Sales Management

Vishesh Bhojani

** ****** ****, *******, ** +*(**6) 400- 6664 **************@*******.***

EDUCATION

UNIVERSITY OF TORONTO Toronto, ON

Bachelors of Business Administration – Specialist in Finance and Management Jun 2014

Leadership: Co-President of Multicultural Philanthropic Association, Responsible for leading and advising in the operations

of the organization and planning the future direction.

Financial Management: Vice President of Finance at Scarborough Campus Residence Council, Responsible for the organization’s

$26,000 budget allocation and the management of finances in day to day operations.

Problem Solving: Vice President Internal at Multicultural Philanthropic Association, Responsible for the internal operations of the

organization like motivating the team and organize internal events.

KODAIKANAL INTERNATIONAL SCHOOL Kodaikanal, India

International Baccalaureate Diploma May 2010

Academics: Successfully completed diploma with Higher Level Physics, Mathematics and Economics.

Extended Essay: Compiled a complete analysis of the Business Process Outsourcing Units in India and the economics behind it.

Volunteering: Completed 100 hours of volunteer activities including restoring a tribal orphanage and building homes with Habitat for Humani ty.

EXPERIENCE

EXCEL FUNDS MANAGEMENT INC. Toronto, ON

May 2013 – Aug 2013

Investment Analyst- Asset Management

Responsible for analyzing global emerging markets trends and assist Portfolio Managers in making asset allocation decisions.

Supporting the clearing and conciliation of transactions with fund accounting team.

Created trade tickets after executing buy/sell orders performed by the Portfolio Manager.

Generate and analyze information on emerging markets trends and make a comprehensive report every day for 4500 Investment Advisors

affiliated with the fund.

Successfully created fund comparison reports and competitive reports for the senior management team.

EXCEL FUNDS MANAGEMENT INC. Toronto, ON

May 2012 – Aug 2012

Summer Associate- Marketing and Inside Sales

Responsible for analyzing fund holdings in 7 different countries to express the company’s outlook to Investment Advisors.

Successfully modified and updated fund presentation for the sales team.

In charge of Financial Blogging and other social media activities to promote the company and bring out the importance of

Emerging Markets as an asset class to Investment Advisors.

Supporting Sales team for the launch of Latin America Bond closed end Fund by executing targeted marketing towards Investment Advisors.

Successfully planned an educational video on mutual funds to increase awareness through social media.

BOMBIL MEDIA Mumbai, India

May 2011 – Aug 2011

Business Development Associate- Corporate Sales

Responsible for designing and implementing digital marketing solutions and mobile applications for clients in education and hospitality sector.

Successfully implemented strategies for acquiring and maintaining prospective client database.

Responsible for the creative innovation on client mobile applications and after sales servicing of clients.

Recognized for being the highest grossing associate for the month of May 2011 in the entire business development team.

ADDITIONAL

Achieved the Canadian Securities Course designation from the Canadian Securities Institute.

Successfully completed the Bloomberg Certification including the Equity and Fixed Income modules.

Worked extensively with Microsoft Excel and PowerPoint, including the Bloomberg terminal wizard for Excel.

Completed the Advanced Program in Stock Market from the BSE Institute of Bombay Stock Exchange, India, a one -month course,

covering Financial Statement Analysis, Technical Analysis, Mutual Funds, and Derivatives.

Certified by Bombay Stock Exchange in derivatives trading: BSE's Certificate on Derivatives Exchange (BCDE).

Attended the Leaders in Investment Banking Workshop focused on Financia l Accounting, Valuation Theories.

References Available upon request

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