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<pre>Array ( [var] => cut_url ) </pre> Resume for Gaurav K. for Banker / Bank Teller / Banking in Toronto, Canada. Search More Resumes for Banker / Bank Teller on Resumark.com #BFE54S8EX
 

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Resume for Gaurav K. for Banker / Bank Teller / Banking in Toronto, Canada




Occupation: Banker / Bank Teller Industry: Banking
Country: Canada City: Toronto
State: Ontario ZIP: M5A3X1



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Gaurav K.

, Sherbourne Street, ON MAX; ;  

OBJECTIVE

A people oriented problem solver with a strong background in finance, marketing and business management. 

SKILLS SYNOPSIS

  • MBA – Marketing from Symbiosis International University, India
  • Completed Canadian Securities Certification CSC
  • Fluent in English, Punjabi, Hindi and Urdu
  • Customer Relationship Management CRM Application Certification from Oracle University
  • Six Sigma Green Belt Certification from KPMG
  • Proven performance record of managing Investment Portfolios of High Networth Individuals “HNI”
  • CORE COMPETENCIES

  • Robust Analytical Skills
  • Excellent interpersonal skills
  • Detail oriented
  • Strong Leadership Skills
  • Team Player
  • Quality Assurance
  • Proficient in MS Excel, Access, Word, Power point and SPSS
  • Motivational/Zealous
  • PROFESSIONAL EXPERIENCE

    Marketing Coordinator Coop      January –April

    RBC DOMINION SECURITIES

    Toronto, ON

  • Managed Interns in the execution of all duties related to various marketing initiatives
  • Designed the Customized Management Information System CMIS for tracking all activities and results generated by Interns
  • Assisted Investment Advisors in aspects of portfolio analysis for clients and prospects
  • Created a motivational and recognition/award process for top intern performers
  •  

    Peer Tutor         September December

    GEORGE BROWN COLLEGE

    Toronto, ON

  • Tutored for Accounting and Mathematics
  • Facilitated independent learning to help students develop effective learning strategies
  • Displayed positive attitude, patience and empathy to understand requirements of the students
  •  

    Investment Advisor        November –April

    FULLERTON SECURITIES AND

    WEALTH ADVISORS LIMITED

    Gurgaon, India

  • Reasonable command over the nuances of compliance regulations on Anti Money Laundering “AML” and implications of Know Your Customer “KYC” guidelines
  • Managed tax filling of my clients and prepared their personal income tax returns
  • Generated revenue of CAD , in the first quarter of from my Client base
  • Handled the HNI clients with focus on investments in Equity, Mutual Funds, Bonds, Options, Insurance, Monthly Income Plans MIP and Fixed Maturity Products FMP
  •  
     

    Gaurav K.               Page  
     
     

    Wealth Manager        May September

    CITIBANK

    Mumbai, India

  • Performed a CIBIL check on all applications as a part of Compliance control policy of Citibank.
  • Verified all applications as per KYC and AML guidelines to ensure meticulous due diligence
  • Designed Investment Portfolio for CitigoldHNI clients in Mutual Funds, Equity, Bonds, Debentures, Options, Derivatives and Insurance products.
  • Handled a book of CAD , for Citigold HNI clients with Initial Cheque Value of CAD and above.
  • Generated revenue of CAD , in the first and second quarter of from Insurance clients.
  •  
     

    EDUCATION

    Post Graduate Certificate Program     Completion August

    Marketing Management – Financial Services

    GEORGE BROWN COLLEGE

    Toronto, ON 

    MBAMarketing        

    SYMBIOSIS INTERNATIONAL UNIVERSITY

    Pune, India 

    BBA Bachelor in Business Administration    

    BIRLA INSTITUTE OF TECHNOLOGY

    Muscat, Oman 
     

    ACCOMPLISHMENTS

  • Awarded “Coop Excellence Award” at RBC Dominion Securities, for outstanding performance during internship in JanuaryApril .
  • Awarded “Shooting Star” at Citibank, in the final quarter of for generating highest revenue from Insurance products in the Mumbai region.
  • Awarded “Certificate of Appreciation” at Fullerton Securities and Wealth Advisors Ltd., by Birla AMC for generating highest revenue in the first quarter of from Portfolio Management Services PMS and Mutual funds.
  •  
     

    REFERENCES

    Available on Request  
     


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