Barkha Sheth Email & Phone Number

Toronto, Ontario, Canada

- Provide expert advice to clients on home, and auto insurance policies.- Analyze clients’ insurance needs and recommend appropriate coverage options.- Build and maintain strong relationships with clients to ensure their long-term satisfaction.- Stay up-to-date with industry trends and regulations to provide the best possible service to clients.- Collaborate with other insurance advisors and underwriters to develop customized insurance solutions.- Participate in training and development programs to enhance knowledge and skills.

Richmond Hill, Ontario, Canada

An entrepreneurial venture, focused on empowering self-directed investors with technical skills to make better investment decisions and helping them gain clearer understanding of cycle and intermarket analysis. - Enabling retail investors to formulate a strong trading plan by creating an awareness of chart patterns, trend lines, and momentum-based statistical market indicators- Created the storyboard and spearheaded the development of the digital training program to coach professionals in trading techniques and processes, supporting short- and long-term investment strategies, and creating additional revenue streams for a portfolio of 40 clients- Launched pilot across select trading groups with a focus on technical analysis for trading; built equity trading systems with risk and capital control processes, generating consistent monthly gains- Designed and delivered one-on-one coaching and mentoring programs, supporting the development of additional income streams for clients

United Arab Emirates / Canada

Specialized in crafting strategic, engaging content to establish digital footprints and drive transformation for clients in fintech, real estate, and corporate sectors. Delivered tailored solutions, including editorials, advertorials, press releases, and business storytelling, to enhance brand visibility and support digital change initiatives.- Partnered with clients to design and implement new digital workflows and media strategies, improving operational efficiency, speed to market, and stakeholder engagement.- Transformed complex ideas into engaging and approachable messaging for executives to help impart vital insight- Collaborated with SMEs and large corporations to develop business plans that supported digital transformation, aligning content strategies with evolving market demands and organizational goals.- Created high-impact content such as video scripts, digital storytelling campaigns, and marketing collateral to support rebranding efforts and customer experience improvements.- Published thought leadership articles for C-suite executives, highlighting trends in finance, technology, and wealth management to establish industry authority and thought leadership.- Led content initiatives aligned with customer lifecycle needs, fostering seamless transitions during organizational changes and enhancing customer retention.

Dubai, United Arab Emirates

• First international bank to provide mortgage operations. Worked as part of team to set up proof of concept leading to launch of new business• Leveraged business and technology insight to prepare business requirement and functional specification documents ensuring input and recommendations are appropriately addressed• Built account review and risk notification process to bolster compliance while safeguarding speed and accuracy of client services• Managed a team of 5; directing individual and team performance to ensure commitment to delivery of top-quality products and services while ensuring processes were aligned for regulatory and internal compliance• Worked with the engineering group to help develop mortgage booking system, and helped propose key refinements to existing components to achieve cross-product experience alignment• Took the lead as the project manager to manage system launch plan, reporting and regular updates to various departments as well as management

Dubai, United Arab Emirates

Member of the founding team that pioneered the development of the Core Banking and Payments system, that was selected as a global platform. • Designed and developed the Customer Relationship System (CRM) to be used by staff for holistic client’s interactions• Identified business requirements and specifications and ensured tests satisfy end-user and technical requirements.• Earned recognition from clients for driving a seamless customer experience and delivering automated programs that achieve business goals.• Involved in roll-out of product across multiple geographies - supported deployment / releases and provided resolutions to technical issues found in production environment.• Development background in Java technologies, scripting languages and SQL

Bachelor'S Degree, Computer Software Engineering

Bachelor'S Degree, Computer Science