Yash Borade
Financial Planner
Talent
Toronto, OntarioMember since May 2, 2023
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About
An entry-level banking professional with experience in financial product promotion, transaction processing, and account management. Possess strong communication skills and a customer-centric approach towards work. Currently pursuing a Post-Degree Certificate in Financial Planning from Humber College.
Experience
Banking Officer
ICICI Bank, Mumbai, India
January 2022 - December 2022
- Promoted financial products to clients as per their requirements while also maintaining excellent service offering knowledge which resulted in client satisfaction.
- Successfully completed transactions for customers and capitalized on opportunities to cross-sell products and services, resulting in high sales figures.
- Utilized the CRM system daily to maximize service opportunities and enhance communication, showcasing excellent communication skills that resulted in client appreciation.
Price Pumps, Mumbai, India
January 2021 - December 2021
- Reviewed figures, postings, and documents for correct entry, completeness, and accuracy.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Organized data into multiple spreadsheets to streamline data.
- Used accounting software to prepare weekly and monthly financial reports.
Education
Post-Degree Certificate in Financial Planning
Humber College, Toronto, ON
Expected graduation: August 2023
Bachelor of Commerce in Banking and Insurance
Mumbai University, Mumbai, India
April 2017 - March 2020
