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Financial Analyst Sales

Toronto, Ontario, Canada
September 25, 2019

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Residential Address *** Sherbourne St, Toronto, ON M5A 3X2 Canada. Tel : 437-***-**** Email-

Financial Analyst with Diversified Experience in Sales and Team Management

Financial Analyst with experience in portfolio analysis and relationship management; have ample experience in risk mitigation and revenue generation. Hands on experience in handling various financial products like Portfolio Management Services, Mutual Funds, Fixed Deposits, Bonds, NFO’s and IPO’s. Customer Service experience in Financial Markets and Automobiles Industry. Knowledge equipped to manage logistics as well as order management and procurement.


Financial Management

Team Management and Coordination

Customer Relationship Management

Customer Engagement and Interaction

Client Guidance

Dedicated Sales Closures and Follow ups.


Area Manager at Motilal Oswal Financial Services, from January, 2018 to – February 2019.

Provided financial modeling, financial analysis, risk-tolerance assessments, and retirement illustrations to high net-worth clients for strategies today through retirement with the help of research team.

Identifying the clients need and give them proper financial advice for their wealth to create them wealthier.

Client meeting planning, facilitation and presentation.

Excellent communication skills and good experience in handling ultra HNI clients for Investments.

Have experience in Team handling and building good relationship with company channel partners.

Provided guidance to clients regarding the advantages and disadvantages of investment products.

Managed the Operations for the office including processing all transactions, documenting information and maintaining CRM.

Giving services and finding them solutions through calls and mail.

Planned, coordinated and executed events - The facility selection, contracting, pricing, transportation, food and beverage selections and audio/visual service arrangements.

Business Development Manager at Supreme Automobiles (TVS Motors), from January, 2014 to December, 2017.

Assign Team to specific duties.

Examine merchandise to ensure that it is correctly priced and displaced that it functions as advertised.

Instruct staff on how to handle difficult and complicated sales.

Provide customers service by greeting and assisting customers and responding to customer inquiries and complaints.

Direct supervise employees engaged in sales, inventory-talking, reconciling cash receipts, or in performing services for customers.

Assist on day to day operations of the accounts department.

Handling accounts payable (bill payments, petty cash etc.) and receivable function.

Help to prepare TDS monthly payment and Quarterly Returns.

Maintain and reconcile cash / financial accounts.

Prepare and maintain spreadsheets for monitoring and analyzing accounting data.

Help to monitor outlets sales performance, evaluation for outlets marketing campaign proposal and set marketing direction for outlets together with marketing officer.

Providing leadership, Training, Coaching, and guidance to junior staff.

Allocating resources and maintaining cost efficiency.

Proven ability to work creatively and analytically in a problem-solving environment.

Eagerness to learn and develop.


Diploma in Financial Planning, George Brown College, Toronto, Canada in 2013

Diploma in International Business Management, George Brown College, Toronto, Canada in 2012

Bachelor of Banking and Insurance, Chandibai Himmatmal Mansukhani College, University of Mumbai, India in March, 2011


Certification in Database Programming with RDBMS and SQL.

Certification in International Freight Forwarding (CIFFA) from Canada.

Proficient in Microsoft Word, Excel and PowerPoint Tally ERP9.

Good communication and inter personal skills.

Sincere worker, ability to motivate people and a good team player.

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