Akash Mehta Email & Phone Number

Toronto, On, Ca

Greater Toronto Area, Canada

Greater Toronto Area Metropolitan Area

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Analyzed overall company, industry and competitor dynamics and recommended business strategies for sustained growth in revenue and customer acquisition. My role involved financial modelling including scenario analysis as well as valuation derived through 3 valuation models.

Mumbai Area, India

•Led a team of 6 professionals while managing day-to-day operations for account opening, trade settlement and collateral requirements for priority clients; Transactions ranged from $ 10,000 to $ 350 million.•Inculcated relationships with external and internal stakeholders to such as C-Suites professional, client executives and regulators. Maintained strong working relations to influence decision making•Developed innovative solutions recurrently by identifying areas for improvement in… Show more •Led a team of 6 professionals while managing day-to-day operations for account opening, trade settlement and collateral requirements for priority clients; Transactions ranged from $ 10,000 to $ 350 million.•Inculcated relationships with external and internal stakeholders to such as C-Suites professional, client executives and regulators. Maintained strong working relations to influence decision making•Developed innovative solutions recurrently by identifying areas for improvement in operational standards and procedures to eliminate redundancy and enhance efficiency across the system.•Understood internal processes, established a network with internal an external stakeholders and influenced senior leadership towards a business opportunity - generated incremental revenue of $14 million•Improved retention within the team by providing an inclusive team environment while helping colleagues achieve their potential. •Extremely passionate about improving processes and handling tough assignments. A testament to my ability to continually improve is my quick growth in corporate hierarchy along with additional responsibilities Show less

Worli

•Championed a cross functional team to design and develop digital products leveraging AI tech like NLP and machine learning to extend web and app based products to priority customers and improve service quality •Representing team, interacted with senior leadership to align incentive structure towards organizational & employees objectives - Improved revenue generation by 15% & employee incentives by 30%•Understood and complied by Patriot Act and OSFI regulations while catering to Foreign… Show more •Championed a cross functional team to design and develop digital products leveraging AI tech like NLP and machine learning to extend web and app based products to priority customers and improve service quality •Representing team, interacted with senior leadership to align incentive structure towards organizational & employees objectives - Improved revenue generation by 15% & employee incentives by 30%•Understood and complied by Patriot Act and OSFI regulations while catering to Foreign Portfolio Investors (FPI); Adhered to banking & capital markets regulations and amendments as mandated•Managed numerous priority cases simultaneously while helping my colleagues with their queries as well as contributed in cross-functional internal strategy teams to handle complex client cases •Collaborated with different business units to deepen relationships and extend better service and operational efficiency to affluent and international clients Show less

Mumbai Area, India

•Communicated benefits of investments to retail clients, educated them about different products and value that they can derive; Achieved 200% of the target during the year •Won the Managing Director’s Award, a company-wide contest recognizing top 4 performers out of 600 employees for diligence, integrity and ability to provide results consistently

Conducted in-depth market analysis on global and indian financial planning industry with various parameters like scope, education, technology, pricing, penetration, players, regulators.

Mumbai Area, India

I helped make various modules on various financial market concepts like fundamental analysis, technical analysis, forex markets, commodities markets, derivatives.

Mumbai Area, India

I was a team leader of Youth for Milind Deora, a campaign launched to promote Milind Deora as the Member of Parliament (MP) of South Mumbai during the 2009 Lok Sabha election.Our primary task was to promote him and the work that he had done for the betterment of his constituency during his 1st term as an MP.

Master Of Business Administration - Mba, Finance, General

Activities and Societies: Senior Manager - Internal Affairs, Schulich Finance Associaton

Certified Financial Planner (Cfp), Finance, General

Have completed 4 modules of CFP>

Bachelors Of Financial Markets

Education record