VERONICA NOEL DANI
Ottawa,CANADA
Summary
To successfully utilize and develop my knowledge and looking forward to delivering excellent service and ensure safety to our customers Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
SCOTIABANK
08.2021 - Current
- Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
- Processing day to day transactions
- Nurturing rich, long-standing relationships
- Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
- Being a technology expert and sharing knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Facilitated new client onboarding process and investment account setup.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Delivered strategic investment advice for individual and corporate clients.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
Assistant Store Manager
DOLLAR TREE CANADA
09.2018 - 02.2021
- Support the manager in the daily operations of the store
- Supervising employees, work with customers and help carry out the directives of the manager and corporation
- Ensuring that store personnel provides exceptional customer service
- This includes answering questions and assisting with product selection, purchases, and returns as well as handling any disputes
- Ensuring that the store is clean, well-organized, and properly merchandised
- Responsible for making sure that all store policies, procedures, and controls are followed
- Coordinating and overseeing the planning, organizing, and delegating of work among staff.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Rotated merchandise and displays to feature new products and promotions.
- Assisted in recruiting, hiring and training of team members.
Education
Master of Arts - Political Science
University of Mumbai
Mumbai04.2017
Bachelor of Arts - Economics
University of Mumbai
Mumbai04.2015
Skills
- Cash Handling
- Funding Education
- Business Development
- Industry Research
- Increasing Savings
- Retirement Needs
- Sales Expertise
- Financial Services
- Financial Knowledge
- Investment Advising
- Mutual Fund Sales
- Client Rapport-Building
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Certification
- IFSE Certified for Mutual Funds Sales
Timeline
Financial Advisor
SCOTIABANK
08.2021 - Current
Assistant Store Manager
DOLLAR TREE CANADA
09.2018 - 02.2021
Master of Arts - Political Science
University of Mumbai
Bachelor of Arts - Economics
University of Mumbai
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