Baiju Shah Cfp® Email & Phone Number

Halifax Regional Municipality, Ns, Ca

Canada

- Complete daily deliverables, with quality while following company and department policies and procedures relating to investor registration, dealing, reporting and cash- Strive to complete deliverables within Service level agreements, escalate any client or deliverable issues where required and appropriate- Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments following a high-quality standard- Perform allocated daily tasks, processes and deliverables with accuracy and quality- Maintain daily record of work- Suggest ways to make the routine task easy and fast to the seniors- Participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture- Support management in department initiatives, projects and risk mitigation

Global

- Client acquiring, servicing and retention.- Guidance for Taxation and how to save taxes.- Financial Planning for clients – Goal Oriented, Retirement, Life Planning, etc.- Wealth Management Services.- Giving guidance and providing number of options for financial products like life insurance, stocks, mutual funds, debt market, etc.- Maintaining personal books of account; preparing and filing income tax returns.- Review of critical business areas to identify key financial strengths and weaknesses of the business.- Maintaining the communications with business and individual clients for sales andafter sale services.

Ahmedabad Area, India

- Portfolio Management of clients which includes client servicing, giving updates and suggesting profitable changes to their portfolio.- Close contact with business heads of associated companies and corporates.- Develop relationships with key stakeholders linked to specific projects.- Implementing different budgeting options to maintain and enhance profitability of the company.- Build, develop and produce regular MIS to support management in forecasting and creating strategies.-

London, United Kingdom

- Managing Cash and Donations and entering them properly into their accounting software.- Banking activities includes cash deposits, tallying the entries of bank with accounting software.- Maintaining relations with clients, trustees and donors by regularly emailing them about the event updates, donation requirement and updates regarding the museum.- Administration of the Museum like maintaining of salary and employee holiday register.

India

- Perform financial calculations to support financial transactions.- Analysing basic financial information and making appropriate financial statements. - Managing Tally accounting software.- Identifying and resolving errors and discrepancies in accounting.- Quality Checks for proper entries in data in registers and accounting systems- Provide induction training to new Finance trainees and demonstrate own activities.

Master Of Business Administration (Mba), Finance

Bachelor Of Business Administration (Bba), Finance & Marketing