Vishwa Shah
Guelph,ON
Summary
Ambitious finance professional with a proven record in asset and customer relationship management, aiming to elevate my expertise through Wilfrid Laurier University's MBA in Financial Management. With experience managing over $3.9 billion in assets and spearheading significant process improvements, I seek to harness advanced academic insights to drive innovation and leadership in the finance sector.
Overview
4
4
years of professional experience
Work History
Operations Associate
Skyline Wealth Management
11.2023 - Current
- Managed $3.9 billion in assets and 5700 accounts for both Class A & F style transactions, demonstrating expertise in large-scale financial management
- Played a key role in forecasting monthly distributions for investors, utilizing advanced CRM tools like Salesforce Financial Services Cloud to ensure accuracy and efficiency
- Crafted detailed financial reports, aiding strategic decision-making across sales, finance, and legal departments, and effectively communicating complex financial data
- Executed process enhancements that improved transaction accuracy by 30% and streamlined processing time, bolstering operational efficiency
- Worked closely with accounting and compliance teams to refine financial transaction processes, resulting in a 20% increase in efficiency and compliance adherence
- Provided training and mentorship to new team members, promoting a culture of high performance and continual learning in financial operations.
Senior Customer Experience Associate
Scotiabank
01.2022 - 11.2023
- Proactively identified and understood customer needs, leading to effective transaction processing and the development of long-standing customer relationships, thereby enhancing customer loyalty and satisfaction
- Leveraged CRM tools skillfully, surpassing sales targets by identifying and realizing sales opportunities through customized financial solutions, substantially contributing to branch targets
- Played a pivotal role in enhancing the team's customer service quality and product knowledge
- As a senior associate, led training sessions on advanced CRM tools, elevating the team's efficiency and proficiency in managing customer relationships
- Educated the customer experience team on the nuances of various registered accounts, ensuring a comprehensive understanding of the bank's product offerings
- Conducted in-depth training on analyzing risky transactions and identifying potential money laundering activities, thereby enhancing the team's vigilance and compliance with regulatory standards
- Contributed positively to a team-oriented work environment, demonstrating success in a target-based performance setting and fostering a culture of collaborative achievement in sales and customer service.
Mortgage Agent
Citadel Mortgage
03.2020 - 07.2021
- Demonstrated strategic and analytical thinking by developing long-term client financial strategies, encompassing a comprehensive understanding of market dynamics and creative problem-solving to tailor mortgage solutions
- Exercised strong communication skills in clearly articulating mortgage options and strategies to clients, ensuring they were fully informed and engaged throughout the loan process
- Maintained ongoing communication post-agreement to nurture relationships and stay top-of-mind for future financial needs
- Managed risk effectively by carefully evaluating client profiles and market conditions, making informed decisions to balance potential gains with appropriate levels of risk
- Applied industry-leading knowledge and systems in client service, utilizing advanced CRM tools to streamline processes, improve team efficiency, and offer clients the most advantageous mortgage options
- Displayed adaptability by continuously updating knowledge of market changes and evolving client needs, ensuring the delivery of up-to-date and innovative mortgage solutions
- Fostered a values-driven and tech-savvy approach, focusing on integrity and ethical practices while leveraging technology to enhance client experience and operational effectiveness.
Education
B.A Psychology -
University of Guelph
Guelph, ON09.2023
Skills
- Strategic Analysis and Planning
- Advanced CRM Proficiency
- Communication and Relationship Building
- Risk Management and Compliance
- Leadership and Team Development
- Adaptability and Market Awareness
Languages
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Punjabi
Limited Working
Urdu
Professional Working
Marathi
Elementary
Timeline
Operations Associate
Skyline Wealth Management
11.2023 - Current
Senior Customer Experience Associate
Scotiabank
01.2022 - 11.2023
Mortgage Agent
Citadel Mortgage
03.2020 - 07.2021
B.A Psychology -
University of Guelph
Similar Profiles
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Kalpesh KhatavkarKalpesh Khatavkar
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management