Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Work Availability
Timeline
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Yasha Sehgal

Kitchener,Canada

Summary

Experienced financial professional with a strong background in banking and stock broking. Seeking a role as a Banking & Capital Markets Consulting Manager. Proven track record in building strong client relationships, ensuring compliance management, and leading teams. Committed to continuously enhancing industry knowledge and understanding, demonstrated by completion of the Canadian Security Course (CSC).

Overview

7
7
years of professional experience
1
1
Certificate

Work History

Financial Analyst

BNY Mellon
04.2019 - 06.2024
  • Led compliance training sessions for 8-10 team members, enhancing operations and mitigating liability concerns.
  • Consolidated financial data from 50+ corporate accounts, providing analysis that influenced business decisions.
  • Performed root cause analysis to diagnose and rectify issues, ensuring successful resolution.
  • Collaborated with Asia Pacific region teams on various projects and escalations.

Equity Advisor

Karvy Stock Broking Limited
01.2018 - 04.2019
  • Guided 30+ individuals and families daily in developing and executing tailored wealth management strategies.
  • Engaged with 30-40 clients daily to explain financial strategies, achieving a positive response from at least 30%.
  • Developed relationships with 5-8 new clients daily, offering guidance in financial planning and investment research.

Intern

Money Plant Consultancy
05.2017 - 07.2017

• Analyzed Form 16 under Indian Income Tax Act to understand salary income computation and taxation.

• Studied various tax planning options.

Education

Post Graduate Diploma - Financial Planning Services

Conestoga College
Kitchener, ON
04-2025

Post Graduate Diploma - Management in Finance

Indira School of Business Studies
04.2018

Bachelor of Commerce - Finance

Chatrapati Sahu Ji Maharaj University
03.2015

Skills

  • Financial Analysis
  • Compliance Management
  • Team Leadership
  • Client Relations
  • Problem Solving
  • Project Management
  • Microsoft Office Proficiency

Certification

  • Canadian Security Course (CSC)
  • Certification on Financial Markets, Yale University

Accomplishments

  • Promoted twice within 4 years by streamlining tasks
  • Contributed to high daily revenue generation for the team

Languages

English
Hindi

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Financial Analyst

BNY Mellon
04.2019 - 06.2024

Equity Advisor

Karvy Stock Broking Limited
01.2018 - 04.2019

Intern

Money Plant Consultancy
05.2017 - 07.2017

Post Graduate Diploma - Management in Finance

Indira School of Business Studies

Bachelor of Commerce - Finance

Chatrapati Sahu Ji Maharaj University

Post Graduate Diploma - Financial Planning Services

Conestoga College
Yasha Sehgal