Aniket Amrutkar

Deliver tailored financial planning and investment advice to personal banking clients, with a focus on mass affluent segments. Currently on track to exceed sales, referral, and investment product targets, including mutual funds and registered plans. Educate clients on long-term financial strategies and digital tools to improve financial literacy and portfolio performance.

Personal Banker at TD Canada Trust Bank (2024-12 – 2026-03)

• Deliver tailored financial planning and investment advice to personal banking clients, with a focus on mass affluent segments.
• Currently on track to exceed sales, referral, and investment product targets, including mutual funds and registered plans.
• Educate clients on long-term financial strategies and digital tools to improve financial literacy and portfolio performance.

Security Officer at Guardteck Security Company (2023-08 – 2024-06)

• Spearheaded security operations across 500,000 sq. ft. premises, achieving 99.9% incident-free days through rigorous protocol enforcement and effective team leadership.
• Compiled and analyzed security reports, driving a 35% improvement in security strategy effectiveness and delivering a 95% on-time project completion rate.

General Clerk at Save-On-Foods (2022-11 – 2023-05)

• Processed customer transactions and reconciled daily financial records, ensuring 95% accuracy in reporting.
• Contributed to improved customer loyalty by managing promotional billing and providing excellent service.

Senior Wealth Manager at Fintoo (2021-08 – 2022-07)

• Advised 40+ HNW clients using holistic financial planning models aligned to long-term goals and risk profiles.
• Exceeded annual revenue targets by 120% and expanded market share through investment-led planning.
• Led portfolio reviews, risk assessments, and rebalancing strategies, improving client retention and financial outcomes.

Account Manager at WhiteHat Education Technologies Pvt. Ltd (2020-10 – 2021-07)

• Built tailored customer solutions by understanding client needs and long-term objectives.
• Increased territory sales by 20% and developed strategic relationships with clients to increase lifetime value.

Area Manager at Motilal Oswal Financial Services Ltd (2019-07 – 2020-08)

• Managed 50+ accounts with an emphasis on mutual funds, equity-based planning, and SIP growth strategies.
• Developed segment-specific business plans to grow regional AUM and deepen client engagement.
• Implemented investor education programs, helping clients align financial products to long-term objectives.

Accounts Manager at Moneyfrog Consultants Pvt. Ltd (2018-05 – 2019-06)

• Grew AUM by $5M by offering retirement, tax, and estate planning solutions to HNW individuals.
• Conducted cash flow analysis, investment suitability reviews, and product comparisons aligned to client goals.
• Achieved 30% YoY increase in client retention by fostering strong advisor-client trust and transparency.

Master of Business Administration in Business Analysis and Data Analysis – Thompson Rivers University

Post-Baccalaureate Diploma in Financial Management – NMIMS

Bachelor of Commerce in Finance, Marketing, and Business Management – Mithibai College