Akash Thakkar
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Akash Thakkar Email & Phone Number

Account Manager at National Bank Independent Network
Location: Toronto, Ontario, Canada 4 work roles 3 schools
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Current company
National Bank Independent Network
Role
Account Manager
Location
Toronto, Ontario, Canada
Company size
129 employees

Who is Akash Thakkar? Overview

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Quick answer

Akash Thakkar is listed as Account Manager at National Bank Independent Network, a with 129 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Akash Thakkar.

Akash Thakkar previously worked as Investment Consulant - Alternative Investments at Freelance and Financial Services Representative at Easyfinancial Services. Akash Thakkar holds Passed Level 1 from Cfa Institute.

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Email format at National Bank Independent Network

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National Bank Independent Network

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Profile bio

About Akash Thakkar

I love to solve problems and build new relationships with people. Throughout my journey, I have been driven by the curiosity to find answers to the most pressing questions. Nothing satisfies me more than solving problems and contributing to the overall growth of an organization.With my customer-centric work experience, I can quickly identify a customer’s pain point and come up with a strategic resolution to their problem. This is what I’ve done for my clients as a Freelance Consultant and at Easyfinancial Ltd & JM Financials where I served as the immediate point of contact to provide comprehensive support to my clients including HNIs, Institutional Buyers and Retail Clients. I’m not someone who is afraid of rocking the boat. Instead, I like digging into a task, see what’s working and what’s not and find a better solution.I’ve invested the past 18 months to deep dive into emerging technologies in the web3 space. I’m well versed with the functioning of blockchain technologies, employing DeFi & NFTs to invest in the next leg of the financial sector. I am currently working towards my CFA designation and currently preparing for the Level 2 examination. My core competencies include: - Customer, Partner and Client relations- Financial Analysis and Planning- Organizational and Strategic Planning- Customer Complaints Resolution- In-depth knowledge of Equity and Derivatives products- Advanced Proficiency in Microsoft Excel

Listed skills include Leadership, Futures Trading, Microsoft Office, Portfolio Management, and 11 others.

Current workplace

Akash Thakkar's current company

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National Bank Independent Network
National Bank Independent Network
Account Manager
toronto, ontario, canada
Website
nbin.ca
Employees
129
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Company profile
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4 roles

Akash Thakkar work experience

A career timeline built from the work history available for this profile.

Investment Consulant - Alternative Investments

Freelance

- Completed research and diligence on emerging web3 projects, namely in the DeFi and NFT space - Set up stablecoin yield farms in DeFi for clients looking for low-risk exposure- Worked alongside clients, understood their risk-profile and formulated portfolios weighted with respect to risk- Tracked portfolio performance, simplified data and reported it to clients- Leveraged strong knowledge of financial markets and derivatives to create partially or fully hedged trade positions

Financial Services Representative

Easyfinancial Services

Toronto

- Provided superior customer service experiences by engaging, listening and understanding the needs of clients- Prospected new clients through a combination of marketing and outbound sales with the goal of exceeding branch targets- Evaluated online loan applications, assessed the applicants’ credit worthiness and performed finan- cial and risk analysis- Managed collection activities for all past due accounts whilst maintaining an impeccable level of service

Aug 2019 - Oct 2020

Senior Associate

Jm Financial

Mumbai

- Provided clients with comprehensive support for their demat accounts on a daily basis by phone, email and in-person- Placed trades for clients and ensured proper settlement and delivery- Liaised with the Accounting team to prepare year end cash-flow statements and realized Gain/Loss statements- Worked alongside the back office to resolve inquiries related to account transactions- Analyzed the fundamental and technical aspects of a publicly traded company, and incorporated quarterly research papers - Leveraged strong relationships to successfully provide IPO Funding to HNIs and Institutional Buyers

Jul 2017 - Jun 2018
Team & coworkers

Colleagues at National Bank Independent Network

Other employees you can reach at nbin.ca. View company contacts for 129 employees →

SC Susanne Clifford Susanne Clifford Colleague at National Bank Independent NetworkToronto, Ontario, Canada View → JP John Palamiotis John Palamiotis Colleague at National Bank Independent NetworkToronto, Ontario, Canada View → SM Sujith M. Sujith M. Colleague at National Bank Independent NetworkCanada View → CP Cecilia Penna Cecilia Penna Colleague at National Bank Independent NetworkBrossard, Quebec, Canada View → LM Lauren Michel Dale Lauren Michel Dale Colleague at National Bank Independent NetworkToronto, Ontario, Canada View → AS Albert Silva Albert Silva Colleague at National Bank Independent NetworkGreater Toronto Area, Canada View → KO Kimberley Olayemi Kimberley Olayemi Colleague at National Bank Independent NetworkToronto, Ontario, Canada View → CQ Carlos Quinto Carlos Quinto Colleague at National Bank Independent NetworkMississauga, Ontario, Canada View → LL Leona Lai Leona Lai Colleague at National Bank Independent NetworkToronto, Ontario, Canada View → RD Ron Da Silva Ron Da Silva Colleague at National Bank Independent NetworkToronto, Ontario, Canada View →
3 education records

Akash Thakkar education

Passed Level 1

Cfa Institute
FAQ

Frequently asked questions about Akash Thakkar

Quick answers generated from the profile data available on this page.

What company does Akash Thakkar work for?

Akash Thakkar works for National Bank Independent Network.

What is Akash Thakkar's role at National Bank Independent Network?

Akash Thakkar is listed as Account Manager at National Bank Independent Network.

Where is Akash Thakkar based?

Akash Thakkar is based in Toronto, Ontario, Canada while working with National Bank Independent Network.

What companies has Akash Thakkar worked for?

Akash Thakkar has worked for National Bank Independent Network, Freelance, Easyfinancial Services, and Jm Financial.

Who are Akash Thakkar's colleagues at National Bank Independent Network?

Akash Thakkar's colleagues at National Bank Independent Network include Susanne Clifford, John Palamiotis, Sujith M., Cecilia Penna, and Lauren Michel Dale.

How can I contact Akash Thakkar?

You can use AeroLeads to view verified contact signals for Akash Thakkar at National Bank Independent Network, including work email, phone, and LinkedIn data when available.

What schools did Akash Thakkar attend?

Akash Thakkar holds Passed Level 1 from Cfa Institute.

What skills is Akash Thakkar known for?

Akash Thakkar is listed with skills including Leadership, Futures Trading, Microsoft Office, Portfolio Management, Microsoft Word, Teamwork, Research, and Microsoft Excel.

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