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Project Manager, Customer Representative

Seattle, WA
October 11, 2019

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Seattle, WA 647-***-**** Linkedin


Experienced professional with leadership, management and interpersonal skills exhibiting strong analytical and problem-solving techniques to provide consulting solutions

Investment Fund in Canada certification from Canadian Securities Institute EDUCATION

Postgraduate Certificate in Financial Planning and Wealth Management Lambton College in Toronto, ON May 2017 – December 2018 Acquired Knowledge: Marketing Fundamentals; Principles of Economics; Financial Analysis and Budgeting; Canadian Securities and Banking; Customer Relationship Management; Personal Finance Planning; Insurance Master of Business Administration - Finance February 2013 – February 2015 Alliance University, Bangalore, India

Acquired Knowledge: Management Science; Communication and Interpersonal Skills; Financial Reporting and Cost Control; Marketing Management; Leadership and Organizational Behavior; Operations Management; Corporate Finance; Human Capital Management and Audit; Business Statistics Bachelor of Commerce - Finance April 2009 – May 2012 Sri Aurobindo College, Delhi, India

Acquired Knowledge: Financial Accounting; Business Laws; Micro and Macro Economics; Insurance and Risk Management; Business Communication; HR management; Management Principles and Application; Income Tax Law and Practices


Good Knowledge of Financial principle and Services; Customer Service; Demonstrates Ethical Judgment; Presents Logical, goal achieving and persuasive rationales; Relationship management; Up-to-date Market Knowledge EXPERIENCE

CIBC – Canadian Imperial Bank of Commerce October 2018 – August 2019 Toronto, ON.

Customer Service Representative

Progressive experience in maintaining a positive, empathetic and professional attitude towards customers at all times; Highly adaptable communicator, acknowledging and resolving customer inquiries in French and English; Able to prioritize work, multi-tasking and adapt to changing customer priorities Cantam Group Ltd., January 2018 – August 2018

Toronto, ON.

Associate Project Manager

Co-ordinate in the development and implementation of the project proposals; Compile data and information relevant to the project and assist in the documentation of the proposal, prepare data entry-using QuickBooks; Monitor and track the progress of the project and maintain all the relevant work details in the form of reports Tata Consultancy Services May 2016 – December 2016 Bangalore, India.

Senior Process Associate


Managed an effective process by using advance skills of Microsoft Office suite, to serve our company’s highly valued clients JPMORGAN CHASE; Collected data regarding Boston Mutual Funds and maintained weekly reports; Imparted training to newly hired employee following company standards and ethics ICICI Securities February 2015 – February 2016

Bangalore, India.

Equity Relationship Services

Researched on various companies, studied their balance sheets and profit and loss statements and advised clients on possible growth; Followed the day-to-day market news and linked the news to various stocks Gathered requirements and analyzed the current business to learn how to the handle the issues and understand the impact on the business

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