Results-Driven Financial & Data Management Professional
Resume:
Meera Panchal
**************@******.*** Toronto, ON
Results-driven Financial & Data Management Professional with experience specializing in retirement planning, investment strategy, and process optimization. Proven expertise in tracking project lifecycles, auditing system configurations, and leveraging SQL and advanced Excel to transform complex datasets into actionable business insights. A collaborative problem-solver who thrives in fast-paced environments, bridging the gap between technical development teams and corporate financial goals. Experience
Benefits Analyst - Data Analytics, Operations & Plan Administration Aug’25-Present TELUS Health
Managed daily administrative tasks, case management issues, and complex data processing activities with high accuracy and commitment to quality.
Tracked project schedules to ensure all timelines and deliverables were met; proactively communicated risks to project managers and clients to mitigate delays.
Tested and analyzed system configurations against formal requirement documents during both implementation and ongoing administration phases.
Partnered with requirements and development teams to ensure database setups accurately aligned with client healthcare and group benefits needs.
Utilized MS Office Suite [Optional: and SQL/Excel functions] to analyze data, troubleshoot system alignment issues, and maintain high standards in a fast-paced environment.
Proficient in SQL for data querying and advanced Excel (including VLOOKUPs, Pivot Tables, and data visualization) to analyze complex datasets.
Bridged the gap between client healthcare/group benefit needs and internal database engineering by partnering with development and requirements teams.
Maintained flawless data integrity and administrative accuracy by expertly managing daily case issues, high-volume HRIS payroll processing, and complex email data streams
Guaranteed system compliance by rigorously testing configurations against formal requirement frameworks throughout implementation and administration phases. Assistant Manager – Marketing & Investment Operations DSP Asset Managers PVT LTD Mar’23-May’25
● Experience with marketing automation and CRM systems, Design and execute thorough marketing strategies enhance brand recognition.
● Build and maintain strong relationships with distributors and partners.
● Excellent communication and presentation skills.
● Managing vendor billing processes, from initiation to settlement.
● Planning, execution, and assessment of IAP (Investor awareness program) programs and events and program evaluation.
● Tasks include market research, campaign development, content creation, social media management, and performance analysis.
● Collaborating cross-functionally to ensure alignment with company objectives and effectively targeting key demographics.
● Conducted thorough data analysis to identify trends, patterns, and correlations, providing actionable insights to inform strategic decision-making.
● MIS Specialist adept at designing, implementing, and managing MIS to facilitate data-driven decision making. I am skilled in system integration, data analysis, and reporting.
● Process and manage end-to-end mutual fund transactions including purchases, redemptions, switches, SIPs, STPs, SWPs, and dividend reinvestments
● Ensure accurate NAV application by validating transactions against cut-off times and investor eligibility (KYC, bank mandates, etc.). Client Operations & Equity Support Specialist
EQUENTIS Dec’22-Mar’23
● Updating dashboards of existing clients.
● Provided product information and technical support.
● Processed customer orders and returns.
● Provided product information and technical support.
● Advising clients regarding stocks and Pre IPOS.
Wealth Management - Investment Products & Services TATA Capital July’21 - Nov'22
● Provided market updates on equity and debt, and cross-sold products like corporate FDs, NPS, and smallcases
● Built and managed relationships with 250+ clients, offering tailored financial advice
● Anticipated client needs and generated business from an assigned customer base
● Resolved customer queries on BSE STAR and coordinated with RTAs (CAMS, KARVY) for issue resolution
● Supported clients with application registration, transaction failures, and lead conversion
● Developed financial policies through research and identified undervalued long-term investments.
● Provided mentorship to new hires and fostered cross-team collaboration to elevate service Financial Planning Specialist – HNI Services
ICICI Prudential Asset Management Company April’18 - June’21
● HNI- new acquisition and existing HNI customer handling
● Increased client satisfaction rating by 8% in first year
● Identified and maximized sales opportunities and increased customer retention rates.
● Presented financial planning seminars to existing and prospective clients
● Brought Forth the ability to establish long term client relationships.
● Provided high quality investments guidance to clients based on their needs, goals and lifestyle.
● Provided training to new joiners and guiding them for the investment journey
● Handling clients with existing investments, providing them with product and market updates, solving their service and operational issues.
● Sending statements and products updates monthly.
● Helping clients for services like KYC updating, Email id changes and mobile number registration. Customer Operations Associate
INDUSIND Bank Oct'16 - April’18
● Revenue service- Credit card upgrades
● Handling customers for credit card upgradation
● Lead generation reference marketing through customer complaint resolution
● Provided optimal assistance to the general manager and handled a variety of tasks. Education
● Bachelor’s Degree in Banking and
Finance - Mumbai university (2015)
Certifications
● NCFM certification in
financial markets
● NISM 8 equity derivative
● NISM 5 A mutual funds
● Certification in NSE Academy
● Certification in advance Excel and VBA
● Certification in Financial Modelling
and company Valuation.
Skills
● Marketing campaigns & branding,
● Client relations & cross-selling
● Mutual fund operations & compliance,
● Data analysis & MIS reporting,
● CRM & marketing tools (Excel, PowerPoint),
● Vendor & event coordination.
● Data Analytics & Technology
● Project Management & Strategy
● HRIS, Payroll, & Case Management
Contact this candidate