Yash Dahiya
Vancouver,BC
Summary
Accomplished customer service professional with extensive sales and business development experience, as well as a strong passion for HR, Finance, and Marketing.
Overview
2
2
years of professional experience
Work History
Financial Advisor at HDFC Bank
Aditya Birla Sun Life Insurance
07.2023 - 02.2024
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Private Home Tutor
Self-employeed
09.2021 - 01.2023
- Developed strong rapport with students, fostering a positive learning environment that encouraged open communication and trust.
- Facilitated active learning by incorporating real-world examples into lessons whenever possible, making content more relatable and relevant.
- Utilized engaging resources such as educational games and multimedia materials to supplement traditional teaching methods, enriching the learning experience.
Education
Bachelor of Arts -
MDU University
Rohtak, HaryanaMBA -
University Canada West
Vancouver, BC04.2026
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Banking
- Loans
- Lead Generation
- Client Needs Assessment
- Analytical Thinking
- Team Leadership
Accomplishments
- Supervised a team of 6 staff members.
- Volunteered for a cleanliness campaign in New Delhi, India
- Successfully taught English and Science to special children up to the age of 12
Languages
English
Full Professional
Hindi
Native or Bilingual
Timeline
Financial Advisor at HDFC Bank
Aditya Birla Sun Life Insurance
07.2023 - 02.2024
Private Home Tutor
Self-employeed
09.2021 - 01.2023
Bachelor of Arts -
MDU University
MBA -
University Canada West
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