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, ON04-2025
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
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