Financial Analyst Service Representative

ASHNA ZAVERI

● ****, East Broadway, Vancouver, BC V5M 2A1 ● +1-778-***-**** ●***********@*****.***

SUMMARY

A highly motivated individual recently graduated with accreditation in finance who is adaptive to dynamic environment driven to increase the company’s business while reaching out the prospects and helping the company to gain competitive edge and increase the revenue by identifying customer needs, providing recommendations and implementing skills to solve problems.

WORK EXPERIENCE

Premium Banker and Mutual Fund Advisor – HSBC (Jan 2020 - Present) Work Profile Includes: ● Actively managing existing customers portfolio and recommending investment and lending solutions to help them achieve their goals ● Attracting new customers by understanding their financial needs and delivering high standards of service quality ● Conducting comprehensive reviews for clients including retirement planning, wealth accumulation and estate planning ● Acquiring, retaining and growing loyal customer relationships

● Meeting established individual goals through effective management of activities and opportunities ● Adhering to compliance with regulatory activities and guidelines as part of the sales process, including privacy, anti-money laundering/anti-terrorist financing, know your customer, CDIC, MFDA rules, regulations and policies. Customer Service Representative – CIBC (March 2019 – Jan 2020) Work Profile Includes: ● Processing financial transactions ● Solving customer’s queries ● Delivering exceptional customer experience ● Cash handling ● Ordering foreign cash ●Referring customer’s to appropriate team member Cashier & Customer Service Representative – Walmart (Jan 2018 – Jan 2019) Work Profile Includes: ● Managing 8 counters single-handed ● Selling credit cards ● Solving customer queries

●Billing customer’s purchase ● Cash handling ●Helping customers in locating the product Equity Research Analyst (Internship) – The Money Roller (June 2017- July 2017) Work Profile Includes: Exhaustive comparative study of the companies/players within the sector ●Information gathering and analyzing different investment options ●Sector analysis and preparing a report/project drawing conclusion ●Recommending investment in the companies based on the analysis EDUCATION

Post-Degree Diploma in Finance (GPA – 3.18) (Sept 2017 - April 2019) Douglas College, New Westminster, British Columbia, Canada Coursework Includes: ●FPSC Capstone Course ●Financial Planning 1 & 2 ●Corporate Finance ●Financial Service Marketing ●Investment Management Techniques ●Financial Accounting Bachelor’s in Management Studies (Major’s in Finance) (Grade – A) (June 2013 - June 2016) University of Mumbai, Maharashtra, India

Coursework Includes: ● Financial Planning ●Security Analysis ● Business Management ● Marketing of product and services ● Human Resource Management ● Operational Research ● Strategic Management ● Business Law ● Service Sector Management

Certifications

Chartered Financial Analyst (CFA) (Level 1)

Course work resulted in: ● Acquiring in-depth knowledge of corporate finance, equities and derivatives ● Gaining expertise in quantitative methods, economics, financial reporting, investment analysis and portfolio management Canadian Securities Course (CSC)

Course work resulted in: ● Build-in skills and information necessary to be able to work with various financial investment tools ●Enhanced my investment knowledge and analytical skills VOLUNTEERING

General Volunteer – Canadian Imperial Bank of Commerce (CIBC) (March 2019 – Jan 2020) Work Profile Includes: ●Volunteered Celebration of Lights ● Volunteered for CIBC Run for Cure. General Member/ Student Volunteer - Douglas College Business Association (DCBA)

(Nov 2017-April 2019)

Work Profile Includes: ● Providing information or solving general query regarding the event ● Keeping records of the students who have attended the event.

LANGUAGES

● English, Gujarati, Hindi & Urdu – Native & Bilingual Proficiency

● Marathi & Punjabi – Professional Working Proficiency

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