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.
