Vishesh Thakkar
Scarborough,Canadian
Summary
Accomplished professional with extensive experience in point-of-sale operations, sales, and financial services. Proven expertise in accurately managing financial transactions, achieving sales targets, and generating accurate reports using CRM. Skilled in providing exceptional customer service and maintaining precise financial records. Currently enrolled in the Canadian Securities Course, having successfully passed Volume 1 and actively preparing for Volume 2. Well-suited for a Banking Advisor role with a strong commitment to client satisfaction and a dedication to ongoing professional development.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Point of Sale
Dolphin Gaming
Scarborough, ON
01.2022 - Current
- Experienced in point-of-sale operations within a Bingo Hall, effectively selling Bingo packages and managing financial transactions
- Proficient in accurately balancing accounting books at the end of Bingo sessions, ensuring precise financial records and adherence to regulatory requirements
- Evidenced activity in CRM to generate accurate forecast and sales activity reports for executive leadership
- Skilled in providing exceptional customer service to Bingo Hall patrons, ensuring a positive and enjoyable experience
- Highly organized and detail-oriented, consistently maintaining proper cash handling procedures and high integrity and trustworthiness.
Business Development Executive
Equitypandit Financial Services Pvt. Ltd.
Surat, Gujarat
02.2021 - 11.2021
- Cold-called more than 50 potential clients per day on average and successfully achieved the target of 4 clients in a month
- Systematically gathered follow-ups from prospective prospects
- Evidenced activity in CRM to generate accurate forecast and sales activity reports for executive leadership
- Provided existing customers with system-related guidance and solicited their feedback
- Achieved annual revenue goals for accounts leading to total goal attainment.
Junior Technical Analyst (Internship)
Jainam Share Consultants Private Limited
Surat, Gujarat
11.2020 - 01.2021
- Analyzed companies price charts listed on the NIFTY 50 Index
- Generated and reported Buy/Sell calls to Senior Analyst using numerous technical indicators such as EMA, RSI, etc on a daily basis
- Reported opportunities on a daily chart to be traded upon
Education
Postgraduate Certificate in Financial Technology Candidate -
Conestoga College
Postgraduate Certificate in Financial Planning -
George Brown College
BBA in Finance -
Veer Narmad South Gujarat University
Skills
- Interpersonal Skills
- Attention To Detail
- Problem Solving
- Stock Exchange And Portfolio Management
- Fundamental Analysis
- Technical Analysis
- Critical Thinking
- Microsoft Office
- Product And Service Sales
- Customer Engagement
- Customer Assistance
- POS Systems
- Customer Service
Certification
Techno-Funda Analysis
Canadian Securities Course
Languages
English
Full Professional
Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual
Timeline
Point of Sale
Dolphin Gaming
01.2022 - Current
Business Development Executive
Equitypandit Financial Services Pvt. Ltd.
02.2021 - 11.2021
Junior Technical Analyst (Internship)
Jainam Share Consultants Private Limited
11.2020 - 01.2021
Postgraduate Certificate in Financial Technology Candidate -
Conestoga College
Postgraduate Certificate in Financial Planning -
George Brown College
BBA in Finance -
Veer Narmad South Gujarat University
Accomplishments
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
You only have to do a few things right in your life so long as you don’t do too many things wrong.
Warren Buffett
Software
CRM
Microsoft Office
Quickbooks
Interests
Capital Markets and Investment Strategies
Financial Technology (FinTech)
Reading
Economic Research
Volunteer Work and Community Service
Personal Development and Learning
Affiliations
- Canadian Securities Institute (CSI) - Member
- CFA Institute - Candidate (Level 1 CFA Program , in Progress)
- Advicent NaviPlan™ Users Group – Member
- Financial Planning Standards Council (FPSC) – Affiliate
- Robin Hood Army (Volunteer Network) – Volunteer Leader, Surat Chapter
Additional Information
- Actively pursuing additional financial certifications to further develop expertise in financial planning and investment strategies.
- Strong team player with proven experience collaborating in fast-paced, client-focused environments.
- Adaptable and able to manage multiple priorities, ensuring timely completion of tasks in high-pressure situations.
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