
- Reviewed, revised and updated compliance policies and procedures to confirm continual compliance with applicable laws.
- Advised clients on investments, retirement and estate planning.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
Lending Specialist
Pay2Day
10.2021 - 01.2022
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Counseled debtors on payment options and arranged installment agreements.
- Maintained high volume of calls and met demands of busy and productive group.
- Managed past due collection calls, skip tracing, outside collections agency coordination and litigation activities.
- Balanced safe, prepared tills, and prepared register bags for next sales date.
- Presented forecasting and financial reports to corporate executives.
Cash Office Associate
Loblaws Superstore
05.2019 - 04.2021
- Researched and resolved account discrepancies.
- Balanced safe, prepared tills, and prepared register bags for next sales date.
- Followed company policies, procedures, and practices for accurate recordkeeping and loss prevention.
- Sorted and counted coin and currency to make change for associates.
- Verified cash flow and electronic transactions from credit card system to balance registers.
- Trained new employees on proper cash routines, procedures, and requirements.
- Prepared bank deposits and corporate cash shipments.
- Implemented useful procedures to establish accuracy in cash handling, counting and reporting.
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
Education
Graduate Certificate - Financial Services
Algonquin College
Ottawa, ON09.2020
Graduate Certificate - International Business Management
Algonquin College
Ottawa, ON12.2019
BBA - Accounting And Finance
IP University
New Delhi05.2018
Skills
Financial Planning
Timeline
Banking Advisor
Scotiabank
01.2022 - Current
Lending Specialist
Pay2Day
10.2021 - 01.2022
Cash Office Associate
Loblaws Superstore
05.2019 - 04.2021
Graduate Certificate - Financial Services
Algonquin College
Graduate Certificate - International Business Management
Algonquin College
BBA - Accounting And Finance
IP University